Weekly Newsletter
May 21, 2020

Weekly Newsletter 05.15.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
May 20, 2020

Take-Two: 2020 Q1 Earnings

Take-Two Has A Robust Development Pipeline To Release A Steady Stream Of Titles Over The Next 5 Years

Chart of the Week
May 20, 2020

Chart of the Week 05.20.20

TikTok Surpassed 2 Billion Downloads After A Record-Setting Q1 Driven By Stay-At-Home Orders

Earnings Recaps
May 19, 2020

NetEase: 2020 Q1 Earnings

NetEase Is Expanding Their Proven IP Through A Diversification Of Genres As Well As Geographies

Conference Takeaways
May 15, 2020

JPMorgan 2020 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, The New York Times, Sinclair, Snapchat, Twitter, Verizon, Zynga

Earnings Recaps
May 14, 2020

Ubisoft: 2020 Q1 Earnings

Ubisoft Had To Delay Several Games Last Year And Is Squarely Focused On Releasing Them This Year

Chart of the Week
May 13, 2020

Chart of the Week 05.13.20

Continual Price Increases Have Caused A Decline In Virtual MVPD Subscribers For The First Time

Earnings Recaps
May 13, 2020

Tencent: 2020 Q1 Earnings

Tencent Saw Increased Engagement Across Online Platforms After Stay At Home Orders Were Put In Place

Conference Takeaways
May 13, 2020

MoffettNathanson 2020 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, Discovery, Sinclair, T-Mobile, Verizon

Weekly Newsletter
May 08, 2020

Weekly Newsletter 05.08.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
May 07, 2020

Roku: 2020 Q1 Earnings

Roku Is Poised To Benefit From The Tailwinds As More Content Owners Shift From Linear TV To Streaming

Earnings Recaps
May 07, 2020

Live Nation: 2020 Q1 Earnings

Live Nation Concerts Have Come To A Halt, But Are Hopeful To Start Hosting Experimental Shows In Q3

Earnings Recaps
May 07, 2020

DISH Network: 2020 Q1 Earnings

DISH Network Is Moving Quickly To Build Their 5G Network Now That The T-Mobile Deal Has Been Approved

Earnings Recaps
May 07, 2020

ViacomCBS: 2020 Q1 Earnings

ViacomCBS Is Creating A Differentiated Streaming Ecosystem That Incorporates Live News And Sports

Earnings Recaps
May 06, 2020

T-Mobile: 2020 Q1 Earnings

T-Mobile Finally Completed Their Acquisition Of Sprint And Have Quickly Begun The Integration Phase

Earnings Recaps
May 06, 2020

Zynga: 2020 Q1 Earnings

Zynga Had An Increase In Lapsed Players Come Back To Their Games, Especially Ones With Social Elements

Earnings Recaps
May 06, 2020

FOX Corp: 2020 Q1 Earnings

Fox Has Seen Local Advertising Revenue Evaporate Despite Viewership Gains For News Programming

Earnings Recaps
May 06, 2020

New York Times: 2020 Q1 Earnings

The New York Times Has Capitalized On The Demand For News By Converting Readers To Subscribers

Chart of the Week
May 06, 2020

Chart of the Week 05.06.20

The Shift From Ownership To Access Has Been Pivotal For The Growth Of Recorded Music

Earnings Recaps
May 06, 2020

Discovery: 2020 Q1 Earnings

Discovery Pivoted To Remote Production Quickly With Key Talent Creating New Content From Their Home

Earnings Recaps
May 06, 2020

Sinclair: 2020 Q1 Earnings

Sinclair Continues To Make Media Rights Payments To The Sports Teams Even Though Play Is Suspended

Earnings Recaps
May 05, 2020

Electronic Arts: 2020 Q1 Earnings

EA Recently Signed A Partnership With Google Stadia As They Strive To Be On Every New Platform

Earnings Recaps
May 05, 2020

Activision: 2020 Q1 Earnings

Activision Has Created A Call Of Duty Ecosystem Across Platforms To Attract A Wide Range Of Players

Earnings Recaps
May 05, 2020

AMC Networks: 2020 Q1 Earnings

AMC Networks Is Increasing The Distribution Of Their Content And SVOD Services On New Digital Platforms

Earnings Recaps
May 05, 2020

Disney: 2020 Q1 Earnings

A recap of Disney’s 2020 Q1 Earnings, including a summary of major talking points and key data from financial statements.

Weekly Newsletter
May 01, 2020

Weekly Newsletter 05.01.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
May 01, 2020

Charter: 2020 Q1 Earnings

Charter Implemented Numerous Programs To Ensure Customers, Both New And Old, Can Access Broadband

Earnings Recaps
April 30, 2020

Altice USA: 2020 Q1 Earnings

Altice USA Has Seen Customers Upgrade Broadband Speeds As They Spend More Time Inside The Home

Earnings Recaps
April 30, 2020

IMAX: 2020 Q1 Earnings

IMAX Does Not Have The Same Fixed Costs As Theaters, But Relies On The Box Office Just As Much

Earnings Recaps
April 30, 2020

Twitter: 2020 Q1 Earnings

Twitter Is Quickly Building More Robust Direct Response Ad Formats To Increase Their Addressable Market

Earnings Recaps
April 30, 2020

Comcast: 2020 Q1 Earnings

Comcast Was Severely Impacted Across All Of Their NBCU Divisions And Expect Trends To Worsen In Q2

Earnings Recaps
April 29, 2020

Facebook: 2020 Q1 Earnings

A recap of Facebook’s 2020 Q1 Earnings, including a summary of major talking points and key data from financial statements.

Chart of the Week
April 29, 2020

Chart of the Week 04.29.20

Several Films Will Be Released On Digital Platforms, Rather Than Waiting For Theaters To Re-Open

Earnings Recaps
April 29, 2020

Spotify: 2020 Q1 Earnings

Spotify Has Seen Listening Metrics Start To Rebound As Users Shift To New Audio Devices In The Home

Earnings Recaps
April 28, 2020

Google: 2020 Q1 Earnings

Google Advertising Revenue Declined In March As Their Largest Customers Swiftly Reduced Their Spending

Earnings Recaps
April 28, 2020

SiriusXM: 2020 Q1 Earnings

SiriusXM Is Driving More Awareness To Their Out-Of-Vehicle Streaming App To New And Existing Listeners

Weekly Newsletter
April 24, 2020

Weekly Newsletter 04.24.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
April 24, 2020

Verizon: 2020 Q1 Earnings

Verizon’s Network Strength Has Been Able To Withstand The Sudden Surge In Data Usage By Consumers

Earnings Recaps
April 23, 2020

WWE: 2020 Q1 Earnings

WWE Has Accelerated Cost Reduction Efforts To Ensure They Have Financial Ability To Adapt The Business

Chart of the Week
April 22, 2020

Chart of the Week 04.22.20

In Q1, Netflix Added Almost 16M Subscribers, Which Is More Than 50% Of Last Year’s Total

Earnings Recaps
April 22, 2020

AT&T: 2020 Q1 Earnings

AT&T Is Aggressively Marketing The May 27th Launch Of HBO Max As People Are Confined To Their Homes

Earnings Recaps
April 21, 2020

Snapchat: 2020 Q1 Earnings

Snapchat’s Shift To Direct Response Ads Is Starting To Pay Off As They Can Deliver More Efficient Buys

Earnings Recaps
April 21, 2020

Netflix: 2020 Q1 Earnings

A recap of Netflix’s 2020 Q1 Earnings, including a summary of major talking points and key data from financial statements.

