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Lionsgate's economics saved 'John Wick,' but can Gavin Newsom rescue Apple and Netflix from Trump's tariffs?

Apr 7, 2025

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16 min read

Lionsgate's economics saved 'John Wick,' but can Gavin Newsom rescue Apple and Netflix from Trump's tariffs?

Also in our weekly newsletter covering all things technology, media and telecom, YouTube TV signs up its 9.4 millionth customer, while 'The White Lotus' aims for a cool 20 million viewers

Daniel Frankel
David Bloom
Daniel Frankel, +1
NAB 2025 Spotlight: Fireside with The Trade Desk's new Ventura OS; Feting Penn & Teller; and a Stephen A. Smith keynote; what to get into (and stay out of) in Vegas

Apr 3, 2025

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17 min read

NAB 2025 Spotlight: Fireside with The Trade Desk's new Ventura OS; Feting Penn & Teller; and a Stephen A. Smith keynote; what to get into (and stay out of) in Vegas

From the ashes of trade journalism comes ... a new kind of trade journalism. Presenting a very special NAB-themed issue of our FREE newsletter covering all things tech, media and telecom

Daniel Frankel
David Bloom
Daniel Frankel, +1
Samsung tops U.S. TVOS, Amazon and Jennifer Salke go 1 for 10, and MLB Opening Day strikes out on local TV

Mar 31, 2025

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20 min read

Samsung tops U.S. TVOS, Amazon and Jennifer Salke go 1 for 10, and MLB Opening Day strikes out on local TV

Also in our weekly newsletter covering all things technology, media and telecom, we look at how cheap fixed wireless access home internet is somehow getting even faster, and we have a short chat with Neal Mohan about YouTube's 'sudden' CTV dominance

Daniel Frankel
David Bloom
Daniel Frankel, +1
Apple TV+ signups explode on Amazon Channels, while Verizon, Charter and Comcast join Starlink in blowing up low-earth orbit

Mar 24, 2025

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19 min read

Apple TV+ signups explode on Amazon Channels, while Verizon, Charter and Comcast join Starlink in blowing up low-earth orbit

Also in our weekly newsletter covering all things technology, media and telecom, we look at TMT's $139 billion tariffs hit, and the rapid growth of short-form filmmaking using OpenAI's Sora

Daniel Frankel
David Bloom
Daniel Frankel, +1
Disney overpays Stephen A. Smith, DirecTV adds RSNs to its pricy skinny sports bundle, and we get our 'creative renaissance' on at HumanX

Mar 17, 2025

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19 min read

Disney overpays Stephen A. Smith, DirecTV adds RSNs to its pricy skinny sports bundle, and we get our 'creative renaissance' on at HumanX

Also in our weekly newsletter covering all things technology, media and telecom, we tune into Bluesky CEO Jay Graber's SXSW keynote, and we get ready to return to Vegas for more AI talk at NAB

Daniel Frankel
David Bloom
Daniel Frankel, +1
'Prison Break' reruns suit Netflix, Comcast and Charter's massive mobile margins ... plus our exclusive video interview with Smosh CEO Alessandra Catanese

Mar 10, 2025

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19 min read

'Prison Break' reruns suit Netflix, Comcast and Charter's massive mobile margins ... plus our exclusive video interview with Smosh CEO Alessandra Catanese

Also in our weekly newsletter covering all things technology, media and telecom, Elon Musk's $42.5 billion BEAD grab takes next steps, and YouTube makes it even harder to leave its CTV app

Daniel Frankel
David Bloom
Daniel Frankel, +1
Streaming churn finally improves, Brendan Carr fights media bias with more bias, and the Oscars somehow get even more niche

Mar 3, 2025

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19 min read

Streaming churn finally improves, Brendan Carr fights media bias with more bias, and the Oscars somehow get even more niche

Also in our weekly newsletter covering all things technology, media and telecom, we ponder the immortal revenue rizz of 'The Walking Dead,' the emerging power of broadband power users, and we award an Early Emmy to Noah Wyle

Daniel Frankel
David Bloom
Daniel Frankel, +1
More TV distribution messes for MLB, more NFL rights talk for Netflix, more antitrust heat for Disney ... and more 'James Bond' for everyone else

Feb 24, 2025

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18 min read

More TV distribution messes for MLB, more NFL rights talk for Netflix, more antitrust heat for Disney ... and more 'James Bond' for everyone else

Also in our weekly newsletter covering all things technology, media and telecom, we ponder NBCU's new 'Suits LA' reboot and Microsoft's all-powerful Majorana quantum chip

Daniel Frankel
David Bloom
Daniel Frankel, +1
A huge day for Tubi, a bad one for The Trade Desk, and a truce for YouTube TV and Paramount

Feb 18, 2025

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19 min read

A huge day for Tubi, a bad one for The Trade Desk, and a truce for YouTube TV and Paramount

In our weekly newsletter covering all things technology, media and telecom, we sit down with sports media guru Patrick Crakes, and we ponder an FCC weaponized for partisan hackery and now targeting Comcast

Daniel Frankel
David Bloom
Daniel Frankel, +1
Fox's mysterious SVOD plan, the NHL's chilling TV ratings,  and Elon Musk's 5G spectrum bonanza

Feb 10, 2025

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17 min read

Fox's mysterious SVOD plan, the NHL's chilling TV ratings, and Elon Musk's 5G spectrum bonanza

Also in our weekly newsletter covering all things technology, media and telecom, we ponder Led Zeppelin in IMAX, Disney's sustained streaming profits ... and what's with Super Bowl commercial creators' weird obsession with flying facial hair?

David Bloom
Daniel Frankel
David Bloom, +1
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
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