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The intersection of technology, media and telecom

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Midweek report: Paramount rides on its antitrust bonafides despite huge legal peril, and is Netflix playing 'rope-a-dope' with investors?

Jul 16, 2026

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9 min read

Midweek report: Paramount rides on its antitrust bonafides despite huge legal peril, and is Netflix playing 'rope-a-dope' with investors?

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we look at how Versant is cashing on post-World Cup momentum with a big Bundesliga deal

Daniel Frankel
David Bloom
Daniel Frankel, +1
David Ellison ponders flight from imminent fight with California AG Rob Bonta; and Disney battles streaming engagement and affordability issues of its own

Jul 13, 2026

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9 min read

David Ellison ponders flight from imminent fight with California AG Rob Bonta; and Disney battles streaming engagement and affordability issues of its own

Also in the Monday flagship issue of our newsletter covering all things technology, media and telecom, 5G networks come up way short on AI readiness, and after 4,200 years of beautiful tradition, from Enheduanna to Danielle Steele, is the written word really just ... done?

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Netflix's binge era goes bust, and awards-bereft Paramount gets ready to show Emmy darling Warner Bros. what the term 'hacks' really means

Jul 9, 2026

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9 min read

Midweek report: Netflix's binge era goes bust, and awards-bereft Paramount gets ready to show Emmy darling Warner Bros. what the term 'hacks' really means

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we look at what happens to World Cup TV rights after the U.S.-vs.-Belgium drew a domestic audience bigger than most NFL playoff games

Daniel Frankel
David Bloom
Daniel Frankel, +1
Late-night comedy creates a new home on YouTube, and the stars finally align for that long-awaited DirecTV-Dish gray marriage

Jul 6, 2026

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9 min read

Late-night comedy creates a new home on YouTube, and the stars finally align for that long-awaited DirecTV-Dish gray marriage

The Monday flagship edition of our newsletter covering all things technology, media and telecom also looks at how David Zaslav's nine-figure payday may have helped Mike Cavanagh quickly change his mind about not splitting up Comcast

Daniel Frankel
David Bloom
Daniel Frankel, +1
With the chips down for AI, prices go way up for Macbooks, smart TVs and other gadgets; and Starlink looks to take on Big Wireless with a little help from Charter

Jun 29, 2026

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9 min read

With the chips down for AI, prices go way up for Macbooks, smart TVs and other gadgets; and Starlink looks to take on Big Wireless with a little help from Charter

Also in the flagship Monday edition of our twice-weekly newsletter focused on all things technology, media and telecom, we examine the fates of four different Elon Musk-focused movie projects, and we recall the time late tech visionary Om Malik told us to go play on the freeway

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Walmart takes a major step forward in CTV, Netflix gets pushed to reaccelerate growth, and Google suffers an acute AI brain drain

Jun 25, 2026

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8 min read

Midweek report: Walmart takes a major step forward in CTV, Netflix gets pushed to reaccelerate growth, and Google suffers an acute AI brain drain

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we examine the big, new frequency-busting capabilities of Omnicom's vaunted 'clean room,' and Warner's 'Supergirl' looks to shake off the kryptonite at the box office

Daniel Frankel
David Bloom
Daniel Frankel, +1
Netflix comes up short of lofty podcast goals, TVision beats Nielsen in court, and YouTube tells the NFL to pound sand

Jun 22, 2026

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9 min read

Netflix comes up short of lofty podcast goals, TVision beats Nielsen in court, and YouTube tells the NFL to pound sand

Also in our flagship Monday newsletter covering all things technology, media and telecom, we examine the prospect of telecoms building their own agentic AI, and we ponder the impressive market power of a combined Tubi and Roku Channel

Daniel Frankel
David Bloom
Daniel Frankel, +1
StreamTV Show Daily for Thursday, June 18: Wurl urges platform operators to lend a thumb to beleaguered content owners

Jun 18, 2026

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7 min read

StreamTV Show Daily for Thursday, June 18: Wurl urges platform operators to lend a thumb to beleaguered content owners

Also in our action-packed daily conference newsletter, we present the full list of 2026 StreamTV Award winners

Daniel Frankel
David Bloom
Bevin Fletcher
Daniel Frankel, +2
Roku looks like it might actually get sold this time, and the objectionable Peter Thiel delivers his latest threat to journalism

Jun 15, 2026

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9 min read

Roku looks like it might actually get sold this time, and the objectionable Peter Thiel delivers his latest threat to journalism

Also in our flagship newsletter covering all things technology, media and telecom, we kick the rocket thrusters on SpaceX's outrageous $29 trillion TAM projections. And those early World Cup viewer numbers? Also outrageous.

Daniel Frankel
David Bloom
Daniel Frankel, +1
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Next TMT

The intersection of technology, media and telecom

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