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The intersection of technology, media and telecom

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Midweek report: Streamflation hits the Disney Bundle, and super-indebted Paramount's $6 billion in synergies bear down on Hollywood

Sep 24, 2026

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9 min read

Midweek report: Streamflation hits the Disney Bundle, and super-indebted Paramount's $6 billion in synergies bear down on Hollywood

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, newly minted MAGA nice-guy Ari Emanuel picks which funny CAA mailroom names he liked getting called the most

Daniel Frankel
David Bloom
Daniel Frankel, +1
Linear TV levels up its flight path, while Bari Weiss' body-snatched '60 Minutes' plunges to a new 'Dateline'-like low in search of ratings

Sep 21, 2026

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9 min read

Linear TV levels up its flight path, while Bari Weiss' body-snatched '60 Minutes' plunges to a new 'Dateline'-like low in search of ratings

Also in the flagship edition of our newsletter covering all things technology, media and telecom, with a federal judge set to render a pivotal $1.9 billion decision on Thursday, we look at how Paramount and the 12 AGs are getting serious about settlement talks

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Amazon takes niche SVOD dominance next level with bargain bundle, and why Bari Weiss' '60 Minutes' troubles transcend bad premiere ratings

Sep 17, 2026

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9 min read

Midweek report: Amazon takes niche SVOD dominance next level with bargain bundle, and why Bari Weiss' '60 Minutes' troubles transcend bad premiere ratings

Also in Thursday's edition of our newsletter covering all things technology, media and telecom, Hub Entertainment Research examines Gen Z's surprisingly strong attachment to TV sports

David Bloom
Daniel Frankel
David Bloom, +1
ESPN deals with 'disaster' Clippers story, The Trade Desk cuts 500 workers amid 'shocking' growth stall-out, and yes, streaming is still cheaper than cable TV

Sep 8, 2026

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9 min read

ESPN deals with 'disaster' Clippers story, The Trade Desk cuts 500 workers amid 'shocking' growth stall-out, and yes, streaming is still cheaper than cable TV

Also in the flagship edition of our weekly newsletter covering all things technology, media and telecom, catch all of David's Venice Film Fest video interviews, featuring filmmakers Catherine Hardwicke and Rob Minkoff, producer Edward Saatchi, Google Android XR exec Jon Zepp and Andy Serkis's immersive co-director Josh Nelson Youssef

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: The stream dies hard and fast for Victory+, and Roku sets strict Apple-like rules for app developers

Sep 3, 2026

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9 min read

Midweek report: The stream dies hard and fast for Victory+, and Roku sets strict Apple-like rules for app developers

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we dive deep into the Venice Film Festival's immersive video onslaught

Daniel Frankel
David Bloom
Daniel Frankel, +1
Bundles shield consumers from rampant Streamflation, and is Nokia dialing up an ignominious Finnish finish for America's premier R&D facility, Bell Labs?

Aug 31, 2026

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9 min read

Bundles shield consumers from rampant Streamflation, and is Nokia dialing up an ignominious Finnish finish for America's premier R&D facility, Bell Labs?

Also in the flagship edition of our newsletter covering all things technology, media and telecom, what Britain's defanging of the East India Company 238 years ago can teach us about our current tech oligarchy

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Nvidia's 106% Q2 revenue bump buoys belief in bubble banker, and Meta's $17 billion child safety settlement comes up short of a 'Big Tobacco Moment'

Aug 27, 2026

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10 min read

Midweek report: Nvidia's 106% Q2 revenue bump buoys belief in bubble banker, and Meta's $17 billion child safety settlement comes up short of a 'Big Tobacco Moment'

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, our latest panel discussion focuses on how streamers can use AI to increase operational intelligence and efficiency, and better merchandise their digital content

Daniel Frankel
David Bloom
Daniel Frankel, +1
Rob Bonta calls off Monday's Paramount meeting, while Charter struggles to ditch the disagreeable economics of its Lakers and Dodgers channels

Aug 24, 2026

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10 min read

Rob Bonta calls off Monday's Paramount meeting, while Charter struggles to ditch the disagreeable economics of its Lakers and Dodgers channels

Also in the flagship edition of our newsletter covering all things technology, media and telecom, we ponder the Elon Musk idea that one analyst called one of the three 'dumbest' he'd ever heard

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Is linear TV about to 'hit the floor'? And what is it about Fios TV that's still so ... satisfying?

Aug 20, 2026

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10 min read

Midweek report: Is linear TV about to 'hit the floor'? And what is it about Fios TV that's still so ... satisfying?

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we look at the high bar and tough supply chain Apple faces for its upcoming of the pricy iPhone 18

Daniel Frankel
David Bloom
Daniel Frankel, +1
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Next TMT

Next TMT

The intersection of technology, media and telecom

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