Analyst Insights

FCC: Boxes? We Don’t Need No Stinking Boxes!

On September 29, the FCC is scheduled to vote on its new ‘unlock the box’ initiative. As has been widely reported, Tom Wheeler and the gang have (finally!) accepted that the future of TV is an app (a prediction I made more than three years ago). As such, the proposed rules would require MVPDs (after […]


Curiouser and Curiouser

Last week I ran the gauntlet of the NBC’s TV Everywhere authentication and streamed the NFL season opener online. (Sorry about those hits, Cam.) This week I streamed Twitter’s first live NFL broadcast from the same Starbucks and walked away concluding that CBS was the big winner. How did that happen and what does it […]


Are You Confused About Some Football?

Fall is in the air and the NFL season is officially underway. For the online video viewer, there are more ways than ever to watch America’s favorite pastime. This is a good thing, right? Well, sort of. This past Thursday, while at a local Starbucks, I streamed NBC’s season-opening rematch of last year’s Super Bowl […]


For Experts Only

As incoming freshmen arrive at colleges and universities around the country this week, multiple schools will again be offering classes based on Game of Thrones and other TV shows. Even for those not studying Tyrion in the classroom, TV has become an increasingly serious pastime. The popular TV review site, A.V. Club, now provides expert […]


Real Fake Beats Fake Real

Growing up in Minnesota, the old summer joke went that there were two seasons: winter and road construction. Living in a house with three school-age boys, I have come up with a new version of this old chestnut. For parents in 2016, there are two seasons: school and Minecraft (or to be exact, Minecraft videos […]



Resource scramble: competitive behavior that occurs when a number of organisms utilize common resources that are in short supply. It’s the dog days of August, but the fall 2016 TV season is right around the corner. While doing some summertime reading, I stumbled upon the idea of the ‘resource scramble.’ Ecologists use this term to […]

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There’s No Such Thing as a Freemium Lunch

Hulu totally shut down the free AVOD portion of its service this past week. At the same time, it announced a new (but nonexclusive) distribution deal with Yahoo’s new View website to continue to provide a free outlet for select episodes of Hulu originals. What’s going on here? Although Hulu’s monetization model has been focused […]


Nutritional Supplements

Disney CEO Bob Eiger discussed plans for a new ESPN direct-to-consumer subscription service this week. Although details were a bit sparse, Mr. Eiger made it clear that the service will not be an online version of the core ESPN channels (or the live sports events thereon), but rather will provide access to content licensed by […]


Blame it on Rio

The 2016 Olympics kicked off this weekend with the opening ceremony and initial events from Rio de Janeiro, Brazil. As has been the case for decades now, NBC owns the exclusive US broadcast rights to the Olympics, which means the usual time-delayed, heavily-edited primetime coverage that we’ve all come to know and love (or hate). […]


Political Convention(al) Wisdom

Unless you’ve been spending your summer vacation backpacking deep in the wilderness, you’re well aware that the two major US political parties held their nominating conventions the past two weeks. The Republicans went first in Cleveland, followed by the Democrats this past week in Philadelphia. For decades now political conventions have been designed, produced, and […]

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The Grass is Always Greener

Verizon came up a winner in the long-running Yahoo sweepstakes this week, announcing that it will acquire the struggling Internet pioneer for $4.8 billion. It’s no secret that Yahoo turned over every possible rock in the course of this drawn-out process, soliciting offers from pretty much anyone and everyone with a real or imagined connection […]


Where’s the Growth?

Disappointing earnings announcements from both Dish Network and Netflix last week. Dish Network had a net loss of 281,000 subscribers (across both legacy satellite and the Sling TV broadband product) in the second quarter, while Netflix badly missed its subscriber growth markets, adding just 150,000 customers in the US (1.68 million worldwide) versus a forecast […]

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