Analyst Insights

Just Add Channels

Interesting news earlier this month that Comcast is beta testing a new vMVPD service called ‘Instant TV.’ Priced at $18/month, the service includes live on on-demand broadband access to the major broadcast networks, as well as a cloud DVR and basic on-demand library. Is this the future of basic cable? And if so what does […]

Not Better or Worse, Just Different

The fall TV season is well under way and a few things are apparent. First, live viewing continues to decline at a rapid clip. The combined live audience for the major broadcasters is down double digits (again). At the same time, new shows like ABC’s The Good Doctor are seeing record numbers in the DVR-friendly […]

Programmatic or Problematic?

Programmatic or Problematic?

Is Target’s NCBU Programmatic Ad Buy Truly a Watershed Moment? NBCUniversal recently announced that it would make national television inventory available for programmatic buying for its launch partner, Target. The retailer will be the first brand to use first-party data and its own digital customer insights to buy targeted ads on NBCU linear TV. Many […]

To Boldly Go

Star Trek Discovery premiered on CBS this past Sunday. Future episodes will be available exclusively on the CBS All-Access SVOD streaming service. Why is CBS putting its highest profile new show behind the SVOD pay wall, and what does this mean for the future of TV? Two thoughts 1. The Legacy Broadcast Model Can No […]

You Take the High Road and I’ll Take the Low Road

The big iPhone 8 announcement is happening this week. Lost in the shuffle (as usual), Apple is also expected to announce a fairly major update to its long-suffering Apple TV product. What can we expect and what does it mean for the future of TV? A few thoughts…. 1. Apple Always Tries To Take The […]

Try, Try Again

Welcome back from Labor Day. An interesting story as the summer of 2017 comes to an end. Roku filed for an initial public offering (IPO) on September 1, shining an interesting light on a long running story in the streaming video space. What does the Company’s S-1 filing tell us about both Roku and the […]

The Realpolitik of the Sinclair-Tribune Merger

The controversy behind the Sinclair Broadcast Group’s $3.9 Billion cash and stock agreement to acquire 42 broadcast stations and other media assets from Tribune Media continues to swirl. If approved, the combined media entity will reach 72% of US households, a figure far beyond the 39% allowed by Congress. Adding fuel to the controversy is […]

A Billion Here, A Billion There

Rumors this week that Apple plans to spend $1 billion on original content in 2018. My first reaction is that, man, those Apple folks have expensive hobbies. My second reaction: $1 billion in Hollywood typically results in a good time followed by total disaster. My third reaction: this could be the smartest thing that Apple […]

Put a Fork in It

More big news out of the media world last week, as Disney announced it will be pulling its content from Netflix when the current license agreement expires at the end of 2018. At the same time, Disney paid $1.58 billion to increase its minority stake in BAMTech to 75%. As a result of these two […]

Come Together

Big news out of the pay-TV world last week, as Discovery Communications announced the $14.6 billion acquisition of Scripps Networks Interactive, the parent company of Food Network, the Travel Channel, and HGTV. Given the ongoing declines in legacy pay-TV subscribers, does a deal like this still work at this price, and if so, how? I […]

Shark Week 2017

Summer’s here in full force, which can mean only one thing. Shark week! Discovery Channel’s long-running tradition celebrated its 29th anniversary this year, continuing its streak as the longest-running event in the history of pay-TV. This year’s Phelps vs. Shark race-that-wasn’t-a-race attracted 5 million viewers, and Discovery’s highest ratings ever in the 25-54 demographic. How […]

From Strength to Strength

Wall Street made headlines in the media world on two fronts this week. First, the Big 5 (Alphabet, Amazon, Apple, Facebook, and Microsoft) have now passed $3 trillion in total combined market cap. Second, Netflix reported another great quarter and now has over 100 million subscribers worldwide. In both cases, it seems the rich just […]

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