Here are our 10 key questions for Netflix management on tomorrow’s Q3 2026 earnings discussion (our Q2 2026 questions can be found here).
1) Why Were Bela Bajaria and Dan Lin Fired and Not Ted Sarandos? Ted Sarandos built…
SpaceX is building a terrestrial wireless network as part of a plan to compete for wireless subscribers in the United States. LightShed’s Walter Piecyk joined The Verge’s Nilay Patel on Decoder to discuss SpaceX’s path into wireless, lessons from Dish’s demise and T-Mobile’s rise, and why massive industry margins invite disruption. We also discussed Verizon’s…
AT&T’s exit from Mexico is another reminder of how much John Stankey has changed the company. What was once a sprawling collection of media and international assets is increasingly a focused US wireless and fiber business. That pivot could prove particularly valuable as SpaceX emerges as a longer-term competitive threat. It may also leave Verizon…
A year ago, investors believed Meta could not win AI. Llama 4 had disappointed, Meta was burning massive amounts of cash on compute, and OpenAI owned the consumer chatbot use case while Anthropic owned the conversation around coding agents. Then Muse launched on September 8th and quickly became one of the fastest-growing consumer AI products…
LightShed Earnings Scorecard: Twenty-First Edition Welcome to the 21st edition. SpaceX made its debut, joined by Nvidia and Bending Spoons, bringing us to 81 calls and more than 70 hours on the line. AI talk declined, tariffs crept back into the conversation, and the Hall of Shame welcomed its second-largest class on record. A Record…
SpaceX’s latest spectrum deal has investors once again questioning the future of the U.S. wireless industry. We think some of that fear is premature, but the telcos haven’t done themselves any favors. They’ve spent years dismissing SpaceX as a competitive threat while passing on opportunities that might have worked in their favor. Yesterday’s announcement raises…
“When you’re speaking to an advertiser, they have to have some understanding about where this content is available and when…A creator’s posting strategy has implications” That was YouTube CEO Neal Mohan speaking to the Wall Street Journal just two weeks ago (link). Coming from the CEO of…
Paramount Skydance’s purchase of Warner Bros. Discovery is déjà vu all over again. The combined company starts at roughly $12 billion in EBITDA, the exact same place WBD started after WarnerMedia merged with Discovery Global, before watching it fall to $9.5 billion. LightShed’s Rich Greenfield joined Puck’s Matt Belloni on The Town to debate whether…
This past June at the UFC Freedom 250 event at the White House, with Meta stock trading at $567, I went up to Zuck and I said, ‘No one was talking about Anthropic a year ago, and Google was left for dead. That’s obviously all changed, but people just ignore you [meaning Meta].’ And with a straight face, instantaneously, he said…
The most surprising part of yesterday’s SPECS launch and hands-on demo was how completely separate SPECS felt from Snap’s core product, Snapchat. While Snapchat pioneered AR lenses and AR technology is a fundamental part of SPECS, Snapchat is fundamentally a utility for communicating with your friends, with…
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