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Daniel Frankel
Daniel Frankel

Daniel Frankel, co-founder and editor-in-chief of Next TMT, has 20+ years covering tech/media.

Midweek report: Is Netflix already well on its way to running down YouTube? And Apple sticks adtech with a sour surprise

Oct 15, 2026

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8 min read

Midweek report: Is Netflix already well on its way to running down YouTube? And Apple sticks adtech with a sour surprise

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, Hub Entertainment Research examines the tectonic shifts in consumer habits that are driving our current 'GTA 6' mania

Daniel Frankel
David Bloom
Daniel Frankel, +1
Netflix reportedly set to focus cuts on live experiences and fan events, and Skydance emerges with deceptively powerful live-sports portfolio

Oct 13, 2026

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9 min read

Netflix reportedly set to focus cuts on live experiences and fan events, and Skydance emerges with deceptively powerful live-sports portfolio

Also in the flagship edition of our newsletter covering all things technology, media and telecom, is belt-tightening about to hit Apple TV, too?

David Bloom
Daniel Frankel
David Bloom, +1
Midweek report: Super-indebted Skydance less in last place where it counts, and why the upcoming Disney+ Super Bowl LXI live-stream probably signals Hulu's end

Oct 8, 2026

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9 min read

Midweek report: Super-indebted Skydance less in last place where it counts, and why the upcoming Disney+ Super Bowl LXI live-stream probably signals Hulu's end

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, will Meta's surprisingly spry Muse be the the one that finally breaks iPhone hegemony?

Daniel Frankel
David Bloom
Daniel Frankel, +1
Netflix might end up getting some of the best Warner Bros. assets for free, and AWS chief Matt Garman says we should stop worrying and love data centers

Oct 5, 2026

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9 min read

Netflix might end up getting some of the best Warner Bros. assets for free, and AWS chief Matt Garman says we should stop worrying and love data centers

Also in the flagship edition of our newsletter covering all things technology, media and telecom, Elon Musk warns Delta Airlines' CEO that he'll rue the day he scorned Starlink

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Big tech moves on from the NFL to chase its hyper-scaled dreams, and Casey Bloys remains undefeated

Oct 1, 2026

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10 min read

Midweek report: Big tech moves on from the NFL to chase its hyper-scaled dreams, and Casey Bloys remains undefeated

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, Ted Sarandos says L.A. brought its film-and-TV production woes upon itself

Daniel Frankel
David Bloom
Daniel Frankel, +1
TV's 'third trimester' replaces the traditional 'fall season,' and DirecTV quietly hoists a 'Streamflation'-busting bargain

Sep 28, 2026

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9 min read

TV's 'third trimester' replaces the traditional 'fall season,' and DirecTV quietly hoists a 'Streamflation'-busting bargain

Also in the flagship edition of our newsletter covering all things technology, media and telecom, we look at the latest TV series heralding our national decline, the Kardashian-produced 'Team Moms: Baseball'

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Streamflation hits the Disney Bundle, and super-indebted Paramount's $6 billion in synergies bear down on Hollywood

Sep 24, 2026

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9 min read

Midweek report: Streamflation hits the Disney Bundle, and super-indebted Paramount's $6 billion in synergies bear down on Hollywood

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, newly minted MAGA nice-guy Ari Emanuel picks which funny CAA mailroom names he liked getting called the most

Daniel Frankel
David Bloom
Daniel Frankel, +1
Linear TV levels up its flight path, while Bari Weiss' body-snatched '60 Minutes' plunges to a new 'Dateline'-like low in search of ratings

Sep 21, 2026

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9 min read

Linear TV levels up its flight path, while Bari Weiss' body-snatched '60 Minutes' plunges to a new 'Dateline'-like low in search of ratings

Also in the flagship edition of our newsletter covering all things technology, media and telecom, with a federal judge set to render a pivotal $1.9 billion decision on Thursday, we look at how Paramount and the 12 AGs are getting serious about settlement talks

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Amazon takes niche SVOD dominance next level with bargain bundle, and why Bari Weiss' '60 Minutes' troubles transcend bad premiere ratings

Sep 17, 2026

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9 min read

Midweek report: Amazon takes niche SVOD dominance next level with bargain bundle, and why Bari Weiss' '60 Minutes' troubles transcend bad premiere ratings

Also in Thursday's edition of our newsletter covering all things technology, media and telecom, Hub Entertainment Research examines Gen Z's surprisingly strong attachment to TV sports

David Bloom
Daniel Frankel
David Bloom, +1
ESPN deals with 'disaster' Clippers story, The Trade Desk cuts 500 workers amid 'shocking' growth stall-out, and yes, streaming is still cheaper than cable TV

