Next TMT

Next TMT

The intersection of technology, media and telecom

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Next TMT

Midweek report: Streaming search and discovery gets left to general-purpose LLMs, and the most biggest executive in AI is about to get fired

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, guess just how much (little?) extra revenue will actually be generated for ESPN by this whole giant College Football Playoff expansion. The number is surprisingly small.

Daniel Frankel, +1

The time for that Charter/Comcast merger is now, and Skydance faces big questions on its first-ever quarterly earnings call

Nov 9, 2026

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9 min read

The time for that Charter/Comcast merger is now, and Skydance faces big questions on its first-ever quarterly earnings call

Also in the flagship edition of our newsletter covering all things technology, media and telecom, Donald Trump sits still for some surprisingly spry questions from Ross Douthat

Daniel Frankel, +1

Midweek report: Elon Musk's ambitions face dramatically shifted headwinds, while Fox tries to pivot away from Trump and into a Roku- and Tubi-fueled future

Nov 5, 2026

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8 min read

Midweek report: Elon Musk's ambitions face dramatically shifted headwinds, while Fox tries to pivot away from Trump and into a Roku- and Tubi-fueled future

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we shoot down fears that a Boost Mobile takeover will give Musk the keys to AT&T's network

Daniel Frankel, +1

AI's Friday bloodbath hits select targets, and the religious extremists of Angel Studios insist we're the ones in the bubble

Nov 2, 2026

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9 min read

AI's Friday bloodbath hits select targets, and the religious extremists of Angel Studios insist we're the ones in the bubble

Also in the flagship edition of our newsletter covering all things technology, media and telecom, why oh why are midterm campaigns on both sides dumping billions into fading broadcasters?

Daniel Frankel, +1

Alphabet faces a tough decision with $340 billion YouTube, and Fox News ratings plummet to a generational low

Oct 29, 2026

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9 min read

Alphabet faces a tough decision with $340 billion YouTube, and Fox News ratings plummet to a generational low

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we look how Elon Musk is much closer to getting a terrestrial 5G network than many suspect

Daniel Frankel, +1

GenAI video goes mainstream at Mipcom, and the RSN collapse ravages MLB revenues

Oct 26, 2026

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9 min read

GenAI video goes mainstream at Mipcom, and the RSN collapse ravages MLB revenues

Also in the flagship edition of our newsletter covering all things technology, media and telecom, we examine the curious case of Brendan Carr and the fake Wedgewood Polling data

Daniel Frankel, +1

Midweek report: Ted Sarandos' seat heats up at Netflix, and Bari Weiss coverage beef sparks 'media reporter on media reporter violence'

Oct 22, 2026

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9 min read

Midweek report: Ted Sarandos' seat heats up at Netflix, and Bari Weiss coverage beef sparks 'media reporter on media reporter violence'

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, how oh how did Meta's stock price go up on the same day the company got hit with a $25 billion damages verdict?

Daniel Frankel, +1

ESPN scores the bargain of the new century with CFP expansion

Oct 19, 2026

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9 min read

ESPN scores the bargain of the new century with CFP expansion

Also in the flagship edition of our newsletter covering all things technology, media and telecom, Trump's war throws an untimely caution flag at Apple and its F1 momentum, and is sitcom legend Chuck Lorre a vengeful memoirist and a mean boss?

Daniel Frankel, +1

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

Oct 15, 2026

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8 min read

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

...

Archive

Midweek report: Streaming search and discovery gets left to general-purpose LLMs, and the most biggest executive in AI is about to get fired

The time for that Charter/Comcast merger is now, and Skydance faces big questions on its first-ever quarterly earnings call

Midweek report: Elon Musk's ambitions face dramatically shifted headwinds, while Fox tries to pivot away from Trump and into a Roku- and Tubi-fueled future

AI's Friday bloodbath hits select targets, and the religious extremists of Angel Studios insist we're the ones in the bubble

Alphabet faces a tough decision with $340 billion YouTube, and Fox News ratings plummet to a generational low

GenAI video goes mainstream at Mipcom, and the RSN collapse ravages MLB revenues

Midweek report: Ted Sarandos' seat heats up at Netflix, and Bari Weiss coverage beef sparks 'media reporter on media reporter violence'

ESPN scores the bargain of the new century with CFP expansion

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

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