
The Future Of Television. Dissected Daily.
As Streaming Losses Mount, Is Disney’s All-In Strategy Headed Up River?
Disney had a very bad quarter, surprising analysts, and raising questions about its ability to turn its streaming operations into a profitable enterprise within just another 15 months or so. Patience may be a virtue, but Wall Street wasn’t waiting around, sending share prices down 12 percent.
NBA Can Hit Lofty Media Rights Goals By Creating More Pieces Of TV Pie
Can the NBA make $8 billion or more per year in its next media rights deal? It’s probably going to take a lot more splitting of the pie. Here’s how that could happen…
Peacock Becomes A Phoenix, Is OAN The Future Of Broadcast?
What’s behind Peacock’s surprising comeback and why diginets might be the future of broadcast TV.
Everybody Wants Hulu. Streaming’s Carriage Fee Issue
Why Disney and Comcast desperately want Hulu and what happens next plus why the lack of carriage fees on streaming may be a bigger issue than many realize.
College Football Playoff Expansion Gives Linear TV More Premium Inventory — For A Premium Price
An expanded College Football Playoff could be one of the most lucrative rights deals on TV as networks are still scrambling to keep audiences watching.
Should Streaming Services Be ‘A Little For Many’ Or ‘A Lot For Fewer’ At This Point?
Warner Bros. Discovery is going to fit HBO Max and Discovery+ together… and they’ll likely be better off for it.
Disney Flip-Flops Again, Americans Like Bundling
Disney steps on a political land mine again, consumers still love bundles.
The Sky Stops Falling On Netflix, Hulu Is Disney’s New Superhero Franchise
The big issues confronting Netflix coming out of their Q2 earnings calls and why a resurgent Hulu may be an issue for Disney.
How Does Disney Get The Most Out Of Its IP Without Spoiling Its Value?
Adding to Disney’s difficult year thus far, is the company harming its most valuable IP by churning out a never-ending stream of it?
Are Live Sports A Magic Bullet for Streaming? It Depends Who’s Asking.
Live sports are a major draw for audiences, but that doesn’t mean every streaming service should just treat them as a savior.
When Each Public Streaming Company Will Report Earnings This Quarter
As a service to our readers, we’re compiling all the earnings calls scheduled by the relevant companies in the streaming space.
Late World Cup To Squeeze Fox’s Sports Schedule
Fox has a juggling act ahead when the World Cup is in direct opposition to college football, the NFL and holiday season later this year.
Disney+ Parental Controls Could Seal Hulu’s (Eventual) Fate
Parental controls further blur the lines between Disney+ and Hulu on-demand, putting the latter service at a crossroads.
HBO’s ‘Winning Time’ Is Less About Sports And More About Following Its Sunday Night Formula
Winning Time is about sports, for sure. But it’s more about HBO doing what it usually does successfully.
Comcast Should Be All-In Or All-Out On Hulu
If Comcast feels strongly enough about the need to pull content from Hulu and move it to Peacock, it might as well be all the way out on service it currently co-owns with Disney.
Can Disney+ Day Distract From A Crummy Quarter?
Disney shares dropped 8 percent after the company badly missed on expectations for new Disney+ subscribers, but will spend the week celebrating the two-year anniversary of Disney+’s launch with a bunch of deals and debuts. But lots of strategy issues remain, especially with the company legacy broadcast and cable operations.