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Charlie Ergen gets ready to chuck quarterly earnings, Wall Street dismisses another perfect quarter by The Trade Desk, and YouTube and Disney keep our sports off the air like they just don't care

Nov 10, 2025

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20 min read

Charlie Ergen gets ready to chuck quarterly earnings, Wall Street dismisses another perfect quarter by The Trade Desk, and YouTube and Disney keep our sports off the air like they just don't care

Also in our weekly review of all things technology, media and telecom, Sinclair's Chris Ripley tells investors to get ready for a broadcast TV world with essentially just two big station groups in it

Daniel Frankel
David Bloom
Daniel Frankel, +1
Nvidia's Jensen Huang touts the next phase of the AI bubble, Disney and YouTube make serious carriage war, and Netflix cleverly seizes an opportunity to look at Warner's books

Nov 3, 2025

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20 min read

Nvidia's Jensen Huang touts the next phase of the AI bubble, Disney and YouTube make serious carriage war, and Netflix cleverly seizes an opportunity to look at Warner's books

Also in our weekly review of all things technology, media and telecom, we look at how AI infused nitros oxide into every facet of Alphabet's business in Q3

Daniel Frankel
David Bloom
Daniel Frankel, +1
Apple TV and Peacock bungle the launch of their big bundle, Netflix studies a future of streaming over Elon Musk's (slow) satellites, and did the NBA's $76 billion future just rim out?

Oct 27, 2025

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20 min read

Apple TV and Peacock bungle the launch of their big bundle, Netflix studies a future of streaming over Elon Musk's (slow) satellites, and did the NBA's $76 billion future just rim out?

As we struggle to sort out our Apple TV account issues in time for the Nov. 9 debut of Vince Gilligan's 'Pluribus,' our weekly look at all things technology, media and telecom reveals how a big internal change at Penske Media Group probably signaled this year's Golden Globes sales backlash

Daniel Frankel
David Bloom
Daniel Frankel, +1
Creator Economy's frogs regale Sora's scorpions at MIPCOM, the Pentagon targets Netflix, and Apple drives its non-plussed SVOD to survival with a huge F1 deal

Oct 20, 2025

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19 min read

Creator Economy's frogs regale Sora's scorpions at MIPCOM, the Pentagon targets Netflix, and Apple drives its non-plussed SVOD to survival with a huge F1 deal

Also in our weekly newsletter focused on all things technology, media and telecom, MAGA-minded 'LA Times' owner Patrick Soon-Shiong woos investors ... by admitting his paper lost $50 million last year, and Elon Musk comes away with a Texas-sized BEAD allocation

Daniel Frankel
David Bloom
Daniel Frankel, +1
Charter takes Lakers fans courtside with Apple Vision Pro, OpenAI's Sora drowns us in deepfakes, and Bari Weiss bares her Heritage Foundation soul

Oct 13, 2025

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19 min read

Charter takes Lakers fans courtside with Apple Vision Pro, OpenAI's Sora drowns us in deepfakes, and Bari Weiss bares her Heritage Foundation soul

Also in our weekly look at all things technology, media and telecom, we look at how Amazon has quickly taken over the future of the advertising business

Daniel Frankel
David Bloom
Daniel Frankel, +1
Netflix flexes its 'pricing power' on Elon Musk, Ventura and Vega somehow make TVOS even more complicated, and the Saudis take over EA with just $55 billion

Oct 6, 2025

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19 min read

Netflix flexes its 'pricing power' on Elon Musk, Ventura and Vega somehow make TVOS even more complicated, and the Saudis take over EA with just $55 billion

Also in our weekly look at all things technology, media and telecom, ChatGPT dominates AI tool traffic, Brendan Carr gets hauled out in front of Congress ... and Bad Bunny, and clever bundling strategies reinvigorate SVOD demand

Daniel Frankel
David Bloom
Daniel Frankel, +1
Disney told to ditch the 'regulatory risk' of broadcast TV, Comcast and Charter zoom towards a cable comeback, and MAGA looks for a TikTok takeover

Sep 29, 2025

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20 min read

Disney told to ditch the 'regulatory risk' of broadcast TV, Comcast and Charter zoom towards a cable comeback, and MAGA looks for a TikTok takeover

Also in our weekly newsletter covering all things technology, media and telecom, Paul Thomas Anderson's 'One Battle After Another' saves the box office (for real this time, it's truly great)

Daniel Frankel
David Bloom
Daniel Frankel, +1
Help us 'dopey, lowlife slimeball' Brian Roberts, you're our only hope; also, NFL ratings surge anew, and Verizon's fading Fios TV somehow satisfies linear video subscribers

Sep 22, 2025

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18 min read

Help us 'dopey, lowlife slimeball' Brian Roberts, you're our only hope; also, NFL ratings surge anew, and Verizon's fading Fios TV somehow satisfies linear video subscribers

And in our weekly look at all things technology, media and telecom, we throw cold water on the rumor of a Netflix takeover of Warner Bros.

Daniel Frankel
David Bloom
Daniel Frankel, +1
David Zaslav says consumers have too much streaming choice, while Charlie Ergen has no choice but to sell wireless spectrum to Elon Musk

Sep 15, 2025

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16 min read

David Zaslav says consumers have too much streaming choice, while Charlie Ergen has no choice but to sell wireless spectrum to Elon Musk

Also in our weekly newsletter covering all things technology, media and telecom, we make an early-morning Sunday prediction of an Emmy cleanup for Netflix's 'Adolescence'

Daniel Frankel
David Bloom
Daniel Frankel, +1
IBC 2025 Daily for Sept. 14: We meet Netflix's Iberian hitmakers and Telestream's new shot-callers, and we dive into the heated Eurovision controversy

Sep 13, 2025

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15 min read

IBC 2025 Daily for Sept. 14: We meet Netflix's Iberian hitmakers and Telestream's new shot-callers, and we dive into the heated Eurovision controversy

Our daily newsletter covering Amsterdam's big media-tech event heads back to the RFA for Day 3

Daniel Frankel
David Bloom
Daniel Frankel, +1
IBC 2025 Daily for Sept. 13: Streaming adoption finally speeds up in Europe, and that Trade Desk-Roku beef starts to accelerate a little, too

Sep 12, 2025

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18 min read

IBC 2025 Daily for Sept. 13: Streaming adoption finally speeds up in Europe, and that Trade Desk-Roku beef starts to accelerate a little, too

Our daily newsletter covering Amsterdam's big media-tech event also points you to big Netlfix and MovieLabs events on Saturday at the RFA

Daniel Frankel
David Bloom
Daniel Frankel, +1
IBC 2025 Daily for Sept. 12: The quickening global TVOS race, the swift-rising VVC codec and fast-changing TikTok-generation sports viewing habits highlight a busy Friday

Sep 11, 2025

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16 min read

IBC 2025 Daily for Sept. 12: The quickening global TVOS race, the swift-rising VVC codec and fast-changing TikTok-generation sports viewing habits highlight a busy Friday

Our daily newsletter covering Amsterdam's big media-tech event also picks out the best Day 1 news announcements, keynotes and happy hours

Daniel Frankel
David Bloom
Daniel Frankel, +1
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