Weekly Newsletter
April 17, 2020

Weekly Newsletter 04.17.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
April 16, 2020

Chart of the Week 04.15.20

Sports Leagues Are Eager To Resume Play Since They Are Highly Dependent On Media Revenues

Weekly Newsletter
April 10, 2020

Weekly Newsletter 04.10.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
April 08, 2020

Chart of the Week 04.08.20

On The First Day Of Its Beta Release, Valorant Nearly Broke Peak Viewership Records On Twitch

Weekly Newsletter
April 03, 2020

Weekly Newsletter 04.03.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
April 01, 2020

Chart of the Week 04.01.20

OTT Viewership Increased Dramatically In The Past Few Weeks As More People Stay At Home

Weekly Newsletter
March 27, 2020

Weekly Newsletter 03.27.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
March 25, 2020

Chart of the Week 03.25.20

In Its First 2 Weeks, Call Of Duty: Warzone Had Greater Adoption Than Other Battle Royale Games

Weekly Newsletter
March 20, 2020

Weekly Newsletter 03.20.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
March 18, 2020

Chart of the Week 03.18.20

Studios Are Moving Up The VOD Window To Offer Some Recent Releases To Customers At Home

Weekly Newsletter
March 13, 2020

Weekly Newsletter 03.13.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
March 11, 2020

Chart of the Week 03.11.20

Elliott Management Is Pushing For New Leadership At Twitter To Improve Company Performance

Conference Takeaways
March 10, 2020

Morgan Stanley 2020 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, Google, Liberty Media, Lionsgate, Live Nation, The New York Times, Netflix, Roku, SiriusXM, Snapchat, Spotify, Take-Two, Twitter, Verizon, ViacomCBS, Zynga

Weekly Newsletter
March 06, 2020

Weekly Newsletter 03.06.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
March 04, 2020

Chart of the Week 03.04.20

AT&T Has Rolled Out Another New Video Service As It Continues To Reposition Its TV Offering

Earnings Recaps
March 03, 2020

2019 Q4 Earnings Summary

Brief overview of notable themes coming out of the 2019 Q4 earnings reports from companies across the TMT ecosystem, with a focus on key takeaways, important data points, and resonating quotes from senior management.

Weekly Newsletter
February 28, 2020

Weekly Newsletter 02.28.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
February 27, 2020

AMC Entertainment: 2019 Q4 Earnings

AMC Entertainment Is Rolling Out New Features To A-List To Stimulate Activity And Improve Loyalty

Earnings Recaps
February 27, 2020

Discovery: 2019 Q4 Earnings

Discovery Is Starting To Aggressively Expand In Europe Through Their Locally Differentiated OTT Products

Earnings Recaps
February 26, 2020

NetEase: 2019 Q4 Earnings

NetEase Plans To Use Their Music Platform To Create Viral Content Across The Chinese Music Industry

Chart of the Week
February 26, 2020

Chart of the Week 02.26.20

During Bob Iger’s Tenure As CEO, Disney Has Made Significant Acquisitions Of IP To Fuel Growth

Earnings Recaps
February 26, 2020

Sinclair: 2019 Q4 Earnings

Sinclair Has Successfully Launched Their Newest RSN, Marquee, With Full Coverage In The Chicago Market

Earnings Recaps
February 26, 2020

AMC Networks: 2019 Q4 Earnings

AMC Networks Is Looking To Expand Its Suite Of Direct To Consumer Service To International Territories

Weekly Newsletter
February 21, 2020

Weekly Newsletter 02.21.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
February 21, 2020

Cinemark: 2019 Q4 Earnings

Cinemark Is Enhancing Their Screens To Create Immersive Experiences That Can’t Be Replicated At Home

Investor Day Highlights
February 21, 2020

Hasbro Investor Day

A summary of Hasbro’s Investor Day where they provided more insight into their acquisition of Entertainment One.

Earnings Recaps
February 20, 2020

ViacomCBS: 2019 Q4 Earnings

ViacomCBS Is Utilizing Viacom Assets To Turn All Access Into A Broad General Entertainment OTT Service

Earnings Recaps
February 19, 2020

IMAX: 2019 Q4 Earnings

IMAX Has Updated Their Potential Total Addressable Market For Their Network Over The Next 3 To 5 Years

Chart of the Week
February 19, 2020

Chart of the Week 02.19.20

Record Label Revenues Are Growing Rapidly As They Fully Embrace Music Streaming Services

Earnings Recaps
February 19, 2020

DISH Network: 2019 Q4 Earnings

DISH Network Is Accelerating Their Wireless Network Build Out Following The T-Mobile/Sprint Approval

Weekly Newsletter
February 14, 2020

Weekly Newsletter 02.14.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
February 13, 2020

Roku: 2019 Q4 Earnings

Roku Is Quickly Expanding Internationally As Streaming Content Becomes More Prevalent Across The World

Investor Day Highlights
February 13, 2020

Verizon Investor Day 2020

A summary of Verizon’s Investor Day, including major talking points and key data from management presentations.

Earnings Recaps
February 13, 2020

Altice USA: 2019 Q4 Earnings

Altice USA Has Recently Implemented Substantial Price Increases For New And Existing Video Subscribers

Chart of the Week
February 12, 2020

Chart of the Week 02.12.20

Over The Past Decade, NBA Team Valuations Have Grown Faster Than Other U.S. Sports Leagues

Weekly Newsletter
February 07, 2020

Weekly Newsletter 02.07.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
February 07, 2020

Lionsgate: 2019 Q4 Earnings

Lionsgate Is Aiming To Be A Premium Content Service That Is Complementary To The Main OTT Platforms

Earnings Recaps
February 06, 2020

Warner Music Group: IPO Summary

A closer look at Warner Music Group's financials following their registration with SEC for public listing.

Earnings Recaps
February 06, 2020

Take-Two: 2019 Q4 Earnings

Take-Two Announced The Departure Of Rockstar’s Co Founder, But Not Expecting It To Impact The Label

Earnings Recaps
February 06, 2020

T-Mobile: 2019 Q4 Earnings

T-Mobile Has Launched Their Low Band Nationwide 5G Network And Is Looking To Expand Its Coverage

Earnings Recaps
February 06, 2020

Activision: 2019 Q4 Earnings

Activision’s Call Of Duty Mobile Adds Another Touch Point To Engage With New And Existing Gamers

Earnings Recaps
February 06, 2020

WWE: 2019 Q4 Earnings

WWE Is Contemplating Licensing Their OTT Content, Inclusive Of PPVs, To A Major Media Company

Earnings Recaps
February 06, 2020

New York Times: 2019 Q4 Earnings

The New York Times Is Raising Prices To A Subset Of Their Digital Subscribers Over The Course Of 2020

Earnings Recaps
February 06, 2020

Twitter: 2019 Q4 Earnings

Twitter Is Redeveloping Their Tech Infrastructure To Better Handle Direct Response Advertisements

Earnings Recaps
February 06, 2020

FOX Corp.: 2019 Q4 Earnings

FOX Is Turning Its Attention To The Presidential Election Cycle After Record Revenues From The Super Bowl

Earnings Recaps
February 06, 2020

Zynga: 2019 Q4 Earnings

Zynga Will Release Several Hyper Casual Games In 2020, With The Goal Of Converting One Into A Franchise

Earnings Recaps
February 06, 2020

Ubisoft: 2019 Q4 Earnings

Ubisoft Has Had A Challenging Year As They Shift Their Business Model Towards In-Game Monetization

Chart of the Week
February 05, 2020

Chart of the Week 02.05.20

In 3 Months, Disney Is Already Approaching Their 5 Year Target For Domestic Disney+ Subscribers

Earnings Recaps
February 05, 2020

Spotify: 2019 Q4 Earnings

Spotify Has Acquired The Ringer As It Looks To Capitalize On The Shift Of Radio Content Moving Online

