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Midweek report: David Ellison peddles news trust distortion, and streaming profits accelerate at Disney, Par and Peacock

Aug 6, 2026

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9 min read

Midweek report: David Ellison peddles news trust distortion, and streaming profits accelerate at Disney, Par and Peacock

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we explain why Sinclair should expect Scripps to keep on poppin' those poison pills

Daniel Frankel
David Bloom
Daniel Frankel, +1
Larry Ellison becomes AI's bubble boy, 145K Americans speak up loudly on behalf of ABC, and Ari Emanuel's merger math just doesn't add up

Aug 3, 2026

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10 min read

Larry Ellison becomes AI's bubble boy, 145K Americans speak up loudly on behalf of ABC, and Ari Emanuel's merger math just doesn't add up

Also in the flagship edition of our twice-weekly newsletter covering all things technology, media and telecom, cooler heads prevail in the battle between the NFL and DirecTV over Sunday Ticket bar and restaurant rights

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: DAZN 'auditions' to become the NBA's local TV partner, and Peacock makes another savvy move with YouTube Premium partnership

Jul 30, 2026

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10 min read

Midweek report: DAZN 'auditions' to become the NBA's local TV partner, and Peacock makes another savvy move with YouTube Premium partnership

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we look at how the Hollywood Foreign Press Association has risen from its grave to haunt Jay Penske

Daniel Frankel
David Bloom
Daniel Frankel, +1
Walmart and Vizio still control just 3% of the domestic TVOS market, Roku spikes gadget prices, and why would Paramount hire Nexstar's lead trial attorney?

Jul 27, 2026

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9 min read

Walmart and Vizio still control just 3% of the domestic TVOS market, Roku spikes gadget prices, and why would Paramount hire Nexstar's lead trial attorney?

Also in the flagship Monday edition of our newsletter covering all things technology, media and telecom, Peacock finally reaches the black, and former '60 Minutes' correspondent Cecilia Vega describes that 'confusing' moment when she was banished by Bari

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: It looks like CNN might be screwed after all, Kalshi-crazed vibe hackers threaten the internet, and Beehiiv CEO Tyler Denk stings Substack

Jul 23, 2026

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9 min read

Midweek report: It looks like CNN might be screwed after all, Kalshi-crazed vibe hackers threaten the internet, and Beehiiv CEO Tyler Denk stings Substack

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we ponder Apple's retreat from the streaming gadget game, and who oh who is going to buy Letterboxd?

Daniel Frankel
David Bloom
Daniel Frankel, +1
The NBA gets set to rebound from RSN losses with a new streaming hub, and we issue our own 'buy' rating on Netflix

Jul 20, 2026

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9 min read

The NBA gets set to rebound from RSN losses with a new streaming hub, and we issue our own 'buy' rating on Netflix

Also in our flagship Monday newsletter covering all things technology, media and telecom, we examine Telemundo's latest deal to add even more heft to its burgeoning futbol portfolio.

Daniel Frankel
David Bloom
Daniel Frankel, +1
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
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