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Roku demonstrates the awesome power of its discovery layer, and Publicis Groupe pivots hard from The Trade Desk with $2.2 billion LiveRamp deal

May 18, 2026

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9 min read

Roku demonstrates the awesome power of its discovery layer, and Publicis Groupe pivots hard from The Trade Desk with $2.2 billion LiveRamp deal

Also in our newsletter covering all things technology, media and telecom, we check out the emerging battle between Elon Musk and Big Wireless' new JV, and we try to free Britney so she can loudly eat in peace

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Outcome mania grips the Upfronts, the FCC sticks it to EchoStar again, and NFL streaming turns out to be a bargain

May 14, 2026

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9 min read

Midweek report: Outcome mania grips the Upfronts, the FCC sticks it to EchoStar again, and NFL streaming turns out to be a bargain

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we ponder what lessons the creator economy can learn from BuzzFeed's platform dependency

Daniel Frankel
David Bloom
Daniel Frankel, +1
Nielsen brings 'TV measurement revolt' to heel, Meta reels in Google's ad revenue crown, and YouTube readies to grow even more powerful this summer

May 11, 2026

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9 min read

Nielsen brings 'TV measurement revolt' to heel, Meta reels in Google's ad revenue crown, and YouTube readies to grow even more powerful this summer

Also in our weekly look at all things technology, media and telecom, we look at Adidas' mega-budget, Nike-killing social video campaign for the World Cup

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Disney hoists its 'super app,' social video steals CTV's momentum, and programmatic buyers say they're not ready just yet to get in the Waymo

May 7, 2026

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9 min read

Midweek report: Disney hoists its 'super app,' social video steals CTV's momentum, and programmatic buyers say they're not ready just yet to get in the Waymo

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, buyers of (cheap?) Roku-powered TVs stage class-action revolt

Daniel Frankel
David Bloom
Daniel Frankel, +1
Netflix fails to meet the vertical challenge with horizontal move to 'Clips,' and Elon Musk's truth on Grok training gets distilled under oath

May 4, 2026

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9 min read

Netflix fails to meet the vertical challenge with horizontal move to 'Clips,' and Elon Musk's truth on Grok training gets distilled under oath

Also in our newsletter covering all things technology, media and telecom, we look at how a Claude agent terminated a rental car company's entire database and didn't feel the least bit bad about it; and after he thinned Verizon's herd of 13,000 workers, we examine what's next for cowboy CEO Dan Schulman

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report:  Roku enjoys its three-buck luck with Howdy, HBO Max subscribers get shortchanged on Amazon, and Verizon dims the lights on pay TV's biggest yesteryear star

Apr 30, 2026

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9 min read

Midweek report: Roku enjoys its three-buck luck with Howdy, HBO Max subscribers get shortchanged on Amazon, and Verizon dims the lights on pay TV's biggest yesteryear star

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we once again present our subversive take for the whole Jimmy Kimmel drama

Daniel Frankel
David Bloom
Daniel Frankel, +1
We ponder the absurd TV ratings success of the NFL Draft, the outcome of a possible Comcast-Charter merger, and Perry Sook's wily local news rook

Apr 27, 2026

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9 min read

We ponder the absurd TV ratings success of the NFL Draft, the outcome of a possible Comcast-Charter merger, and Perry Sook's wily local news rook

In the Monday version of our newsletter covering all things technology, media and telecom, we also chronicle the scarce 'mother's milk' for AI, and we look at how Jeff Bezos got the 'Oligarchs Only' pass for Brendan Carr's big foreign router ban

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Roku's SVOD reseller biz gets explosive and exposed, and the NFL schools the FCC on the basic economics of television

Apr 23, 2026

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9 min read

Midweek report: Roku's SVOD reseller biz gets explosive and exposed, and the NFL schools the FCC on the basic economics of television

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, Nexstar's Perry Sook accuses legal tormentor DirecTV of starting over 80% of retrans blackouts

Daniel Frankel
David Bloom
Daniel Frankel, +1
NAB 2026 Tuesday Spotlight: Jensen Huang says goodbye to Adobe CEO Shantanu Narayan, as tech's old guard seems to move on all at once

Apr 21, 2026

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8 min read

NAB 2026 Tuesday Spotlight: Jensen Huang says goodbye to Adobe CEO Shantanu Narayan, as tech's old guard seems to move on all at once

In a special show daily issue of our fabulous newsletter covering all things technology, media and telecom, we also look at Verizon's nifty private 5G networks for big TV productions, and we examine Fox One's (likely very profitable) entry into far-right podcasting

Daniel Frankel
David Bloom
Daniel Frankel, +1
NAB 2026 Monday Spotlight: Peacock is merely 'complimentary' to broadcast, NBC Sports exec declares

Apr 20, 2026

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6 min read

NAB 2026 Monday Spotlight: Peacock is merely 'complimentary' to broadcast, NBC Sports exec declares

In a special show daily issue of our regular flagship newsletter covering all things technology, media and telecom, we also ponder the staggering amount of viewers -- and money! -- that's about to be generated by FIFA and the World Cup

Daniel Frankel
David Bloom
Daniel Frankel, +1
NAB 2026 Sunday Spotlight: Roger Goodell tells the DOJ where to stick its probe, and can the ever-hopeful ATSC 3.0 finally make 'fetch' happen?

Apr 19, 2026

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10 min read

NAB 2026 Sunday Spotlight: Roger Goodell tells the DOJ where to stick its probe, and can the ever-hopeful ATSC 3.0 finally make 'fetch' happen?

In a special show daily issue of our newsletter covering all things technology, media and telecom, we look at how the scuttled WBD purchase awakened Netflix's natural hunter instinct

Daniel Frankel
David Bloom
Daniel Frankel, +1
NAB 2026 Spotlight: Broadcasting's signature trade event gets overtaken by AI-based streaming tech

Apr 16, 2026

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9 min read

NAB 2026 Spotlight: Broadcasting's signature trade event gets overtaken by AI-based streaming tech

In a special show preview issue of our Thursday newsletter covering all things technology, media and telecom, Hollywood decides to fight David Ellison's big WBD purchase ... about six months too late; and NBCU controlled more than 13% of all TV viewing in February

Daniel Frankel
David Bloom
Daniel Frankel, +1
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