Earnings Recaps
February 04, 2020

Snapchat: 2019 Q4 Earnings

Snapchat Is Trying To Improve Hosting Costs In Order To More Efficiently Scale Their High Bandwidth App

Earnings Recaps
February 04, 2020

Disney: 2019 Q4 Earnings

Disney Has Wildly Exceeded Expectations With The Launch Of Disney+, Reaching 26.5M Subs At Year End

Earnings Recaps
February 04, 2020

SiriusXM: 2019 Q4 Earnings

SiriusXM Is Strengthening Their Position In The Car As Manufacturers Incorporate More Media Options

Earnings Recaps
February 03, 2020

Google: 2019 Q4 Earnings

Google Is Taking Steps To Integrate Their Products And Create A Unified Ecosystem For Their Users

Weekly Newsletter
January 31, 2020

Weekly Newsletter 01.31.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
January 31, 2020

Charter: 2019 Q4 Earnings

Charter Is Becoming More Inclined To Partner With OTT Services In Order To Better Serve Their Customers

Earnings Recaps
January 30, 2020

EA: 2019 Q4 Earnings

EA Is Aggressively Using Subscription Services To Expand Their Player Base And Deepen Engagement

Earnings Recaps
January 30, 2020

Verizon: 2019 Q4 Earnings

Verizon Is Using Partnerships To Enhance Their Network Service As A Strategy And Provide More Optionality

M&A Synopsis
January 29, 2020

Penn National Gaming's Acquisition of Barstool Sports

A brief overview of the Penn National Gaming – Barstool Sports acquisition, including a summary of major talking points and key slides from the management presentation.

Earnings Recaps
January 29, 2020

Facebook: 2019 Q4 Earnings

Facebook Is Increasing Its Efforts To Combine Its Products Into A Private, Integrated Social Platform

Chart of the Week
January 29, 2020

Chart of the Week 01.29.20

Apple’s Service Revenue Has Doubled In 3 Years, But It Remains A Tool To Drive Hardware Sales

Earnings Recaps
January 29, 2020

AT&T: 2019 Q4 Earnings

AT&T Is Planning To Bundle HBO Max Across All Business Lines As They Look To Quickly Gain Scale

Earnings Recaps
January 28, 2020

Apple: 2019 Q4 Earnings

Apple Set New Records For Revenues And Earnings, Fueled By The Performance Of The Latest iPhone

Deep Dive Reports
January 28, 2020

20 Charts for 2020

A collection of charts that highlight some of the trends happening across the sports, media, and entertainment industries over the past year, and the key questions executives and investors should be asking over the next 12 months.

Weekly Newsletter
January 24, 2020

Weekly Newsletter 01.24.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
January 23, 2020

Comcast: 2019 Q4 Earnings

Comcast Is Prioritizing Flex In 2020 As It Looks To Better Serve Customers That Prefer Streaming Video

Chart of the Week
January 22, 2020

Chart of the Week 01.22.20

Netflix Is Driving Revenue Through Subscriber Growth, Rather Than Pricing, In Foreign Markets

Earnings Recaps
January 21, 2020

Netflix: 2019 Q4 Earnings

Netflix Has A Big Head Start In Streaming As Major Media Companies Launch Their Initial DTC Products

Weekly Newsletter
January 17, 2020

Weekly Newsletter 01.17.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Investor Day Highlights
January 17, 2020

Peacock (NBCUniversal) Investor Day

A summary of NBCUniversal’s Investor Day where they provided more insight into their DTC strategy, including details on Peacock. 

Chart of the Week
January 15, 2020

Chart of the Week 01.15.20

Streaming Has Revitalized The Music Industry As Access To Catalog Content Is Easier Than Ever

Weekly Newsletter
January 10, 2020

Weekly Newsletter 01.10.20

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Conference Takeaways
January 09, 2020

Citi 2020 TMT Conference

Interviews with Senior Executives at AMC Entertainment, AT&T, Discovery, Lionsgate, Sinclair, T-Mobile, Verizon, WWE

Chart of the Week
January 08, 2020

Chart of the Week 01.08.20

NFL Viewership Has Continued To Bounce Back, Cementing Its Importance To Linear Networks

Weekly Newsletter
December 20, 2019

Weekly Newsletter 12.20.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Deep Dive Reports
December 19, 2019

A Look Back At 2019

A look back at the trends identified at the beginning of the year and an outline of some initial thoughts heading into 2020. 

Chart of the Week
December 18, 2019

Chart of the Week 12.18.19

The Majority Of Netflix’s Revenue Will Come From International Markets Over The Coming Years

Weekly Newsletter
December 13, 2019

Weekly Newsletter 12.13.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Conference Takeaways
December 12, 2019

UBS 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Comcast, Fox, Netflix, New York Times, T-Mobile, Verizon, ViacomCBS, WWE

Chart of the Week
December 11, 2019

Chart of the Week 12.11.19

Disney Will Surpass $10B In Global Box Office Ahead Of The Release Of Its New Star Wars Film

Weekly Newsletter
December 06, 2019

Weekly Newsletter 12.06.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
December 04, 2019

Chart of the Week 12.04.19

NBA Ratings Have Started To Drop As National Broadcasts Are Tied To Declining Cable Networks

Weekly Newsletter
November 29, 2019

Weekly Newsletter 11.29.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
November 27, 2019

Chart of the Week 11.27.19

Movie Attendance Is Slowly Declining As It Becomes Easier To Watch Premium Content At Home

Earnings Recaps
November 25, 2019

NetEase: 2019 Q3 Earnings

NetEase Is Slowly Learning How To Create Mobile And PC Games That Appeal To Users Outside Of China

Weekly Newsletter
November 22, 2019

Weekly Newsletter 11.22.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Investor Day Highlights
November 21, 2019

Liberty Media Investor Day 2019

A summary of Liberty Media’s Investor Day, including major talking points and key data from management presentations by Senior Executives at Liberty Media, Charter, Formula 1, Live Nation, and SiriusXM.

Earnings Recaps
November 20, 2019

Disney: 2019 Q3 Earnings

Disney Is Utilizing Their Streaming Services To Build A Multi-Platform Company That Can Extend Its Reach

Chart of the Week
November 20, 2019

Chart of the Week 11.20.19

Subscriber Growth Has Slowed Down As Virtual MVPDs Are Frequently Increasing Their Prices

Weekly Newsletter
November 15, 2019

Weekly Newsletter 11.15.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
November 15, 2019

Viacom: 2019 Q3 Earnings

Viacom Continues To Be A Willing Supplier Of Content To Other Platforms, Including The Main OTT Services

Earnings Recaps
November 14, 2019

Tencent: 2019 Q3 Earnings

Tencent Is Focusing On Building Out Capabilities That Will Strengthen Their Game Globalization Strategy

Chart of the Week
November 13, 2019

Chart of the Week 11.13.19

The Linear Ecosystem Is In Freefall As MVPDs No Longer Chase Unprofitable Video Subscribers

Earnings Recaps
November 12, 2019

CBS: 2019 Q3 Earnings

CBS Is Setting Up Senior Management Teams As The Merger With Viacom Gets Set To Close This Month

Weekly Newsletter
November 08, 2019

Weekly Newsletter 11.08.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
November 08, 2019

Madison Square Garden: 2019 Q3 Earnings

Madison Square Garden Has Changed The Structure For The Split Of Their Sports And Entertainment Assets

Earnings Recaps
November 07, 2019

Lionsgate: 2019 Q3 Earnings

Lionsgate Is Working Through Negotiations With MVPDs To Expand And Evolve The Distribution Of Starz

