Analyst Insights

Game Changer

The business world was turned upside down this week by Amazon’s announcement of its nearly $14 billion acquisition of Whole Foods. Supermarket stocks plummeted on the news with uber-analyst Jim Cramer predicting that Amazon will dominate the US grocery market within the next two years. For several reasons, TDG President and Co-founder, Michael Greeson, and […]

The Trojan Speaker

Apple announced the HomePod at its June 2017 Worldwide Developers Conference (WWDC) in San Jose this past week. Apple’s alternative to Google Home and the Amazon Echo, the new smart speaker (with Siri ‘inside’) will ship in December at a starting price of $349. As is their wont, Apple was not the first mover in […]

If It Ain’t Broke, Don’t Fix It

Sling TV announced a ‘revolutionary’ new interface this week. Are you sitting down? This amazing new innovation is – wait for it – a grid guide. Really? What does this move tell us about the current state of broadband pay-TV offerings and the future of TV? Two thoughts. 1. There Is Only One Pay-TV Market […]

Now Playing on an App Near You

Last week, Netflix released its biggest budget original movie ever. War Machine, starring Brad Pitt as an American general sent to sort out the mess in Afghanistan, apparently cost $60 million. Hollywood reacted with both excitement and dismay at the SVOD giant’s latest attempt to disrupt the traditional video content ecosystem. Why is this important […]

Monetizing Reality

Google I/O 2017 took place this past week in Mountain View, California, and (as usual) the search giant unleashed a slew of new innovations in its quest to become the world’s dominant AI platform. My favorite (by far) was Google Lens, which turns your phone’s camera into an augmented reality device. The all-encompassing potential for […]

Opening Up the Black Box

Last week comScore announced a new service called OTT Intelligence that will provide viewership data for broadband video services like Netflix, Amazon, and Hulu, including audience size and demographics. What will it mean to finally open up the black box of SVOD viewership, and what will it mean for the future of TV? Two thoughts. […]

Robo-Commentator

ESPN laid off roughly 100 staffers at the end of last month, including many well known on-air TV and radio commentators. Personally, I was surprised (and sad) to see long-time college basketball analyst Len Elmore let go. We all know about ESPN’s struggles in retaining subscribers, but what else do these lay-offs suggest about the […]

In the Long Run

Lots of earnings announcements this past week, including both Comcast and AT&T. Both companies are busy transforming themselves from network operators into full-stack media conglomerates. Both companies now have enormous influence over the future of TV. Wall Street focuses on the quarterly earnings, but what’s really going underneath the EPS numbers, and what does it […]

End Game

A few stories caught our eye last week. First, Sinclair announced plans to acquire the Bonten Media Group (and its 14 local broadcast stations) for $240 million. Second, NBC announced another new round of deals with its local affiliates to include their content in its online streaming deals with broadband pay-TV (BPTV) providers like Hulu. […]

A Loss Leader

As all of you sophisticated TDG readers know by now, Amazon won this year’s beauty contest with the NFL. Jeff Bezos and company paid $50 million for the rights to stream 10 Thursday night games during the 2017-2018 season – five time the amount paid by Twitter for the same package last season. This is […]

Apple Goes Cherry Picking

News this week that Apple is trying (again) to get into the pay-TV business. Nice to see it still wants to be part of our Big-4. Having sworn off skinny bundles for the time being, however, Apple intends to offer a premium bundle consisting of Showtime, HBO, and Starz. Will this work and what does […]

Crowded Space

Bloomberg reported this week that Verizon is prepping its own skinny-bundle broadband pay-tv (BPTV) service for a summertime launch. With the Verizon announcement, there are now seven such services either launched or waiting on the launch pad. (Sony PlayStation Vue, Dish’s Sling TV, AT&T’s DirecTV Now, Google’s YouTube TV, and Hulu are the other six.) […]

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