The cable and satellite cash machine that once dominated the media landscape thrived on one principle: Bundling. Fast forward to today, and the bundle is back. But it’s a new, different model that remains in flux as competitors figure out how to organize what used to be a simple “expanded basic” package centered around one …
The deal terms (but far from closure) of the $8 billion Paramount Global-Skydance Media merger finally got signatures this week, ending a long and somewhat arduous negotiation that had more ups and downs than a theme-park rollercoaster. Ironically, Paramount doesn’t have a theme park yet, but we digress. Skydance will pay $2.4 billion for Shari …
As the proliferation of smart TVs continues, it may be that dominating the last yard to the customer through the screen itself carries more value than all the dongles, set-top boxes, and streaming devices combined. That’s part of the reason that many companies not traditionally in the smart TV business such as Comcast, Roku, Amazon …
“We are executing against our ambitious strategic priorities with both speed and determination.”– Disney CEO Bob Iger Disney sits at an intriguing crossroad, this week posting a quarterly profit on its direct-to-consumer business while spooking Wall Street with some of its projections for the rest of the year. But these days, Disney’s $47 million in …
Warner Bros. Discovery this week put out the word that it will start cracking down on password sharing late this year, with a full rollout of new rules in 2025. The news – delivered by WBD streaming chief J.B. Perrette at the Morgan Stanley investor conference – came as no surprise considering that Netflix’s much-maligned …
It’s difficult to fully predict how the planned sports joint venture of Disney, Fox, and Warner Bros. Discovery will shift the already tumultuous sands that surround sports rights. Not only might the Department of Justice ultimately block or erect draconian guardrails around the deal, but rival virtual MVPD Fubo – whose sports-centric strategy seems eerily …
When it comes to media consumption, sports are one of the main driving forces behind audience engagement. In the past year we have seen the battle for the sports media rights explode in competition as RSNs teeter on the brink of collapse and streaming behemoths like Prime Video, Netflix, Peacock, and Paramount+ snap up lucrative …
“The stage is now set for significant growth and success.” – Disney CEO Bob Iger When it comes to Disney’s fiscal Q1 2024 earnings report, it’s hard to know where to begin. CEO Bob Iger, who has been under immense pressure to shore up streaming losses, solidify a succession plan, and fully articulate Disney’s overall …
The seemingly simple and drama-free renewal of Paramount Global’s carriage deal with Comcast has raised some doubts that the landmark Charter-Disney deal in September really changed everything. Perhaps Charter’s tough approach was more the exception than the rule. After all, this is the first major deal signed since Charter and Disney slugged it out during …
Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn We have predicted for years that the bundle would reassemble itself within the streaming universe, and that has certainly been coming true as of late. Warner Bros. Discovery CEO David Zaslav even urged the industry to work together to co-market and bundle competitive …