Earnings Recaps
November 07, 2019

FOX Corp: 2019 Q3 Earnings

FOX Is Revamping Their Digital Assets To Build A Unified Platform That Complements The Linear Networks

Earnings Recaps
November 07, 2019

DISH Network: 2019 Q3 Earnings

DISH Network Is Taking A Very Firm Stance With Content Owners As They Work Through Negotiations

Earnings Recaps
November 07, 2019

Discovery: 2019 Q3 Earnings

Discovery Is Exploring Their Options To Aggregate Their Domestic Content Into A Unique DTC Platform

Earnings Recaps
November 07, 2019

AMC Entertainment: 2019 Q3 Earnings

AMC Entertainment Is Experimenting With New Revenue Streams Outside Of Traditional Film Exhibition

Earnings Recaps
November 07, 2019

Activision: 2019 Q3 Earnings

Activision Has Seen Early Success With Their First Major Mobile Title Based Off Their Console Franchises

Chart of the Week
November 06, 2019

Chart of the Week 11.06.19

Teens Are Spending 10 Hours Per Day Consuming Media And 80% Of That Time Is Using A Screen

Earnings Recaps
November 06, 2019

New York Times: 2019 Q3 Earnings

The New York Times Is Adjusting Their Paywall To Encourage More Free Registrations To Read Content

Earnings Recaps
November 06, 2019

Roku: 2019 Q3 Earnings

Roku Is Building Out Their Suite Of Advertising Tools In Order To Wring More Dollars Out Of Linear TV

Earnings Recaps
November 05, 2019

Cinemark: 2019 Q3 Earnings

Cinemark Is Prioritizing Guest-Oriented Strategies As They Continue To Enhance The Moviegoing Experience

Earnings Recaps
November 05, 2019

Altice USA: 2019 Q3 Earnings

Altice USA Is Showing More Willingness To Distribute Streaming Services Through Their Altice One Platform

Weekly Newsletter
November 01, 2019

Weekly Newsletter 11.01.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
October 31, 2019

Ubisoft: 2019 Q3 Earnings

Ubisoft Has Seen Their Latest 2 AAA Titles Massively Underperform Their Initial Expectations

Earnings Recaps
October 31, 2019

SiriusXM: 2019 Q3 Earnings

SiriusXM Is Partnering With All The Smart Speakers To Enhance Their Distribution Outside Of The Vehicle

Earnings Recaps
October 31, 2019

Live Nation: 2019 Q3 Earnings

Live Nation Is Quickly Rolling Out Their Digital Ticketing To Sports Stadiums To Better Engage With Fans

Earnings Recaps
October 31, 2019

IMAX: 2019 Q3 Earnings

IMAX Is Looking To Expand Their Premium Exhibition Technology Formats To Home Entertainment Systems

Earnings Recaps
October 31, 2019

AMC Networks: 2019 Q3 Earnings

AMC Networks Is Working With MVPDs To Expand The Distribution Of Their Niche OTT Services

Earnings Recaps
October 31, 2019

WWE: 2019 Q3 Earnings

WWE Network Is In The Middle Of A Transformation To Extend Their Brand As Widely As Possible

Chart of the Week
October 30, 2019

Chart of the Week 10.30.19

Netflix Has Built A Significant Subscriber Advantage As The “Streaming Wars” Begin In Earnest

Earnings Recaps
October 30, 2019

Zynga: 2019 Q3 Earnings

Zynga Is Concentrating On Live Services As They Capitalize On The Growing Audience Of Mobile Gamers

Earnings Recaps
October 30, 2019

Facebook: 2019 Q3 Earnings

Facebook Continues To Face Regulatory Pressures, With The Recent Spotlight On Political Advertising

Earnings Recaps
October 30, 2019

Apple: 2019 Q3 Earnings

Apple Is Finally Making Their Entry Into Original Content With The Launch Of Apple TV+ This Week

Earnings Recaps
October 29, 2019

EA: 2019 Q3 Earnings

EA Is Leveraging Their Expertise From Ultimate Team To Enhance Live Services In Other Major Franchises

Investor Day Highlights
October 29, 2019

WarnerMedia (AT&T) Investor Day

A summary of WarnerMedia’s Investor Day yesterday where they provided more insight into their DTC strategy, including details on HBO Max. 

Earnings Recaps
October 28, 2019

Spotify: 2019 Q3 Earnings

Spotify Is Rolling Out New Features To Their Marketplace That Enhances Artists’ Abilities To Reach Fans

Earnings Recaps
October 28, 2019

T-Mobile: 2019 Q3 Earnings

T-Mobile Is Facing New Regulatory Hurdles At The State Level To Complete Their Merger With Sprint

Earnings Recaps
October 28, 2019

Google: 2019 Q3 Earnings

Google Is Evolving From A Company That Helps People Find Answers To One That Helps Get Things Done

Earnings Recaps
October 28, 2019

AT&T: 2019 Q3 Earnings

AT&T Is Reorganizing Their Video Business Around 2 Main Platforms, HBO MAX And AT&T TV

Weekly Newsletter
October 25, 2019

Weekly Newsletter 10.25.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
October 25, 2019

Verizon: 2019 Q3 Earnings

Verizon Has Partnered With Disney+ To Help Push More Of Their Wireless Subscribers Into Unlimited Plans

Earnings Recaps
October 25, 2019

Charter: 2019 Q3 Earnings

Charter Is Starting To See The Impact Of Their Integration Efforts Through Customer Relationship Growth

Earnings Recaps
October 24, 2019

Twitter: 2019 Q3 Earnings

Twitter Recently Experienced Tech Issues That Limited Their Utilization Of User Data For Ad Targeting

Earnings Recaps
October 24, 2019

Comcast: 2019 Q3 Earnings

Comcast Is Adding Services That Enhance The Broadband Only Relationship And Increase Lifetime Value

Chart of the Week
October 23, 2019

Chart of the Week 10.23.19

Several New OTT Services Are Partnering With Mobile Distributors To Quickly Gain Subscribers

Earnings Recaps
October 22, 2019

Snapchat: 2019 Q3 Earnings

After Stabilizing The Product, The Focus Is On Improving Monetization By Growing Advertiser Demand

Weekly Newsletter
October 18, 2019

Weekly Newsletter 10.18.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
October 16, 2019

Netflix: 2019 Q3 Earnings

Netflix Is Accelerating Their Investments In Local Language Content As Domestic Competition Heats Up

Chart of the Week
October 16, 2019

Chart of the Week 10.16.19

Netflix Investors Have Shown Concern Ahead Of DTC Product Launches From Key Competitors

Weekly Newsletter
October 11, 2019

Weekly Newsletter 10.11.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
October 09, 2019

Chart of the Week 10.09.19

The US Box Office Is Unlikely To Set A New Record This Year, But Could Still Surpass 2016 Figures

Weekly Newsletter
October 04, 2019

Weekly Newsletter 10.04.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
October 02, 2019

Chart of the Week 10.02.19

PUBG Mobile Revenue Has Surged Past $1 Billion After Releasing A Modified Version In China

Weekly Newsletter
September 27, 2019

Weekly Newsletter 09.27.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
September 25, 2019

Chart of the Week 09.25.19

After Surpassing Broadcast Networks Last Year, Netflix Has Now Equaled Cable TV For Emmys

Weekly Newsletter
September 20, 2019

Weekly Newsletter 09.20.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
September 18, 2019

Chart of the Week 09.18.19

Streaming Platforms Are Aggressively Competing For Exclusive Rights To Popular Library Content

Conference Takeaways
September 18, 2019

Goldman Sachs 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Cinemark, Comcast, Discovery, Fox, IMAX, Lionsgate, Live Nation, SiriusXM, Snapchat, Spotify, Take-Two, T-Mobile, Verizon, Viacom, Zynga

