Next TMT

Next TMT

The intersection of technology, media and telecom

Written by

Next TMT

Midweek report: Is Netflix already well on its way to running down YouTube? And Apple sticks adtech with a sour surprise

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, Hub Entertainment Research examines the tectonic shifts in consumer habits that are driving our current 'GTA 6' mania

Daniel Frankel, +1

Netflix reportedly set to focus cuts on live experiences and fan events, and Skydance emerges with deceptively powerful live-sports portfolio

Oct 13, 2026

•

9 min read

Netflix reportedly set to focus cuts on live experiences and fan events, and Skydance emerges with deceptively powerful live-sports portfolio

Also in the flagship edition of our newsletter covering all things technology, media and telecom, is belt-tightening about to hit Apple TV, too?

David Bloom, +1

Midweek report: Super-indebted Skydance less in last place where it counts, and why the upcoming Disney+ Super Bowl LXI live-stream probably signals Hulu's end

Oct 8, 2026

•

9 min read

Midweek report: Super-indebted Skydance less in last place where it counts, and why the upcoming Disney+ Super Bowl LXI live-stream probably signals Hulu's end

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, will Meta's surprisingly spry Muse be the the one that finally breaks iPhone hegemony?

Daniel Frankel, +1

Netflix might end up getting some of the best Warner Bros. assets for free, and AWS chief Matt Garman says we should stop worrying and love data centers

Oct 5, 2026

•

9 min read

Netflix might end up getting some of the best Warner Bros. assets for free, and AWS chief Matt Garman says we should stop worrying and love data centers

Also in the flagship edition of our newsletter covering all things technology, media and telecom, Elon Musk warns Delta Airlines' CEO that he'll rue the day he scorned Starlink

Daniel Frankel, +1

Midweek report: Big tech moves on from the NFL to chase its hyper-scaled dreams, and Casey Bloys remains undefeated

Oct 1, 2026

•

10 min read

Midweek report: Big tech moves on from the NFL to chase its hyper-scaled dreams, and Casey Bloys remains undefeated

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, Ted Sarandos says L.A. brought its film-and-TV production woes upon itself

Daniel Frankel, +1

TV's 'third trimester' replaces the traditional 'fall season,' and DirecTV quietly hoists a 'Streamflation'-busting bargain

Sep 28, 2026

•

9 min read

TV's 'third trimester' replaces the traditional 'fall season,' and DirecTV quietly hoists a 'Streamflation'-busting bargain

Also in the flagship edition of our newsletter covering all things technology, media and telecom, we look at the latest TV series heralding our national decline, the Kardashian-produced 'Team Moms: Baseball'

Daniel Frankel, +1

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

Sep 24, 2026

•

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, +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

•

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, +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

•

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, +1

...

Archive

Midweek report: Is Netflix already well on its way to running down YouTube? And Apple sticks adtech with a sour surprise

Netflix reportedly set to focus cuts on live experiences and fan events, and Skydance emerges with deceptively powerful live-sports portfolio

Midweek report: Super-indebted Skydance less in last place where it counts, and why the upcoming Disney+ Super Bowl LXI live-stream probably signals Hulu's end

Netflix might end up getting some of the best Warner Bros. assets for free, and AWS chief Matt Garman says we should stop worrying and love data centers

Midweek report: Big tech moves on from the NFL to chase its hyper-scaled dreams, and Casey Bloys remains undefeated

TV's 'third trimester' replaces the traditional 'fall season,' and DirecTV quietly hoists a 'Streamflation'-busting bargain

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

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

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

Home

Account