Last week, we joined the Marketecture podcast, hosted by Ari Paparo and Eric Franchi (full episode embedded below, followed by key highlights and timestamps). During the podcast, we discussed why The Trade Desk is entering the #tvOSwars, how they could scale devices, how adding first-party data could fuel The Trade Desk’s growth and whether CTV content…
The Trade Desk publicly confirmed they are launching their own tvOS, called Ventura, in 2025 (press release), following three months of constant public denial (including our post, which tied to Lowpass.cc). The Trade Desk also noted Ventura was three years in the making, raising the obvious question of what took them so long to publicly…
Today could be the final Liberty Investor Day. Simplification of the structure continues with the announced split-off of LLYV yesterday. More importantly, CEO Greg Maffei announced his retirement from Liberty effective at year-end 2024. Truly the end of an era. Liberty has executed on more transactions than we can remember over the past few decades.…
There has been a lot of talk about the impact podcasting had on this year’s Presidential Election, but the focus should be on video podcasting and, in turn, the power of YouTube (and the longer-term potential of Spotify as they lean more aggressively into video). This week’s episode of Colin and Samir (OG YouTubers), titled…
Last Friday, Puck’s John Ourand interviewed LightShed’s Rich Greenfield on The Varsity podcast. They discussed how M&A could impact the media sector under a Trump administration, the tension between dream mergers and egos, why media companies waited so long (too long) to exit their linear TV assets, whether Netflix will become a major player in…
On April 24, 2024, President Biden signed the Protecting Americans From Foreign Adversary Controlled Applications Act (PAFACA) into law. Unless delayed three months by President Biden, PAFACA takes effect on January 19, 2025, the day before inauguration. To date, there has been no indication that Biden will delay PAFACA from taking effect on January 19th.…
Just days after the public launch of ChatGPT web search functionality, OpenAI created a browser extension to switch your default search engine to ChatGPT (see the notification on ChatGPT’s site embedded below). You can download OpenAI’s Chrome extension here. After installing the Chrome extension, anything you type in the Chrome browser bar performs a ChatGPT…
Earlier today, Comcast announced it was “exploring whether creating a new well-capitalized company owned by our shareholders and comprised of our strong portfolio of cable networks would position them to take advantage of opportunities in the changing media landscape and create value for our shareholders” and that it is “now open to considering partnerships in…
Comcast’s contracts to carry the Discovery, Scripps, Turner and HBO cable networks all expire over the coming year. While Comcast represents ~20% of the combined MVPD/vMVPD universe, investors are rarely this focused on a specific affiliation renegotiation. But this is NOT a normal renegotiation, with investors unsure about Warner Bros. Discovery’s ability to maintain carriage…
At LightShed, we try to shy away from writing earnings previews and reviews. It is simply not our business model. However, when there is a significant dislocation between the Street and reality, we make an exception. Such is the case with Live Nation, where a fundamental misunderstanding of the impact of venue mix has driven…
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