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- [0:00] Minor Swing.
- [0:58] Bienvenue tout le monde!
- [3:52] Can WWE sell for $9 billion?
- [8:16] Netflix investor price cutting fears are misplaced.
- [12:50] What is Walt’s middle name?
- [13:33] Your view of the ad market depends on where you sit.
- [17:20] Ergen says retrans will follow RSNs to the grave.
- [21:13] Will the Supreme Court avoid tech armagaddeon?
- [23:49] Zuck will copy everyone (other than better compensation for creators).
- [29:10] Meta gaining VR access to China is a win.
- [31:35] FCC moves to push ball forward on satellite to cell phone connectivity.
- [33:29] Ticketmaster looks to control the ticketing narrative.
- [40:34] Streaming IPL for free is problematic for Disney.
- [43:41] Spotify using AI to repackage what they already do.
- [47:36] Announcement: we are encouraging Lightshed staff to explore ChatGPT’s capabilities.
- [48:02] Fiber pullback positive for Charter.
- [50:52] Microsoft trying to compromise on ATVI deal.
- [52:43] Can Blumhouse moneyball gaming like they do movies?
- [55:07] Is Warner Bros. Games a keeper post Hogwarts Legacy?
- [58:22] Elon spent $44 billion to convince you that he is funny.
- [59:42] Heal the World.
- [0:00] Me Myself and I.
- [1:20] Walt could not be handling this week any better.
- [7:06] Investors to Snap: show me don’t tell me.
- [12:42] RSN leverage is irrelevant if they don’t generate positive EBITDA.
- [22:08] Why would Iger be at NBA Tech Summit if he wasn’t serious about keeping ESPN?
- [24:19] FTC purposely fighting losing battles.
- [31:38] Fox’s low Super Bowl latency another reason affiliate model needs to end.
- [36:20] We continue to believe NBC will displace Turner for NBA rights.
- [38:46] Do fewer Marvel shows foreshadow Hulu content moving to Disney+?
- [44:36] The delayed release of Apple’s mixed reality headset is meaningless.
- [46:18] Apple uses T-Mobile’s marketing muscle to drive awareness of MLS.
- [49:13] Everything free about Peacock has ended as losses pile up.
- [51:26] Increasing SVOD prices will bring churn issues into focus.
- [54:40] MSG Sphere’s U2 Super Bowl ad shows that the end is finally near.
- [56:19] Why would anyone want to be CEO of AMC Networks?
- [59:38] OAN was for Gigi before they were against her.
- [1:02:25] The TikTok-ization of media.
- [1:03:33] The Kinks demonstrate AI’s limitations to understanding context.
- [1:04:40] Lola.
- [0:00] The Robots
- [2:02] Acceptable business breakfast orders.
- [6:05] Roger Goodell clearly does not follow Walt’s Twitter account.
- [8:58] Sunday Ticket innovations.
- [11:51] Is Disney’s YTD stock move faith in Iger and/or the surge in legacy media stocks?
- [17:51] Could Microsoft be the best buyer of Hulu?
- [28:45] Does Activision become a consolidator if ATVI/MSFT breaks?
- [31:40] As protectionism becomes a bipartisan issue, what happens to TikTok?
- [33:30] 99 Red Balloons
- [35:26] More iPhone sales headwinds.
- [37:49] Weighing the MLB impact of a Diamond bankruptcy.
- [41:10] MLB consistently fails to properly market its players and product.
- [44:14] What incentives would motivate someone to buy Knicks / Rangers stakes over MSGS?
- [46:29] Variable pricing hits the apes.
- [52:15] Why is it so hard for legacy media companies to each create a singular streaming service?
- [53:44] Microsoft move for search market share will hurt Google profits.
- [1:00:39] What’s the over/under on Google’s search market share in 5 years?
- [1:02:01] AI advancement and innovation will create new jobs.
- [1:04:58] Technology will eliminate the need for streaming service bundles.
- [1:11:14] It must be tough to be a billionaire.
- [1:12:45] Computer Love
- [0:00] Marquee Moon.
- [2:08] Brandon’s microphone is an injury risk.
- [4:16] Zuck is a winner and he will do whatever it takes to fulfill his vision.
- [6:59] Apple CFO’s pro-level spin.
- [11:53] Disney parks bookings will be important bellwether of consumer health.
