Walmart’s December 2024 acquisition of Vizio has triggered a strategic pivot that reveals both the retailer’s ambitions and limitations in the connected TV market. Following the acquisition, major electronics retailers, including Amazon, Best Buy, and Target, began reducing their emphasis on Vizio TV sales – a predictable response to a competitor controlling a key brand.…
The hot takes on Paramount’s decision to cancel The Late Show with Stephen Colbert in late 2026 are missing the forest for the trees. Regardless of why the show is ending, the reality is that all linear entertainment TV is dying at a rapidly accelerating rate. Consider the following data points: The irony is that…
Nuro has formally announced its long-anticipated strategic partnerships and received an investment from Uber that is “significantly more” than $300 million. Uber’s involvement as the ride-share partner is no surprise, but the inclusion of Lucid is more unexpected. The announcement raises fresh questions about Uber’s autonomy strategy, Waymo’s long-term role, and which OEMs are truly…
Here are our ten key questions for Netflix management on tomorrow’s Q2 2025 earnings discussion (our Q1 2025 questions can be found here). 1) New UI/UX and Live Programming. Two months ago you began rolling out a new, dynamic UI/UX (link). Help us understand why this new user interface is so important as you expand live…
Welcome to the sixteenth edition of the LightShed Earnings Scorecard, our ongoing analysis of earnings call quality. This quarter, we tracked 77 companies, the same as last quarter. Lionsgate split in to two companies (Starz and Lionsgate Studios), while MSG Sports was on its semi-annual conference call break. “Liberation Day” sparks tariff turmoil A predictable…
Last week, Grayson Brulte and I hit the road to take a ride in Tesla’s Robotaxis in Austin, Texas. Grayson, my co-host on the Autonomy Markets podcast, joined me for three jam-packed days fully immersed in the city’s thriving autonomous ecosystem. Below are 10 key takeaways from the trip, but for actual footage from inside…
Wall Street’s read on the departure of Apple’s COO is that it will cause little disruption. A Bloomberg article this morning framed this lack of disruption as a positive. But isn’t disruption exactly what Apple needs right now? AI will reshape industries across the global economy, and Apple risks becoming one of its casualties. While…
Over the next 18 months, we believe investors will increasingly view Reddit as a key beneficiary of the AI revolution, which is rapidly altering and disrupting every industry we follow. The much discussed fear today is that as search evolves from links that send traffic to a publisher’s site to AI summaries that send limited-to-no…
Waking up to headlines at the 2025 Cannes Lions that Netflix struck a deal with TF1 (link), a French over-the-air TV broadcaster, to offer their linear feed on Netflix was more than just a tad surprising. While the agreement gives Netflix SVOD access to all of TF1’s content in France, Netflix has never offered a…
Here are our takeaways and what we think could happen next after the stunning Bloomberg report late Friday about meetings that EchoStar Chairman Charlie Ergen had with FCC Chairman Brendan Carr and President Donald Trump. Our analysis is based on that report, which may reflect only one perspective of the discussions. Carr’s Push Toward a…
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