Last week we wrote a note about the wireless industry’s 5G growth problem. (Click here) In that note, we discussed subscriber growth expectations that are below consensus. We also highlighted the potential impact of an uncertain economic outlook on an industry unwilling to test its pricing power during this inflationary period. That generated some good…
Wireless operators in the United States committed to invest over $200 billion into 5G, but does anyone care? Consumers have shown little interest in switching between service providers because of 5G. They have also been slow to upgrade to higher-priced 5G rate plans with their existing provider. Meanwhile, wireless operators face a more challenging economic…
The current Twitter M&A situation is complete and utter insanity, let alone unprecedented. Elon Musk appears to be having serious doubts about buying Twitter at $54.20, regardless of the legally binding agreement he signed last month. Worse yet, he appears to be violating the NDA tied to the in-process transaction and openly disparaging the company…
Investors have soured on direct-to-consumer streaming as losses pile up while Netflix’s dramatic slowdown in the past six months has undermined the idea of achieving the necessary scale to drive robust profitability. At the same time, fears of economic weakness/recession are growing, with inflation at historic levels and supply chain issues persisting, on top of…
We have been highlighting the competitive threats to cable operators on our weekly podcast, Twitter and in our notes on wireless companies. But that’s not enough. As Charter stock declined, numerous investors asked if now is the right time to step in. We used that question to address our broader views on the future of connectivity…
Legacy media and cable companies have never been known for being on the bleeding edge of technology. Just look at how late they were to the streaming video party and now the connected tvOS party. It took a rapid increase in cord-cutting to finally make them realize they had to enter streaming video. The rapid…
Last Friday, The Ankler’s Richard Rushfield interviewed us on The Ankler Hot Seat podcast to discuss the key takeaways from the Netflix stock crash. The full 34-minute interview is embedded below, with topics and timestamps laid out below. The interview ties to three recent posts: Time to Sound the SVOD Alarm and Reverse Course to…
LightShed’s Rich Greenfield Interviewed by Puck News’ Matthew Belloni on The Town Podcast April 2022
Yesterday, Puck News’ Matt Belloni interviewed us on The Town podcast to discuss the key takeaways from the Netflix stock crash. The full 26-minute interview is embedded below, with topics and timestamps laid out below. The interviews ties to two recent posts: Time to Sound the SVOD Alarm and Reverse Course to Arms Dealers? Is…
Virtually the entire legacy media sector has pivoted to building their own direct-to-consumer streaming services so they can have a direct relationship with consumers for the first time (historically they only distributed through third parties such as movie theaters and cable/satellite companies). Despite regularly attacking Netflix content quality and/or profitability, legacy media management teams were…
From a DVD-by-mail company to a streaming juggernaut, Netflix’s Co-Founder Reed Hastings has repeatedly proven adept at seeing the future and pivoting the company to take advantage of changes in technology and consumer demand for content. Blockbuster was going to kill Netflix, Amazon was going to kill Netflix, HBO was going to kill Netflix, and…
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