- [14:38] Meta embraces rev share as battle unfolding in shortform video.
- [19:10] How much does TikTok need the music labels?
- [25:01] Question to listeners: would you be interested in a Lightshed Earnings Watchalong?
- [25:57] Daniel Ek’s warning shot to music labels.
- [32:51] Is Warner Bros. Discovery even capable of surfacing its catalog?
- [35:54] Peacock shuts down free as its competitors move towards it.
- [37:27] The day Rich became a TikTok star.
- [38:15] Only Vince knows hows this WWE storyline will play out.
- [42:58] Tech companies can make acquisitions, they just must win in court.
- [47:22] How is it possible that scalpers are advising the White House on fee transparency?
- [52:17] There is nothing worse than reauthenticating streaming services.
- [55:14] VR devs: if you build devices, we’ll create software.
- [56:31] Gaming publishers do not have the DNA to translate IP to mobile.
- [1:01:25] Affiliate TV station owners in big trouble, if what just happened at CBS can be replicated.
- [1:03:47] Fly Eagles Fly!
- [1:04:10] See No Evil.
- [0:00] Part-Time Lover.
- [1:20] What is Rich wearing?
- [4:50] Comcast’s hall-of-shame earnings call.
- [7:43] The DOJ is the only threat to LYV’s vertical integration, not grandstanding senators.
- [18:55] Do you actually weaken Google if you don’t touch Search/YouTube?
- [24:01] Big Tech should not let government threats deter their dealmaking.
- [27:25] TikTok’s product must continue to evolve to replace Meta.
- [31:15] News Corp. will buy something with its extra $3bn.
- [37:08] The RSN’s demise is going to present problems for sports teams and distributors.
- [46:20] Paramount+ and Showtime consolidation is good for consumers and profitability.
- [52:56] Comcast should punt on WWE and let Peacock and the legacy cable nets die.
- [58:37] Netflix is having fun again or least wants you to believe that.
- [1:00:18] Sports rights as an onboarding for VR users?
- [1:06:12] Dawn Ostroff’s exit signals that Spotify is a platform company, not a content company.
- [1:11:50] Michael Rubin’s Fanatics sports betting playbook is falling into place.
- [1:14:05] Use AI to replace useless sell-side analysts who publish earnings previews & reviews.
- [1:15:42] What’s Love Got to Do With It.
- [0:00] Almost Cut My Hair.
- [1:45] If you need a 5:30pm reservation, ask Rich.
- [9:10] Learning from Reed Hastings’ pivots.
- [14:07] Disney execs have struggled with upward mobility.
- [16:57] Apple’s headset will entice developers to explore VR’s capabilities.
- [24:52] Why does Apple not own the living room?
- [27:23] T-Mobile hacked…again.
- [31:40] Vince is the only person who knows what’s really going on with WWE.
- [36:57] MMA is ripe for disruption, if you have very deep pockets and time.
- [42:25] Could competition solve the government’s TikTok fears?
- [46:59] Despite criticisms, Ticketmaster is still best-in-class.
- [53:15] Roblox in an investment box.
- [56:49] When will Spotify raise price?
- [59:32] FAST channels another way for YouTube to get more TV time spent.
- [1:05:58] Spam is not spam when Apple spams.
- [1:08:25] The Linc will be wild tomorrow night.
- [1:09:47] Teach Your Children.
- [0:00] Heart Full of Soul.
- [1:10] RIP Jeff Beck.
- [5:27] Hey (earnings) scorecard here!
- [8:19] What drives WWE sale? $$$, legacy, involvement or revenge?
- [16:33] What does Nelson Peltz know about media?
- [23:32] Universal loves Theme Parks.
- [26:10] Netflix testing fewer pricing plans to drive ARPU.
- [31:58] Telco corner: T-Mobile’s strategic decisions and confetti cannons.
- [37:33] Diamond Sports RSNs may not survive Q1 2023.
- [40:08] Amazon’s Thursday Night Football was weaker than anticipated.
- [43:49] Connectivity corner: surprising wireless executive departures at Dish and Charter.
- [48:23] Tim Sweeney highlights the nascency of AI.
- [55:08] It does not take many Netflix ad-based viewers to compete with linear TV.
- [58:26] Ubisoft could be an M&A candidate but the industry awaits MSFT/ATVI clarity.
