Linear
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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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Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle
Netflix announced an NFL that makes a lot of sense, even if it would have been a big surprise previously. Then, Netflix is building their own ad platform, and everyone else is looking to re-bundle.
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An Interview with Matthew Belloni About Hollywood’s Streaming Struggles
An interview with Matthew Belloni about his career, Puck’s business model, and all of the mistakes Hollywood made over the last decade. Then, how sports, tech, and the future will impact the industry.
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The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings
The NBA’s next TV deal is coming into focus, and it looks like the last stop on the cable train; then, vignettes from Microsoft and Amazon earnings calls.
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Vision Pro at Work, The Sports Bundle
Enterprise could be a fruitful market for the Vision Pro; then, the first sports bundle is apparently on its way, including ESPN, WBD, and Fox.
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Amazon and Diamond Sports, Netflix and WWE
Amazon has made a deal with Diamond Sports and their regional networks, while Netflix has signed up WWE for its first “sports” rights content.