Weekly Newsletter
September 13, 2019

Weekly Newsletter 09.13.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
September 11, 2019

Chart of the Week 09.11.19

Apple Has Reduced The Price Of Their Latest Entry Level iPhone In Order To Boost Sales

Conference Takeaways
September 11, 2019

Bank of America 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Entertainment, AT&T, CBS, Charter, Discovery, Fox, IMAX, Lionsgate, NBC Universal, Roku, SiriusXM, Twitter, Verizon, Viacom

Weekly Newsletter
September 06, 2019

Weekly Newsletter 09.06.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
September 04, 2019

Chart of the Week 09.04.19

The Convenience of Mobile Apps Has Facilitated The Adoption Of Sports Betting In New Jersey

Weekly Newsletter
August 30, 2019

Weekly Newsletter 08.30.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
August 28, 2019

Chart of the Week 08.28.19

The International 2019 Has Set A New Record For The Largest Esports Tournament Prize Pool

Weekly Newsletter
August 23, 2019

Weekly Newsletter 08.23.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

M&A Synopsis
August 22, 2019

Hasbro's Acquisition of Entertainment One

A brief overview of the Hasbro – eOne acquisition, including a summary of major talking points and key slides from the management presentation.

Chart of the Week
August 21, 2019

Chart of the Week 08.21.19

With Its Acquisition Pending, 20th Century Fox Films Have Vastly Underperformed This Year

Earnings Recaps
August 19, 2019

iQIYI: 2019 Q2 Earnings

iQIYI Remains Focused On Premium Original Content And IP That Can Be Developed Into Multiple Formats

Weekly Newsletter
August 16, 2019

Weekly Newsletter 08.16.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
August 14, 2019

Tencent: 2019 Q2 Earnings

Tencent Is Leveraging Their Gaming Expertise To Expand Into New Genres And Reach New Audiences

Chart of the Week
August 14, 2019

Chart of the Week 08.14.19

There Has Been A Wave Of Consolidation Across The Media Industry Over The Last Few Years

M&A Synopsis
August 13, 2019

Viacom's Merger with CBS

A brief overview of the Viacom – CBS merger, including a summary of major talking points and key slides from the management presentation.

Weekly Newsletter
August 09, 2019

Weekly Newsletter 08.09.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
August 08, 2019

Viacom: 2019 Q2 Earnings

Viacom Has Rectified A Lot Of Their Recent Declines As They Prepare To Enter A New Phase Of Growth

Earnings Recaps
August 08, 2019

Lionsgate: 2019 Q2 Earnings

Lionsgate Is Working With Various Partners To Aggressively Expand Their OTT Platform Across The World

Earnings Recaps
August 08, 2019

CBS: 2019 Q2 Earnings

CBS Is Ramping Up Content Investments As They Supply Programs For Their Own Platforms And Others

Earnings Recaps
August 08, 2019

AMC Entertainment: 2019 Q2 Earnings

AMC Entertainment Is Developing New Digital Focused Features That Improve The Customer Experience

Earnings Recaps
August 08, 2019

Activision: 2019 Q2 Earnings

Activision Has Restructured Their Business To Accelerate The Delivery Of Content For Their Marquee Titles

Earnings Recaps
August 07, 2019

Roku: 2019 Q2 Earnings

Roku Has An Established Audience, Making Them An Attractive Distribution Partner For New DTC Products

Earnings Recaps
August 07, 2019

New York Times: 2019 Q2 Earnings

The New York Times Is Investing Heavily In Their Content And Product To Drive Subscriber Acquisitions

Earnings Recaps
August 07, 2019

NetEase: 2019 Q2 Earnings

NetEase Is Collaborating With Well Established IP Owners To Expand Their Presence Outside Of China

Earnings Recaps
August 07, 2019

FOX Corp: 2019 Q2 Earnings

FOX Has Been Quick To Acquire New Assets To Expand Their Reach Beyond The Linear TV Ecosystem

Chart of the Week
August 07, 2019

Chart of the Week 08.07.19

In Q2, DirecTV Lost More Linear Subscribers Than The Other Five Major MVPDs Combined

Earnings Recaps
August 06, 2019

Disney: 2019 Q2 Earnings

Disney Is Negotiating Distribution Deals To Ensure They Can Gain Scale Quickly With Their Disney+ Service

Earnings Recaps
August 06, 2019

Discovery: 2019 Q2 Earnings

Discovery Is Creating New Leadership Teams With Expertise In Technology And Subscriber Acquisition

Earnings Recaps
August 05, 2019

Take-Two: 2019 Q2 Earnings

Take Two Has Open World Titles That Are Perfectly Suited For The Growth Of Post Launch Content

Earnings Recaps
August 02, 2019

Cinemark: 2019 Q2 Earnings

Cinemark Is Starting To Roll Out Variations Of Their Movie Club Subscription In Latin American Markets

Weekly Newsletter
August 02, 2019

Weekly Newsletter 08.02.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
July 31, 2019

Zynga: 2019 Q2 Earnings

Zynga Is Slowly Expanding Their Footprint Into Asia, But Are Taking A Very Cautious Approach

Earnings Recaps
July 31, 2019

AMC Networks: 2019 Q2 Earnings

AMC Networks Is Concentrating On Growing The Subscriber Base Across Their Suite Of SVOD Services

Earnings Recaps
July 31, 2019

Altice USA: 2019 Q2 Earnings

Altice USA Is Very Close To Launching Their Mobile Product, But Pricing Details Are Still Unknown

Chart of the Week
July 31, 2019

Chart of the Week 07.31.19

T-Mobile Is Merging With Sprint To Become A Scaled Competitor In The Race To Build 5G Services

Earnings Recaps
July 31, 2019

Spotify: 2019 Q2 Earnings

Spotify Renewed Licensing Agreements With 2 Major Labels As It Builds Out Their Marketplace Strategy

Earnings Recaps
July 30, 2019

SiriusXM: 2019 Q2 Earnings

SiriusXM Is Partnering With Popular Artists To Provide Exclusive, Differentiated Content For Their Platform

Earnings Recaps
July 30, 2019

IMAX: 2019 Q2 Earnings

IMAX Is Benefiting From The Major Studios’ Aggressive Push Into Action Adventure Franchise Films

Earnings Recaps
July 30, 2019

EA: 2019 Q2 Earnings

EA Has Been An Early Pioneer In Subscription Services And Recently Launched EA Access On PlayStation 4

Earnings Recaps
July 29, 2019

DISH Network: 2019 Q2 Earnings

DISH Network Is Acquiring Key Assets From Sprint To Jumpstart Their Path To A Wireless Provider

Earnings Recaps
July 26, 2019

Twitter: 2019 Q2 Earnings

Twitter Is Developing New Features That Make It Easier For Users To Find Events And Topics Of Interest

Earnings Recaps
July 26, 2019

Charter: 2019 Q2 Earnings

Charter Is Ramping Up Their Sales Channels For Mobile Service To Grow Total Customer Relationships

Weekly Newsletter
July 26, 2019

Weekly Newsletter 07.26.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
July 25, 2019

WWE: 2019 Q2 Earnings

WWE Has Struggled To Maintain Positive Momentum After Signing Their New Domestic Media Rights Deals

Earnings Recaps
July 25, 2019

T-Mobile: 2019 Q2 Earnings

T-Mobile Is Close To Finalizing Their Merger With Sprint After Entering A Consent Decree With The DOJ

Earnings Recaps
July 25, 2019

Live Nation: 2019 Q2 Earnings

Live Nation Has Made Another Significant Acquisition To Accelerate Their Growth In Latin America

