The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation
An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.
Happy Thanksgiving! Tencent’s earnings and impressive diversification, and the impact on Apple, plus why MLB’s new deal with Fox shows that sports are as valuable as ever.
Amazon’s HQ2 process deserves the most cynical of lenses. Then, Disney revealed more details of their streaming service, with a surprising focus on Hulu — and linear TV.
The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.
Snap had strong results that build on progress made last quarter; the company is looking less like Twitter, at least for now. Then, FOX spends on football, even as the Sports Linchpin weakens.
The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?
Understanding regional sports networks, and why they make sense with ESPN — but why ESPN makes less and less sense with Disney. Then, a brief — and final — follow-up on Title II and Net Neutrality.
Disney’s rumored acquisition of 21st Century Fox is all about competing with Netflix; whether or not that is a good thing depends on your frame of reference.
Disney may buy portions of 21st Century Fox; it is a deal that makes a lot of sense for both sides, particularly when you consider how the industry has been fundamentally changed.