Happy New Year! As always, we are kicking off TMT coverage in the new year by laying out our top predictions and events to watch for in 2020 – what we call our #Top20for20. To see what we got right and wrong in last year’s Top 19 list for 2019, it can be found here. The TMT landscape…
Yesterday reports surfaced that Apple may have interest in Pac-12 conference sports rights (link), while earlier this year, Amazon was part of the team-led investor group that acquired the YES Network (link). So why are the large tech platforms increasingly interested in local/regional sports rights, while we have yet to see them acquire high-profile national…
Our optimism continues to grow about T-Mobile’s ability to prevail in the State AG lawsuit challenging its acquisition of Sprint. We have no experience in these matters, have sought no legal advice, and have no idea what Judge Marrero deems relevant in making his decision. Yet, we have sat through eight days of testimony and…
Following the first time release of Netflix’s regional subscriber data (link), the New York Times wrote: “Netflix Looks Abroad as Growth Slows in the US.” There is no doubt that the core driver of the Netflix story is international expansion, but that has been the case for at least the past three years — literally nothing changed yesterday. Consider the following four Netflix facts: US subscriber growth has been decelerating since Netflix started breaking out streaming in 2012, other…
We believe T-Mobile has been effective at defending itself against the State AGs’ suit thus far. This week’s witnesses, which include Charlie Ergen of Dish and Marcelo Claure from Sprint, could alter that momentum but we suspect investors might have been too pessimistic about T-Mobile’s ability to prevail in court. In addition, based on details…
”If they want you to cook the dinner, at least they ought to let you shop for some of the groceries.” Patriots Head Coach Bill Parcells, January 31, 1997 (he left the next day for the Jets) We first wrote about the urgent need to combine Viacom and CBS on June 3, 2016 (link) –…
One week remains before the start of the State AGs court case against the Sprint/T-Mobile merger. We believe the odds that T-Mobile is able to secure a settlement before the trial begins are low, although the company will likely be pushing hard even in the final hours before the trial starts. In a separate proceeding,…
As we head into Thanksgiving weekend and with Q3 2019 earnings season for TMT a couple weeks behind us, we thought it would be helpful to pull out the most interesting, surprising and cringeworthy management quotes from Q3 earnings calls with some brief thoughts/snark tied to each quote in italics. #enjoy. Thematically, the most significant takeaway…
In March 2019, Instagram officially launched the ability to buy directly within the Instagram app — what Instagram called Instagram Checkout. Instagram Checkout enabled users to complete their entire purchase within the Instagram platform, eliminating the need to be sent to a third-party website (you can read Instagram’s blog post here). After your first Instagram…
We believe the FCC’s decision to conduct a public auction of C-Band spectrum will result in material delays in making important upper mid-band spectrum available for 5G. (Link) We are hopeful that the FCC can salvage the fate of C-Band spectrum through negotiations with existing license holders, but we are not optimistic given the lack…
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