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Is Netflix keeping it too chill?

Feb 3, 2025

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18 min read

Is Netflix keeping it too chill?

In our weekly newsletter covering all things technology, media and telecom, we also ask, is time up for Trump-troubled '60 Minutes'? And is pay TV really coming back?

David Bloom
Daniel Frankel
David Bloom, +1
Netflix defies the 'laws of corporate physics,' mass deportations sink pre-paid wireless, and the weather turns on Byron Allen

Jan 27, 2025

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19 min read

Netflix defies the 'laws of corporate physics,' mass deportations sink pre-paid wireless, and the weather turns on Byron Allen

Also in our weekly newsletter covering all things technology, media and telecom, we catch up with CNN's desperate drive for digital salvation, and also Demi Moore's surprise late-career bid for the 'Golden Penske'

David Bloom
Daniel Frankel
David Bloom, +1
Comcast-Charter tie-up talk titillates anew, and 'The Pitt' helps pull Max out of its show hole

Jan 21, 2025

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21 min read

Comcast-Charter tie-up talk titillates anew, and 'The Pitt' helps pull Max out of its show hole

Also in our weekly newsletter covering all things technology, media and telecom, we examine Roku's dueling dual narratives, the great TikTok swindle, and we get ready for today's Netflix earnings

Daniel Frankel
David Bloom
Daniel Frankel, +1
Breaking news: DirecTV picks up Venu Sports' genre-bundling torch with 'MySports'

Jan 14, 2025

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7 min read

Breaking news: DirecTV picks up Venu Sports' genre-bundling torch with 'MySports'

Live streaming service includes 40 linear networks from Disney, Fox, WBD, NBCUniversal and the major sports leagues; media companies make the wise legal decision to include a third-party pay TV distributor in their innovative packaging plans

Daniel Frankel
Daniel Frankel
L.A. fires burn away CNN's dwindling relevance, the bid to save Venu Sports goes FUBAR, and YouTube TV closes in on 9 million subscribers

Jan 13, 2025

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20 min read

L.A. fires burn away CNN's dwindling relevance, the bid to save Venu Sports goes FUBAR, and YouTube TV closes in on 9 million subscribers

Also in our weekly newsletter covering all things technology, media and telecom, we try to reconcile the hot political air blowing out of social media with the blowtorch that just incinerated the city we love

David Bloom
Daniel Frankel
David Bloom, +1
Netflix has the best week in video-business history, and Elon Musk takes over rural America with Starlink

Jan 6, 2025

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16 min read

Netflix has the best week in video-business history, and Elon Musk takes over rural America with Starlink

Also in our weekly newsletter covering all things technology, media and telecom, we ponder the final dagger for net neutrality, possible bankruptcy for the Knicks' and Rangers' RSN, and the de-evolution of the Hollywood awards biz into a vertically integrated racket

Daniel Frankel
David Bloom
Daniel Frankel, +1
What's really causing the NBA's TV ratings to brick?

Dec 23, 2024

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21 min read

What's really causing the NBA's TV ratings to brick?

Also in our weekly newsletter covering all things technology, media and telecom, we ponder the first round of ESPN's big $1.3 billion College Football Playoff, Max's maxed-out churn rate, and the inevitable 2025 invasion of Gen AI-created short-form video

Daniel Frankel
David Bloom
Daniel Frankel, +1
Timothée Chalamet worship kicks into overdrive, David Zaslav gets Street cred ... and Tim Cook and ABC kiss the ring

Dec 16, 2024

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22 min read

Timothée Chalamet worship kicks into overdrive, David Zaslav gets Street cred ... and Tim Cook and ABC kiss the ring

Also in our weekly newsletter covering all things technology, media and telecom we ponder just how undervalued Disney's DTC business is, and we look at Charter's marketing plan to beat fixed wireless

Daniel Frankel
Daniel Frankel
Christmas miracle comebacks for Lindsay Lohan and Roku ... and is there too much powerful, impactful pandering to women by the Hollywood trades?

Dec 9, 2024

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21 min read

Christmas miracle comebacks for Lindsay Lohan and Roku ... and is there too much powerful, impactful pandering to women by the Hollywood trades?

Our weekly newsletter focused on all things technology, media and telecom also ponders whether Trump enmity will mess with Disney succession planning ... and if we've covered our last Investor Day

Daniel Frankel
Daniel Frankel
Taylor Sheridan, Fubo and the domestic box office all win big, but smart TV makers are losing

Dec 2, 2024

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19 min read

Taylor Sheridan, Fubo and the domestic box office all win big, but smart TV makers are losing

Also in our weekly newsletter covering all things technology, media and telecom, we look at Charter's spiffy new WiFi 7 router and the most streamed movie of all time

Daniel Frankel
Daniel Frankel
How NBCU watched a $12 billion business turn to mush in just six years

Nov 25, 2024

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16 min read

How NBCU watched a $12 billion business turn to mush in just six years

Yes, (Bonnie) Hammer time is truly over, as Comcast cuts loose the vaunted cable homes of 'Suits,' 'Monk' and Rachel Maddow. We also look at The Trade Desk's (now officially announced) new TVOS platform, and DirecTV's plans after breaking up with Dish

Daniel Frankel
Daniel Frankel
John Malone makes the unimaginably  terrifying market power of a combined Comcast-Charter seem so ... real

Nov 18, 2024

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19 min read

John Malone makes the unimaginably terrifying market power of a combined Comcast-Charter seem so ... real

Also this week, our 'Next Text' column looks at 'Inside the NBA' and its big move to ESPN, Disney's huge Q3 streaming numbers, and Netflix's massive audience for a fumbled live stream of a crappy fight

Daniel Frankel
Daniel Frankel
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