- [1:02:16] WBD finds creative way to reduce debt.
- [1:04:32] MSG Sphere tour blew Brandon’s mind.
- [1:09:58] New York sports betting exceeded year one expectations.
- [1:11:28] Subtlety, nuance… and News Corp?
- [1:12:20] People Get Ready.
- [0:00] Viva Las Vegas.
- [1:10] It’s not a CES without a trip to the ER.
- [4:00] Is a UFC/WWE merger Vince’s next move?
- [12:13] Jake Paul will legitimize the PFL.
- [18:32] Regulators have gone too far against Meta.
- [20:38] The next big tech battle: AI.
- [24:11] Avatar has not saved the box office.
- [27:19] T-Mobile’s declining share of gross adds and Cable’s impact.
- [29:50] Third time a charm for Biden’s FCC nominee Sohn?
- [34:49] Selling Tao could help solve the MSG Sphere’s funding gap but at what cost?
- [38:42] Roku fighting for market share by building TVs.
- [43:23] Amazon is only just getting started in sports.
- [47:11] Netflix content hot streak continues.
- [48:48] Fitness is Netflix’s newest lever pulled to keep members locked in their ecosystem.
- [52:20] Could News Corp sell Dow Jones if Fox deal fails?
- [53:45] Viva Las Vegas.
- [0:00] After Midnight.
- [1:22] Rich is introduced to the global power crisis.
- [5:24] FOX/Flutter Arbitration Will Trigger Final FOX Unwind.
- [6:51] Disney Keeps ESPN to Enable it to Buyout Comcast’s Hulu Stake and Win IPL Rights.
- [9:38] 5G Wireless Home Broadband Emerges as a Viable Competitor to Cable.
- [10:40] Roku Buys Vizio Instead of a Studio.
- [12:58] Charter Tiers Sinclair RSNs as Local/Regional Sports Begin OTT.
- [15:28] ViacomCBS Acquires Lionsgate.
- [17:46] Bobby Kotick Stays at Activision in Perhaps His Last Stand.
- [20:28] Amazon’s Disruption Continues, Adding Another Global Operator to Its Cloud
- [24:15] The Metaverse Ages Up.
- [25:45] Dish Will Finally Merge Its Pay TV Business With DirecTV.
- [27:19] Zaslav Comes Out Aggressively as CEO of Warner Bros Discovery.
- [29:55] Sunday Ticket Rights Go to Big Tech: Amazon or Apple.
- [35:45] IDFA = Investors Don’t Fear Anymore.
- [37:59] As Alternative Currencies Emerge, Nielsen Rates Begin to Decline.
- [39:06] Music Spreads Across Gaming and the Metaverse Creating Music Label Catalyst.
- [40:51] Sports Betting Consolidation Begins as NY State Becomes #1 Market.
- [42:52] Blockchain Gaming Gets its First Breakout Hit.
- [44:27] Domestic Box Office Finds a New Normal at $8.5-$9 billion, Down 20%+ vs. 2019.
- [48:46] Netflix Global Sub Adds Accelerate Back toward Mid-20s.
- [50:33] Record Year for Live Events.
- [53:13] Apple TV+ Has a Breakout Movie Year.
- [54:46] T-Mobile will cave on the Boost MVNO deal.
- [55:56] Thank you all.
- [56:31] Auld Lang Syne.
- [0:00] Run Rudolph Run.
- [1:56] Did Rich find WiFi while on safari?
- [4:11] Advertising sentiment recession.
- [9:45] Do not judge Netflix’s AVOD success prior to the password crackdown.
- [13:24] The broadcast TV death spiral is accelerating.
- [16:20] Moving Sunday Ticket to digital should increase churn in the overall MVPD/vMVPD universe.
- [26:27] If the Suns are worth $4bn then what are the Knicks worth?
- [29:29] YouTube TV spending on Sunday Ticket but only Fubo embracing the RSNs.
- [34:01] Mass gaming commission’s personal attack on Barstool.
- [36:05] Elon’s war on bots had an unintended consequence.
- [39:05] Would a great Twitter CEO work for Elon?
- [42:18] By his own demand, Ari Emanuel’s abs return.
- [44:29] We do not expect Avatar’s box office to break $1.5bn.
- [48:10] Adam Aron’s simple arithmetic gift to the shorts.
- [53:56] Frosty.
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