Earnings Recaps
July 25, 2019

Google: 2019 Q2 Earnings

Google Is Gradually Moving Towards Transactional Products To Maintain The User Relationship Past Search

Earnings Recaps
July 25, 2019

Comcast: 2019 Q2 Earnings

Comcast Is Leveraging Its Scaled Distribution To Capitalize On The Rapid Changes In The Video Ecosystem

Earnings Recaps
July 24, 2019

Facebook: 2019 Q2 Earnings

Facebook Paid A $5B Fine To The FTC As They Continue Making Major Changes To Their Business

Earnings Recaps
July 24, 2019

AT&T: 2019 Q2 Earnings

AT&T Is Rolling Off Their Promotional Subscriber Base As It Readies New Video Platforms For 2020 Launch

Chart of the Week
July 24, 2019

Chart of the Week 07.24.19

Facebook Gaming Has Seen Early Progress After Relaunching As A Tab Within Their Main App

Earnings Recaps
July 23, 2019

Snapchat: 2019 Q2 Earnings

Snapchat Added 13M Active Users As Recent Improvements To The Application Have Begun To Pay Off

Weekly Newsletter
July 19, 2019

Weekly Newsletter 07.19.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Earnings Recaps
July 17, 2019

Ubisoft: 2019 Q2 Earnings

Ubisoft Is Beginning To Release New Post Launch Content And Updates On A Much More Frequent Basis

Earnings Recaps
July 17, 2019

Netflix: 2019 Q2 Earnings

Netflix Experienced A Quarterly Decline In Total Domestic Streaming Subscribers For The First Time

Chart of the Week
July 17, 2019

Chart of the Week 07.17.19

The NFL Playoffs Were By Far The Most Viewed Sporting Events In The First Half Of 2019

Weekly Newsletter
July 12, 2019

Weekly Newsletter 07.12.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
July 10, 2019

Chart of the Week 07.10.19

OTT Services Are Gaining Importance, But Linear TV Remains The Dominant Viewing Medium

Weekly Newsletter
July 05, 2019

Weekly Newsletter 07.05.19

Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.

Chart of the Week
July 03, 2019

Chart of the Week 07.03.19

Audio Streaming Growth Has Slowed As It Has Become The Primary Form Of Music Consumption

Chart of the Week
June 26, 2019

Chart of the Week 06.26.19

Years After The Series Ended, The Office Was Still The Most Watched Show On Netflix Last Year

Chart of the Week
June 19, 2019

Chart of the Week 06.19.19

Mobile Games Have Been The Catalyst Behind The Rapid Growth Of The Global Gaming Industry

Chart of the Week
June 12, 2019

Chart of the Week 06.12.19

On The Strength Of Mobile, China Will Maintain Its Position As The Largest Video Game Market

Deep Dive Reports
June 10, 2019

Podcast Industry Overview

An overview of the Podcast industry, examining the changing dynamics in the audio sector, factors that are driving the recent growth of podcasts, and how media companies are looking to capitalize on these tailwinds.

Chart of the Week
June 05, 2019

Chart of the Week 06.05.19

Apple Is Finally Shutting Down iTunes As Downloads Have Been Replaced By Music Streaming

Chart of the Week
May 29, 2019

Chart of the Week 05.29.19

After A Successful Launch, Apex Legends Has Seen A Sharp Decline In Viewership And Revenue

Earnings Recaps
May 23, 2019

Lionsgate: 2019 Q1 Earnings

Lionsgate Is Starting To Aggressively Roll Out Its Direct-To-Consumer Starz Platform Across The World

Chart of the Week
May 22, 2019

Chart of the Week 05.22.19

Game of Thrones Has Become A Key Franchise, Setting HBO Ratings Records In Its Series Finale

Earnings Recaps
May 15, 2019

Ubisoft: 2019 Q1 Earnings

Ubisoft Is Transforming Their Portfolio Of Titles To Place A Bigger Emphasis On Player Engagement

Earnings Recaps
May 15, 2019

Tencent: 2019 Q1 Earnings

Tencent Has Built A Loyal User Base And Is Expanding Their Ways Of Monetization Inside Their Ecosystem

Conference Takeaways
May 15, 2019

JPMorgan 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Cinemark, Comcast, Discovery, Fox, The New York Times, Twitter, Verizon, Viacom, WWE, Zynga

Chart of the Week
May 15, 2019

Chart of the Week 05.15.19

Hulu Has Accelerated Subscriber Growth Over The Last Few Years Through Promotional Offerings

Earnings Recaps
May 14, 2019

NetEase: 2019 Q1 Earnings

NetEase Is Exploring Different Ways To Capitalize On The Recent Focus On Cross Platform Gaming

Conference Takeaways
May 14, 2019

MoffettNathanson 2019 TMT Conference

Interviews with Senior Executives at AMC Networks, AT&T, CBS, Charter, Cinemark, Discovery, Disney, FOX, Viacom

Earnings Recaps
May 13, 2019

Take-Two: 2019 Q1 Earnings

Take Two Is Preparing Red Dead To Follow In The Footsteps Of GTA As Their Next Everlasting Franchise

Earnings Recaps
May 10, 2019

Viacom: 2019 Q1 Earnings

Viacom Is Quickly Leveraging Pluto’s Platform To Enhance Multiple Components Of Their Legacy Business

Earnings Recaps
May 09, 2019

AMC Entertainment: 2019 Q1 Earnings

AMC Entertainment Is Utilizing Their Digital Platforms To Deepen The Relationship With Customers

Investor Day Highlights
May 09, 2019

Fox Corp Investor Day

A summary of FOX’s Investor Day where they provided more insight on the their strategies around sports, news, and live content. 

Earnings Recaps
May 08, 2019

Roku: 2019 Q1 Earnings

Roku Is Building Partnerships With Content Owners That Are Looking To Reach The Cord-Cutting Audience

Earnings Recaps
May 08, 2019

New York Times: 2019 Q1 Earnings

The New York Times Is Building Out A Suite Of Subscription Products That Complement Their News Offering

Earnings Recaps
May 08, 2019

Disney: 2019 Q1 Earnings

Disney Is Working On Getting More Library Content To Bolster Their DTC Platform Launching This Fall

Chart of the Week
May 08, 2019

Chart of the Week 05.08.19

Cord-Cutting Has Been Driven By Satellite Operators Without The Ability To Bundle Broadband

Earnings Recaps
May 08, 2019

Sprint: 2019 Q1 Earnings

Sprint Is Reliant Upon The Merger With T-Mobile In Order To Compete With The 2 Biggest Wireless Carriers

Earnings Recaps
May 07, 2019

EA: 2019 Q1 Earnings

EA Is Extending Their Subscription To Additional Platforms As They Look To Bring In New Gamers

Earnings Recaps
May 07, 2019

Cinemark: 2019 Q1 Earnings

Cinemark Is Upgrading Their Free Loyalty Program To Act As A Better Funnel For Movie Club Subscriptions

M&A Synopsis
May 06, 2019

Sinclair's Acquisition of the Fox RSNs

A summary of Sinclair’s Analyst Call following their acquisition of the FOX RSN’s where they provided more insight into the transaction and strategy.

