Last week, we had the opportunity to speak at the APOS 2021 Virtual Conference, the premier event for the Media, Telecom and Entertainment industries in Asia, created and hosted by Media Partners Asia (MPA). Vivek Couto, Executive Director & Co-Founder, Media Partners Asia has given LightShed permission to showcase our own presentation and Couto’s presentation…
The holy grail of advertising is the ability to transform ads into content that is value add to the consumer. Ultimately, this is why digital is taking share from untargeted ads across legacy media by driving conversion and enabling far higher ad loads. Pinterest is well-positioned to not only capitalize on this trend, but be…
Here are the nine key questions investors should be asking management on tonight’s Netflix Q1 2021 earnings interview (our Q4 2020 questions can be found here). 1. Why Was Sony Pay 1 So Important? Given Disney’s focus on unifying the Marvel Character Universe, we were shocked to see Netflix outbid Disney to license Pay 1 rights…
Over the past few days, we have listened to two podcasts that shine a light on just how fast the media industry is evolving. The Smartless podcast hosted by Jason Bateman, Sean Hayes and Will Arnett interviewed Netflix Co-CEO and Chief Content Officer, Ted Sarandos and the Recode Media podcast hosted by Peter Kafka interviewed…
We are bullish on legacy MSG Entertainment. The live entertainment business was perhaps the biggest pandemic victim in TMT. However, the company has managed its way through with a strong balance sheet entering the crisis, some additional debt and ample cost cutting – some of which will be permanent. We are confident that live entertainment…
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