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Disney and Amazon impose their bundling will, T-Mobile fumbles 'cell-phone internet,' and 'the monster of all media,' YouTube, grows some more

Jun 30, 2025

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17 min read

Disney and Amazon impose their bundling will, T-Mobile fumbles 'cell-phone internet,' and 'the monster of all media,' YouTube, grows some more

Our weekly newsletter covering all things technology, media and telecom also celebrates a rare week of spinal stability for the news business

Daniel Frankel
David Bloom
Daniel Frankel, +1
Will Netflix go (Mr.) Beast mode on YouTube's creators? Does Amazon have too much control over CTV advertising? And how did Charlie Ergen get to Donald Trump?

Jun 23, 2025

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17 min read

Will Netflix go (Mr.) Beast mode on YouTube's creators? Does Amazon have too much control over CTV advertising? And how did Charlie Ergen get to Donald Trump?

Our weekly newsletter covering all things technology, media and telecom also wonders if the NBA is about to set up league-wide local TV distribution with Amazon

Daniel Frankel
David Bloom
Daniel Frankel, +1
Netflix's new UX catches social flack, the Grim Wiedzer takes on Warner's vastly indebted SpinCo 2, and Apple TV+ sticks the landing with critics

Jun 16, 2025

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17 min read

Netflix's new UX catches social flack, the Grim Wiedzer takes on Warner's vastly indebted SpinCo 2, and Apple TV+ sticks the landing with critics

Also in this week's very streaming-focused edition of our weekly newsletter covering all things technology, media and telecom, we explain why YouTube really isn't 'TV' after all

Daniel Frankel
David Bloom
Daniel Frankel, +1
Cineverse declares search & discovery solved, Lionsgate chief bets on Grok, and Comcast beats down another RSN

Jun 9, 2025

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18 min read

Cineverse declares search & discovery solved, Lionsgate chief bets on Grok, and Comcast beats down another RSN

Also in our weekly newsletter covering all things technology, media and telecom, we look at mobile game maker Zynga's winning high-volume, trial-and-error strategy, and how the $8 billion Skydance-Paramount deal now appears to be slipping away

Daniel Frankel
David Bloom
Daniel Frankel, +1
Netflix targeted for FCC 'redemption,' TNT renders a poignantly sad NBA sign-off, and broadband usage growth spikes again

Jun 2, 2025

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19 min read

Netflix targeted for FCC 'redemption,' TNT renders a poignantly sad NBA sign-off, and broadband usage growth spikes again

In our weekly newsletter covering all things technology, media and telecom, MAGA regulators also look to take Charlie Ergen's spectrum and give it to Elon Musk

David Bloom
Daniel Frankel
David Bloom, +1
Tim Cook steps way out of his comfort zone, Netflix lets 'CoComelon' walk, and Claude tries to take over the ship

May 27, 2025

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19 min read

Tim Cook steps way out of his comfort zone, Netflix lets 'CoComelon' walk, and Claude tries to take over the ship

Also in our weekly newsletter covering all things technology, media and telecom, why Memorial Day box-office 'records' are bogus, and how AI toolmakers are pulling investment from M&E

David Bloom
Daniel Frankel
David Bloom, +1
The $34.5 billion Charter-Cox deal faces regulatory hangnail, NBCU and Michael Jordan make a $40 million mistake, and David Zaslav loses control of the bundle

May 19, 2025

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20 min read

The $34.5 billion Charter-Cox deal faces regulatory hangnail, NBCU and Michael Jordan make a $40 million mistake, and David Zaslav loses control of the bundle

Also in our weekly newsletter covering all things technology, media and telecom, Xumo founder Colin Petrie-Norris joins our Next TMT Talks podcast to talk about his new 'empowering' AI startup, and we get hyped for David O. Russell's upcoming John Madden biopic

David Bloom
Daniel Frankel
David Bloom, +1
Netflix launches a risky UX makeover, subscription streaming enters the upfronts on an ad-supported roll, and FWA could run out of spectrum next year

May 12, 2025

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19 min read

Netflix launches a risky UX makeover, subscription streaming enters the upfronts on an ad-supported roll, and FWA could run out of spectrum next year

Also in our weekly newsletter covering all things technology, media and telecom, we ponder whether Donald Trump is serious about 100% foreign-movie tariffs, and why David Eilenberg is leaving Roku for his old job

Daniel Frankel
David Bloom
Daniel Frankel, +1
Roku declares its programmatic ad biz recession-proof, 'Charter entitlements' drive U.S. SVOD growth, and we mow through Paramount+ original 'MobLand'

May 5, 2025

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18 min read

Roku declares its programmatic ad biz recession-proof, 'Charter entitlements' drive U.S. SVOD growth, and we mow through Paramount+ original 'MobLand'

Also in our weekly newsletter covering all things technology, media and telecom, Fox's planned SVOD is all about the data, Apple TV+ finally gets serious about catalog depth, and Tier 2 cable finally gets serious about 'cellphone internet' competition

Daniel Frankel
David Bloom
Daniel Frankel, +1
Is there too much TVOS? Is the Redstone family legacy ruined? And is Ted Sarandos right about movie theaters?

Apr 28, 2025

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21 min read

Is there too much TVOS? Is the Redstone family legacy ruined? And is Ted Sarandos right about movie theaters?

Also in our weekly newsletter covering all things technology, media and telecom, we examine Comcast's increasingly desperate quest to turn around its core broadband connectivity business, and we reveal the latest IAB data showing CTV's growing dominance

Daniel Frankel
David Bloom
Daniel Frankel, +1
Luka  Dončić sparks a 16% NBA TV ratings revival, EchoStar looks to reanimate its terminal pay TV biz, and we look to David Ellison and Shari Redstone to 'Harvard up'

Apr 21, 2025

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18 min read

Luka Dončić sparks a 16% NBA TV ratings revival, EchoStar looks to reanimate its terminal pay TV biz, and we look to David Ellison and Shari Redstone to 'Harvard up'

From the ashes of trade journalism comes ... a new kind of trade journalism. Your free weekly newsletter covering the important stuff in technology, media and telecom

David Bloom
Daniel Frankel
David Bloom, +1
Paramount+ becomes America's hottest SVOD, AI data-center expansion hits a tariff-induced snag, plus our harrowing and unplanned journey into the Coachella 'death zone'

Apr 14, 2025

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19 min read

Paramount+ becomes America's hottest SVOD, AI data-center expansion hits a tariff-induced snag, plus our harrowing and unplanned journey into the Coachella 'death zone'

Also in our weekly newsletter covering all things technology, media and telecom, we examine the emergence of 'A Minecraft Movie' as the TikTok's generation's 'Rocky Horror,' and we lament the $900 million question Tom Staggs and Kevin Mayer didn't get asked at NAB

Daniel Frankel
David Bloom
Daniel Frankel, +1
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