Earnings Recaps
May 03, 2019

DISH Network: 2019 Q1 Earnings

DISH Network Has Been In Standoff Negotiations With AT&T In The Fight For Satellite Customers

Earnings Recaps
May 02, 2019

Live Nation: 2019 Q1 Earnings

Live Nation Is Working Closely With Artists On Dynamic Pricing Initiatives To Reduce The Secondary Market

Earnings Recaps
May 02, 2019

Discovery: 2019 Q1 Earnings

Discovery Is Partnering With BBC To Create Their First Non-Sports “Above The Globe” OTT Service

Earnings Recaps
May 02, 2019

CBS: 2019 Q1 Earnings

CBS Is Starting To Expand All-Access Across The World, Starting With English Speaking Countries

Earnings Recaps
May 02, 2019

Altice USA: 2019 Q1 Earnings

Altice USA’s Acquisition Of Cheddar Signals Their Intent On Building A National Ad Footprint Through News

Earnings Recaps
May 02, 2019

Activision: 2019 Q1 Earnings

Activision Is Expanding Their City Based Esports League Model To Their Other Popular Franchises

Earnings Recaps
May 01, 2019

Zynga: 2019 Q1 Earnings

Zynga Is Using The Recurring Revenue Streams From Live Services To Invest In New Title Development

Earnings Recaps
May 01, 2019

AMC Networks: 2019 Q1 Earnings

AMC Networks Is Slowly Increasing Production To Better Serve Their Portfolio Of DTC Products

Chart of the Week
May 01, 2019

Chart of the Week 05.01.19

Twitch Viewership Has Grown 35% In The Past Year, Driven By The Rise Of Long-Tail Content

Earnings Recaps
April 30, 2019

Charter: 2019 Q1 Earnings

Charter Is Concentrating On Using Their New Pricing And Products To Drive Customer Acquisitions

Earnings Recaps
April 29, 2019

Google: 2019 Q1 Earnings

Google Is Making Bigger Strides Into The Hardware Business In Order To Better Control Their Software

Earnings Recaps
April 29, 2019

Spotify: 2019 Q1 Earnings

Spotify Is Looking To Replicate Their Marketplace Strategy With Their Expanding Podcast Content

Earnings Recaps
April 26, 2019

IMAX: 2019 Q1 Earnings

IMAX Is Working Closely With Creative Talent To Help Enhance Blockbuster Content From The Onset

Earnings Recaps
April 25, 2019

T-Mobile: 2019 Q1 Earnings

T-Mobile Has Finally Launched Their Video Product As They Look To Disrupt The Cable Industry

Earnings Recaps
April 25, 2019

Comcast: 2019 Q1 Earnings

Comcast Is Taking Steps To Integrate Sky Into Both Content And Advertising Assets To Quickly Gain Scale

Earnings Recaps
April 25, 2019

WWE: 2019 Q1 Earnings

WWE Experienced A Sudden Drop In Overall Engagement, Leading To Concerns About Long Term Prospects

Earnings Recaps
April 24, 2019

SiriusXM: 2019 Q1 Earnings

SiriusXM Is Swiftly Taking Steps To Integrate And Cross Promote Pandora Within Their Service

Earnings Recaps
April 24, 2019

Facebook: 2019 Q1 Earnings

Facebook Is Redesigning Its Product To Encourage More Private Communication Between Users

Earnings Recaps
April 24, 2019

AT&T: 2019 Q1 Earnings

AT&T Is Raising Prices Across Their Video Products As They Focus On Higher Lifetime Value Customers

Chart of the Week
April 24, 2019

Chart of the Week 04.24.19

Avengers: Endgame Has A Chance To Reach A $1 Billion Box Office In Just Its Opening Weekend

Earnings Recaps
April 23, 2019

Twitter: 2019 Q1 Earnings

Twitter Is Increasingly Utilizing AI Across Their Systems To Proactively Combat Malicious User Behavior

Earnings Recaps
April 23, 2019

Snapchat: 2019 Q1 Earnings

Snapchat Has Launched A Gaming Platform To Increase Engagement Amongst Their Core User Base

Earnings Recaps
April 23, 2019

Verizon: 2019 Q1 Earnings

Verizon Is Concentrating On Its Network Quality As It Builds Out A Strategy Around Its Distribution

Earnings Recaps
April 17, 2019

Netflix: 2019 Q1 Earnings

Netflix Is Unconcerned About New DTC Entrants As They Raise Prices To Fund Their Next Wave Of Content

Investor Day Highlights
April 17, 2019

AMC Entertainment Investor Day

A summary of AMC Entertainment’s Investor Day where they provided more insight on the their A-List subscription progress, 2019 box office projections, and international growth. 

Chart of the Week
April 17, 2019

Chart of the Week 04.17.19

YouTube Is The Leader In Mobile Consumption, Highlighting The Appeal Of Short-Form Content

Investor Day Highlights
April 11, 2019

Disney Investor Day

A summary of Disney’s Investor Day where they provided more insight into their DTC strategy, including details on Disney+. 

Chart of the Week
April 10, 2019

Chart of the Week 04.10.19

There Is A Rapidly Growing Selection Of SVOD Platforms With A Variety Of Different Features

Chart of the Week
April 03, 2019

Chart of the Week 04.03.19

Streaming Has Swiftly Grown To Represent Nearly 50% Of Total Global Recorded Music Revenues

Chart of the Week
March 27, 2019

Chart of the Week 03.27.19

The Growth Of SVOD Has Shifted It From A Complementary Option To A Substitute For Pay TV

Chart of the Week
March 20, 2019

Chart of the Week 03.20.19

Smartphones Have Replaced Television As The Primary Media Device For Millennial Audiences

Chart of the Week
March 13, 2019

Chart of the Week 03.13.19

DirecTV Now Has Raised Prices For Legacy Subscribers As They Introduce 2 New Packages

Chart of the Week
March 06, 2019

Chart of the Week 03.06.19

Consumers Have Quickly Shown A Willingness To Pay For On-Demand Access To A Music Library

Earnings Recaps
February 28, 2019

Live Nation: 2018 Q4 Earnings

Live Nation Is Creating A Digital Ticketing Ecosystem That Drives Value To Other Parts Of The Business

Earnings Recaps
February 28, 2019

AMC Networks: 2018 Q4 Earnings

AMC Networks Will Generate $100M In Revenue From Their Portfolio Of DTC Products In 2019

Conference Takeaways
February 27, 2019

Morgan Stanley 2019 TMT Conference

Interviews with Senior Executives at AT&T, Charter, Cinemark, Comcast, Facebook, Glu Mobile, Google, Lionsgate, The New York Times, SiriusXM, Snapchat, Spotify, Twitter, Verizon, Viacom, WWE, Zynga

Chart of the Week
February 27, 2019

Chart of the Week 02.27.19

With Established Leagues In Place, Esports Revenues Are Projected To Exceed $1 Billion In 2019

Earnings Recaps
February 26, 2019

AMC Entertainment: 2018 Q4 Earnings

AMC Entertainment Is Focusing Their Digital Marketing Around The Customer Data From Loyalty Programs

Earnings Recaps
February 26, 2019

IMAX: 2018 Q4 Earnings

IMAX Is Implementing New Screen Technology To Further Differentiate Their Movie Going Experience

Earnings Recaps
February 26, 2019

Discovery: 2018 Q4 Earnings

Discovery Has Added Cycling To Their Portfolio Of Niche Sports Rights That They Own On A Global Basis

Earnings Recaps
February 22, 2019

Cinemark: 2018 Q4 Earnings

Cinemark Is Taking A Conservative Approach To Pricing In Order To Drive Attendance And Overall Box Office

Earnings Recaps
February 21, 2019

Roku: 2018 Q4 Earnings

Roku Is Concentrating On Their Software Platform To Become The Leading Partner For OTT Advertising

Earnings Recaps
February 21, 2019

iQIYI: 2018 Q4 Earnings

iQIYI Is Increasing Its Spending On Original Premium Content To Avoid Heavily Relying On Licensed Shows

Investor Day Highlights
February 21, 2019

Verizon Investor Day

A summary of Verizon’s Investor Day, including major talking points and key data from management presentations.

