Happy New Year. We are kicking off LightShed’s TMT coverage in the new year by laying out our top predictions and events to watch for in 2022 – what we call our #Top22for22. To see what we got right and wrong in last year’s Top 21 list for 2021, click here. 2021 was supposed to be the year…
Telesat is finally a public company with a simplified structure that provides investors with an opportunity to invest in Litespeed, a new LEO satellite constellation targeting the global enterprise connectivity market. There are scenarios for Litespeed and the monetization of Telesat’s C-Band spectrum that could result in Telesat’s stock rising 10x from current levels. In…
As usual, our most read post of the year is the first post of the year: the LightShed Team’s predictions for the year ahead. Streaming wars, tvOS wars, the battle for time spent vs. subscribers and the rise of connected TV advertising drove the most interest. Perhaps even more interesting is that the #2 most…
CivicScience Founder and CEO, John Dick, launched a podcast earlier this year called The Dumbest Guy in the Room: The Podcast Where DATA meets LIFE (CivicScience is a market research firm that provides early and fast consumer trend intelligence). Axios’ Sara Fischer and LightShed’s Rich Greenfield joined TDGITR podcast a few weeks ago to talk about…
Late last week, Warner Bros Discovery filed their S-4 proxy statement tied to the pending merger of WarnerMedia and Discovery (link). We have the following seven observations/reactions to reading the document: 1) Relative Ownership Compromise: At the start of the negotiation between AT&T and Discovery, AT&T management wanted to own 75% of the combined business…
Hollywood talent cares about two things: making money and becoming famous. And of course, those are very intertwined over the long haul. When Netflix beat out HBO for House of Cards by guaranteeing two seasons upfront, it was easy for Hollywood to dismiss Netflix as simply overpaying talent for an individual piece of content. 8…
The word metaverse is perhaps the most overused and misused term in 2021. As we exit Q3 earnings, the number of companies with plans to “build a metaverse” is mind boggling – even if their definitions or interpretations of the metaverse have little to no attributes of that always on, 3D interactive space with a functioning…
Disney is set to report fiscal Q4 September 2021 earnings after the close this evening. These are the seven key questions and issues we are thinking about heading into earnings. 1) Do You Have a Hulu Strategy? Hulu has numerous challenges. Linear TV is dying, which has been the lifeblood of Hulu since its inception.…
We are meaningfully raising our subscriber, revenue and EBITDA loss forecasts on FUBO (as shown in the chart embedded to the right) as they try to spin investors on the value of acquiring profitless subscribers that other MVPDs/vMVPDs did not want. To make matters even worse, FUBO has taken advantage of retail investors to raise…
As cable (video) companies have transformed themselves into connectivity (broadband) companies, it is not surprising to see Comcast investors worried about the slowdown in broadband subscriber net additions (Comcast has lowered expectations twice in the past two months and Charter once). While it remains to be seen how much of the broadband slowdown is COVID…
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