Roku Gets Smart

In the first unsurprising development of 2023, Roku is finally launching its own smart TV. The question now is whether the company – whose stock is down 80% in the last year and faces myriad challenges – can leverage the news to reinvigorate its hardware business as it copes with an advertising slowdown challenging its …

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Peacock Pride

It’s been a good few months for Comcast NBCUniversal’s Peacock streaming service, which continues to post impressive growth even though its overall subscriber numbers pale next to its big media peers. This week, NBCU CEO Jeff Shell told the UBS conference that the service has reached 18 million paid subscribers, up 20% in only the …

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Bobbing for Apple?  

Cord cutting, the streaming wars, content cost inflation, and advertising pressure continue to swirl under the weight of Wall Street stock declines that have put everyone in a bad mood. It’s not the kind of environment that typically lures rich retirees back into the stress-inducing pressure cooker of the modern content business. But on Sunday …

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The New (Fron)Tier  

Netflix this week finally pulled back the curtain on its previously announced plans to launch an ad-supported tier, and the details suggest that the streamer has opted to move fast. No dancing around the edges to iron out kinks and build the business slowly. First of all, Netflix has opted to get aggressive on price, …

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Shifting Sports  

It’s no secret that sports TV rights are slowly melting into the streaming universe as well-funded companies like Apple, Amazon, and Alphabet’s Google bid for everything from NFL’s Thursday Night Football to much larger prizes like the NFL Sunday Ticket package. But this week’s college football deal around the Big Ten illustrates why any migration …

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