Sep 8, 2026

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9 min read

ESPN deals with 'disaster' Clippers story, The Trade Desk cuts 500 workers amid 'shocking' growth stall-out, and yes, streaming is still cheaper than cable TV

Also in the flagship edition of our weekly newsletter covering all things technology, media and telecom, catch all of David's Venice Film Fest video interviews, featuring filmmakers Catherine Hardwicke and Rob Minkoff, producer Edward Saatchi, Google Android XR exec Jon Zepp and Andy Serkis's immersive co-director Josh Nelson Youssef

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: The stream dies hard and fast for Victory+, and Roku sets strict Apple-like rules for app developers

Sep 3, 2026

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9 min read

Midweek report: The stream dies hard and fast for Victory+, and Roku sets strict Apple-like rules for app developers

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we dive deep into the Venice Film Festival's immersive video onslaught

Daniel Frankel
David Bloom
Daniel Frankel, +1
Bundles shield consumers from rampant Streamflation, and is Nokia dialing up an ignominious Finnish finish for America's premier R&D facility, Bell Labs?

Aug 31, 2026

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9 min read

Bundles shield consumers from rampant Streamflation, and is Nokia dialing up an ignominious Finnish finish for America's premier R&D facility, Bell Labs?

Also in the flagship edition of our newsletter covering all things technology, media and telecom, what Britain's defanging of the East India Company 238 years ago can teach us about our current tech oligarchy

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Nvidia's 106% Q2 revenue bump buoys belief in bubble banker, and Meta's $17 billion child safety settlement comes up short of a 'Big Tobacco Moment'

Aug 27, 2026

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10 min read

Midweek report: Nvidia's 106% Q2 revenue bump buoys belief in bubble banker, and Meta's $17 billion child safety settlement comes up short of a 'Big Tobacco Moment'

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, our latest panel discussion focuses on how streamers can use AI to increase operational intelligence and efficiency, and better merchandise their digital content

Daniel Frankel
David Bloom
Daniel Frankel, +1
Rob Bonta calls off Monday's Paramount meeting, while Charter struggles to ditch the disagreeable economics of its Lakers and Dodgers channels

Aug 24, 2026

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10 min read

Rob Bonta calls off Monday's Paramount meeting, while Charter struggles to ditch the disagreeable economics of its Lakers and Dodgers channels

Also in the flagship edition of our newsletter covering all things technology, media and telecom, we ponder the Elon Musk idea that one analyst called one of the three 'dumbest' he'd ever heard

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Is linear TV about to 'hit the floor'? And what is it about Fios TV that's still so ... satisfying?

Aug 20, 2026

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10 min read

Midweek report: Is linear TV about to 'hit the floor'? And what is it about Fios TV that's still so ... satisfying?

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we look at the high bar and tough supply chain Apple faces for its upcoming of the pricy iPhone 18

Daniel Frankel
David Bloom
Daniel Frankel, +1
Nvidia follows in the hallowed footsteps of Lucent, Enron and Lehman, 'New Cox' gets ready to rumble with Big Wireless, and franchise-famished Disney defibrillates ancient Oswald

Aug 17, 2026

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9 min read

Nvidia follows in the hallowed footsteps of Lucent, Enron and Lehman, 'New Cox' gets ready to rumble with Big Wireless, and franchise-famished Disney defibrillates ancient Oswald

Also in the flagship edition of our newsletter covering all things technology, media and telecom, OG YouTube influencer Hank Green gets attacked by feral band of AI-loathing, radical primitivist movie fans

Daniel Frankel
David Bloom
Daniel Frankel, +1
Midweek report: Paramount's top  lawyer declares that 'everything' (including CNN) is 'on the table'

Aug 13, 2026

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9 min read

Midweek report: Paramount's top lawyer declares that 'everything' (including CNN) is 'on the table'

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we ponder streaming's groundbreaking 30% surge in upfront commitments

Daniel Frankel
David Bloom
Daniel Frankel, +1
Tubi joining the streaming elite, HBO Max declared 'scaled,' and Netflix climbs aboard the 'GTA 6' bandwagon

Aug 10, 2026

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10 min read

Tubi joining the streaming elite, HBO Max declared 'scaled,' and Netflix climbs aboard the 'GTA 6' bandwagon

Also in the flagship edition of our newsletter covering all things technology, media and telecom, mysterious friends of Nikki Finke's estate seek to finally publish her big Hollywood tell-all

Daniel Frankel
David Bloom
Daniel Frankel, +1
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
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