Analyst Insights

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.) […]

Live by the Algorithm, Die by the Algorithm

YouTube has had a really bad couple of weeks. Large advertisers have been abandoning the platform in droves following reports that the platform runs pre-roll ads for major consumer brands on racist, hate speech videos. In response, YouTube has gone into full-on crisis mode, issuing abject apologies and promising a complete overhaul of its advertising […]

Getting Their Fix

Great article from The New York Times last week on the latest version of a long-running, government-funded University of Michigan study called “Monitoring the Future,” which reported that use of alcohol, drugs, and tobacco by teens has fallen to 40-year lows. The article suggests (and I strongly agree) that the rampant use of smartphones (and […]

Family Ties

Sprint recently announced a new promotion that bundles a free subscription to Sling TV Orange for customers that sign up for four or more unlimited smartphone plans. AT&T has dropped similar hints about potentially bundling mobile data with DirecTV Now. Do these promotions represent the future of bundling or a blind alley? Three quick points… […]

Why Do Bad Apps Happen to Good MVPDs?

Every legacy pay-TV (LPTV) service has an app these days. I’m not talking about broadband pay-TV (BPTV) offshoots like DirecTV Now or Sling TV, mind you, just the apps designed for use by current LPTV customers. Just this past month, for example, Comcast replaced its Xfinity TV app with a new app called Xfinity Stream. […]

BPTV Is For Real

Earlier this week, YouTube announced its much-awaited YouTube TV ‘skinny bundle.’ The proposed $35/month service has many elements in common with both Sling TV and DirecTV Now, as well as a few new wrinkles. Will YouTube’s new offerings make waves in the US industry, or just a few ripples? A few thoughts. 1. Broadband Pay-TV […]

The Scorpion and the Frog

I’m guessing you’ve heard by now about the fall from grace of YouTube star, PewDiePie. The mainstream media finally figured out that his videos are full of anti-semitic (and plenty of other outrageous) comments. What you may not have seen, however, is Disney’s announcement that its wholly-owned MCN Maker Studios is not just dropping PewDiePie, […]

Closing the Gap

I’ve been thinking a lot this week about the relationship between Netflix and the traditional broadcast networks. Netflix has had an amazing run over the past ten years, rising from its humble DVD-by-mail roots to become the preeminent broadband video streaming service in the world. Ten years is a long time, though, and the more […]

The Enemy of the Enemy is My Business Partner

Sony announced a new line of smart TVs this week that include Google’s flagship ‘Google Assistant’ voice interface. I hope Siri, Alexa, and Cortana aren’t too upset about it. The benefits to Google of such integration are obvious. The more interesting questions are why would Sony do this and what does it mean for the […]

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