Analyst Insights

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 […]

The Long Goodbye

Summer is in full swing and movie theatres are filled with summer blockbusters. Unfortunately, they are not also filled with moviegoers. To the great surprise of no one, Hollywood’s summer box office is down yet again – roughly 10% year-on-year. As is their wont, industry insiders wring their hands and (once again) blame the downturn […]

Chinese Invasion?

Fascinating rumors this week that Chinese Internet giant Tencent Holdings is bringing its blockbuster mobile game, Honour of Kings, to the US and Europe in September. Until now, Tencent has been best known (in the US at least) for its WeChat social network, but that may be about to change in a hurry. Honour of […]

Partisan Crowds

TDG hosted a fascinating public webinar last week on BT Sport’s distribution of English Premier League games in 4K/UHD with Dolby Atmos audio. Definitely worth a download if you didn’t get a chance to hear it. This same week, the NBA offseason went into overdrive with several megadeals, including Stephen Curry signing the most lucrative […]

Anything You Can Do, I Can Do Meta

The NBA held its annual draft this past week and it (almost) broke the Internet. As with the NFL, the NBA draft has become a major extension of the traditional sports season. I heard more than one commentator suggest that this year’s draft was more entertaining than this year’s playoffs, which were thoroughly dominated by […]

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 […]

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