Menu Close

Are Zaslav, Chapek, Roberts, Redstone and Murdoch Prepared to Take Evasive Action?

“Houston we have a problem” from the Apollo 13 successful failed mission in 1970 (and the 1995 movie) reminds us that NASA astronauts are trained and prepare extensively for worst case scenarios, whereas legacy media executives have not even acknowledged the dangerous situation they are entering, let alone operationally prepared to take evasive action as…

LightShed’s Rich Greenfield Interviewed by Puck News’ Matthew Belloni on The Town Podcast July 2022

Last week, Puck News’ Matt Belloni interviewed us on The Town podcast to discuss the state of the streaming wars as investors appear to have given up on the entire sector, the importance of time spent vs. subs as advertising grows in importance (see today’s time spent blog post, link), why Microsoft makes sense as an ad partner for Netflix, whether legacy media will slow streaming investment in a recession, why Disney should sell Hulu to Comcast, the SkyDance threat to Disney’s animation prowess and what happens if Apple TV+ wins Sunday Ticket.

Advertising: Streamers, If You Do Not Optimize for Time Spent, You Will Fail

In the linear TV world, consumers were essentially stuck in a walled-garden of broadcast and cable networks. Channel surfing led to consumers stumbling on programming and getting lost in the world of linear TV. At its peak, over 100 million households were subscribing to a multichannel bundle of TV channels and watching 5+ hours/day/person, generating…

The LightShed Earnings Scorecard. Edition 4

Welcome to the Fourth Edition of the LightShed Earnings Scorecard. We’re happy to report that the length of prepared remarks declined in Q1. Meanwhile, the discussion about inflation picked up dramatically and we added “recession” to the list of terms we track. Please enjoy our ongoing and hopefully entertaining mission to hold companies and analysts accountable…