Apple’s 12-quarter streak of double-digit Services growth ended in September, and growth will slow further in the December quarter. Not surprisingly, Siri AI is not delivering the incremental Services revenue growth that many had hoped for. Siri Still Su… The hope was that Siri AI would get customers to spend more on Services without Apple…
SpaceX cannot simply acquire Boost Mobile and inherit its MVNO agreements with AT&T and T-Mobile, as this morning’s Washington Post story suggests. We confirmed that on EchoStar’s Q1 2025 earnings call, when management said a similar wholesale arrangement with cable operators would “require cooperation from all parties.” We see no reason those restrictions would disappear…
After founding Netflix in 1997, Reed Hastings left the Board of Directors in June to focus on running Powder Mountain in Utah, his Board role at Anthropic and philanthropy. When asked by Kara Swisher what it’s like to be on the outside looking in as Netflix leadership makes major executive changes, Hastings said, “I heard…
Best Time to Be a Creator, Scariest Time to Be a Studio: Rich Greenfield Interviewed on Post Credits
Netflix has gone a full year without a breakout hit. Engagement is declining, revenue growth has slowed to 12%, and investors no longer believe the flywheel works. Netflix is now a show-me story. But Netflix is not Hollywood’s biggest problem. No TV show on any platform has broken into the zeitgeist this year. Newly formed…
In the past five years, YouTube has more than doubled its share of TV time from 6% to 16% and is now the most-watched service on television screens. After long deriding the content on YouTube as UGC (user-generated content), legacy media is now signing creator deals with the talent it previously dismissed. Just 18 months after Ted Sarandos said…
Dish walked away from a nationwide 5G network. This morning, American Tower told investors who owns the radios and antennas now. It’s the tower companies. Dish is out of the picture. That is good news for SpaceX, which we have long argued should buy this gear. It is bad news for Verizon’s claim that a…
Verizon mentioned mmWave eight times on its earnings call. The last time management was this excited about this spectrum band, we flew to Chicago and watched gigabit speeds disappear behind a pane of glass. Now mmWave is the fix for a fixed wireless business that just posted its slowest growth ever and a wireless business…
Two sci-fi series created with generative AI, “Kira” and “Space Nation,” had their world premiere pilot screenings at last week’s Mipcom 2026 in Cannes (link). This was the first time a completely AI-generated series (let alone two) had been shown to buyers at Mipcom, and these were not sizzle reels or two-minute proofs of concept.…
Despite a turbulent market and slowing ARR growth, we expect Anthropic to proceed with its reported November IPO. There is too much smoke to think otherwise, including multiple leaks of its draft S-1, which we believe will be made public imminently. More importantly, Anthropic needs capital, with competitors pursuing the same investor dollars. That leaves…
Meta reports Q3 earnings later today, its first since launching Muse and a day after the second “leak” of Anthropic’s draft prospectus. The contrast could not be sharper: Anthropic is a fast-growing enterprise business that depends on a handful of customers and rents most of its compute, while Meta…
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