Sports
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Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating
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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
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Ratings are down for the Olympics, which could be bad news not only for TV but industries everywhere.
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WBD Split, HBO and Warner, Whither Sports?
WarnerBros. Discovery is splitting up, but the real split goes back to Turner Broadcasting.
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The ESPN Streaming Service, The Status of U.S. Sports Rights, The Danger of Intentionality
The ESPN streaming service is official, completing the transition of sports watching from inevitability to intentionality.
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YouTube TV, Wiz, and Why Monopolies Buy Innovation
Google could aggregate TV, but it might not have the product capability; that’s a convoluted way of explaining why buying Wiz is a good idea
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Super Bowl Ratings, Netflix to Bid on F1?, Thomson Reuters v. Ross Intelligence
The Super Bowl drew record ratings even if it wasn’t a big deal on social media; the NBA has the opposite problem. Is consolidation of media the way? Then, a new court case about AI.
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Netflix’s Boxing Event, Customer Acquisition vs. Churn Mitigation, Accounting for Events
The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer acquisition and churn mitigation.
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An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.
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iPhone Pricing, DirecTV and Disney, Bars and Sports
Why I think Apple will raise iPhone prices, plus Disney is in another carriage dispute.
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Intel Concerns, Fubo Blocks Venu
Intel Concerns, Fubo Blocks Venu
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NBC Measurement, Apple and Patreon, Substack Next?
A note on NBC’s changing ratings. Then, Apple is demanding its pound of flesh from Patreon creators, who aren’t getting any of the benefits of the App Store Apple says it deserves to be compensated for.