Promotional activity by wireless operators plays an important role in smartphone sales. Unfortunately for Apple, operators have spent the last eight years tightening upgrade policies and pulling back on device promotions, which we believe has contributed to the lengthening of the smartphone replacement cycle. However, this year, there are some early signs that operator promotions…
Fostering creativity is one of the most important aspects of building a successful entertainment company. Whenever we think about fostering a creative culture, we think of the following wisdom from former HBO CEO Richard Plepler: Create an environment where the painters want to paint While there is no arguing that Plepler was amazing at fostering…
A few years ago, Comcast executives were openly talking about video subscriber “growth” benefiting from their investment in the industry-leading X1 platform/technology (link). By 2018, the strategy had shifted to a focus on “profitable” video subscribers (link), calling themselves a connectivity company and fully integrating third-party video apps such as Netflix into their set-top boxes…
Summer 2019 is over and team LightShed has emerged from our two-month hiatus (read about our transition, here). We have had plenty of time to take a step back and reevaluate the state of the TMT world. We are excited to finally share some of our thoughts. We look at the broad TMT landscape using…
Welcome to LightShed Partners. While today is day one for our new venture (press release, link), you will find that not much has changed. Our founding team has been largely together for well over a decade. You know each of our partner’s personalities well – from Rich’s colorful “dog on a bone” persona, to Walt’s…
Technology, Media and Telecom Analysts Richard Greenfield, Walter Piecyk and Brandon Ross Join Together to Form Independent Research Firm, LightShed Partners NEW YORK, September 10, 2019 — LightShed Partners (“LightShed”), a new technology, media and telecommunications (“TMT”) independent research firm, today launches a tiered subscription research business to bring institutional investors thought-leading, thematic research analyzing…
“Rich, Walt and Brandon have always pushed to provide unique and thematic views; while we will miss having them on our platform, we are happy to be aligning with their new efforts.” NEW YORK–(BUSINESS WIRE)–BTIG has announced today that it plans to strategically partner with a new TMT venture led by Richard Greenfield, Walter Piecyk and Brandon Ross, BTIG…
Ahead of tomorrow’s Q2 2019 Netflix Earnings Interview, we wanted to lay out our top 8 questions/issues we have for management (for a look at our key questions heading into Q1 2019, see our April 16, 2019 blog, link): 1) TAM & Long-Term Pricing: When we first met Netflix, you talked about a US TAM of 60-80 million with a…
If Game of Thrones, Big Little Lies, Westworld, Veep, True Detective, Succession and Chernobyl did not get you to subscribe to HBO or HBO Now at $15/month, we are a bit skeptical that adding in Friends will suddenly make you want to sign up for HBO Max at $16-$17/month – nor will a new Gremlins…
We have been fascinated by the disruptive potential of non-profit Locast since it launched in early 2018. Locast has the potential to stymie retransmission consent fee growth, as well as to accelerate cord-cutting, as it helps consumers address the “sports hole” that exists within SVOD offerings without the need to subscribe to increasingly expensive vMVPD offerings:
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