Chart of the Week
February 20, 2019

Chart of the Week 02.20.19

Over The Last 3 Years, Pay TV Providers Have Seen Customers Cut The Cord At Varying Speeds

Earnings Recaps
February 14, 2019

CBS: 2018 Q4 Earnings

CBS Is Ramping Up Their Content Production To Meet The Demands Of Their Growing DTC Subscriber Base

Earnings Recaps
February 13, 2019

DISH Network: 2018 Q4 Earnings

DISH Network Has Been Unable To Resolve Their Carriage Disputes With AT&T And Univision

Chart of the Week
February 13, 2019

Chart of the Week 02.13.19

Advertising Can Subsidize Costs For Consumers Making It Easier To Acquire Large Audiences

Earnings Recaps
February 12, 2019

Activision: 2018 Q4 Earnings

Activision Is Reorganizing Their Business To Allocate More Resources Towards Their Biggest Franchises

Earnings Recaps
February 07, 2019

WWE: 2018 Q4 Earnings

WWE Is Starting To Transform From A Domestic Company Into A Global Entertainment Business

Earnings Recaps
February 07, 2019

Twitter: 2018 Q4 Earnings

Twitter Is Building A Platform That Will Stimulate Conversations Around Events, Interests, And Topics

Earnings Recaps
February 07, 2019

T-Mobile: 2018 Q4 Earnings

T-Mobile Is Making Final Adjustments To Their Home TV Product Before Launching It Next Quarter

Earnings Recaps
February 07, 2019

Lionsgate: 2018 Q4 Earnings

Lionsgate Is Focusing On Integrating Its Library Content With Production Capabilities Into One Platform

Earnings Recaps
February 06, 2019

Zynga: 2018 Q4 Earnings

Zynga Is Focusing On In-Game Content In Order To Grow Their Portfolio Of Marquee Franchises

Earnings Recaps
February 06, 2019

Take-Two: 2018 Q4 Earnings

Take Two Is Rolling Out An Online Mode To Capitalize On The Popularity Of Red Dead Redemption 2

Earnings Recaps
February 06, 2019

Spotify: 2018 Q4 Earnings

Spotify Has Made 2 Acquisitions As Part Of An Aggressive M&A Strategy Around Non-Music Content

Earnings Recaps
February 06, 2019

New York Times: 2018 Q4 Earnings

The New York Times Is Focusing On Their Digital Product To Reach 10 Million Subscribers By 2025

Chart of the Week
February 06, 2019

Chart of the Week 02.06.19

Despite Declining Viewership, Super Bowl Broadcasts Exemplify The Potential Reach Of Linear TV

Earnings Recaps
February 05, 2019

Viacom: 2018 Q4 Earnings

Viacom Has Acquired Pluto TV As Their First Major Move To Compete In The Direct-To-Consumer Space

Earnings Recaps
February 05, 2019

Snapchat: 2018 Q4 Earnings

Snapchat Is Continuing To Add New Product Features, But Is Struggling To Add New Users

Earnings Recaps
February 05, 2019

EA: 2018 Q4 Earnings

EA Is Making Adjustments In Their Strategy After The Poor Performance From Battlefield V

Earnings Recaps
February 05, 2019

Disney: 2018 Q4 Earnings

Disney Has Realigned Their Organization To Properly Support Their Biggest Priority: Direct To Consumer

Earnings Recaps
February 04, 2019

Google: 2018 Q4 Earnings

Google Is Making Significant Investments In Machine Learning To Add Value Across Their Businesses

Earnings Recaps
February 01, 2019

Madison Square Garden: 2018 Q4 Earnings

Madison Square Garden Company Is Working On A Spin Off That Will Separate Its 2 Core Businesses

Earnings Recaps
January 31, 2019

Sprint: 2018 Q4 Earnings

Sprint’s Pending Merger With T-Mobile Is Having Subtle Impacts On The Current Growth Of The Business

Earnings Recaps
January 31, 2019

Charter: 2018 Q4 Earnings

Charter Is Starting To Replace Wireline Voice With Their New Mobile Product In Triple Play Bundles

Earnings Recaps
January 30, 2019

SiriusXM: 2018 Q4 Earnings

SiriusXM’s Merger With Pandora Has Closed And They Will Begin To Create An Integrated Audio Offering

Earnings Recaps
January 30, 2019

Facebook: 2018 Q4 Earnings

Facebook Faced A Lot Of Scrutiny In 2018, But Users Have Been Reluctant To Disconnect From The Platform

Earnings Recaps
January 30, 2019

AT&T: 2018 Q4 Earnings

AT&T Is Focusing On Developing A High Quality Customer Base Across All Business Lines

Chart of the Week
January 30, 2019

Chart of the Week 01.30.19

Apple Music Has 50M Global Subscribers, But Is Losing Ground To The Market Leader, Spotify

Earnings Recaps
January 29, 2019

Verizon: 2018 Q4 Earnings

Verizon Is Reorganizing Its Business To Efficiently Provide Customers A Range Of Connectivity Services

Earnings Recaps
January 29, 2019

Apple: 2018 Q4 Earnings

Apple Is Placing A Bigger Emphasis On Their Services As Product Growth Starts To Decline

Earnings Recaps
January 23, 2019

Comcast: 2018 Q4 Earnings

Comcast Will Launch An AVOD Service In 2020 That Will Be Complementary To The Current Businesses

Chart of the Week
January 23, 2019

Chart of the Week 01.23.19

The Rise Of In-Game Transactions Has Been A Major Driver In The Growth Of The Gaming Industry

Earnings Recaps
January 17, 2019

Netflix: 2018 Q4 Earnings

Netflix Has Raised Prices To Help Accelerate Their Next Cycle Of Investment Into Original Content

Chart of the Week
January 16, 2019

Chart of the Week 01.16.19

Netflix Has Raised Prices, But Remains An Affordable Content Option Compared To The Bundle

Deep Dive Reports
January 15, 2019

19 Charts for 2019

A collection of charts that highlight some of the trends happening across the sports, media, and entertainment industries over the past year, and the key questions executives and investors should be asking over the next 12 months.

Conference Takeaways
January 09, 2019

Citi 2019 TMT Conference

Interviews with Senior Executives at AMC Entertainment, AT&T, Discovery, SiriusXM, T-Mobile, Verizon, Viacom, WWE

Chart of the Week
January 09, 2019

Chart of the Week 01.09.19

Subscription Streaming Services Now Account For Over 50% Of Home Entertainment Spending

Conference Takeaways
December 04, 2018

UBS 2018 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, CBS, Charter, Comcast, Discovery, Microsoft, Netflix, The New York Times, Sprint, Twitter, Verizon, Viacom, Vimeo, Zynga

Investor Day Highlights
November 29, 2018

AT&T Investor Day

A summary of AT&T’s Investor Day, including major talking points and key data from management presentations.

Earnings Recaps
November 16, 2018

Viacom: 2018 Q3 Earnings

Viacom Is Ramping Up Production To Become A Preeminent Global Supplier Of Multi-Platform Content

Conference Takeaways
November 14, 2018

Morgan Stanley 2018 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Discovery, T-Mobile, Verizon

Earnings Recaps
November 08, 2018

Lionsgate: 2018 Q3 Earnings

Lions Gate Is Building Their Business Around The Rapidly Expanding Starz OTT Platform

Earnings Recaps
November 08, 2018

Disney: 2018 Q3 Earnings

Disney Is Taking A Cautious Approach As They Build Up The Library For Their Streaming Platforms

Earnings Recaps
November 08, 2018

Discovery: 2018 Q3 Earnings

Discovery Holds Long-Term Sports Rights Across The World That Can Be Monetized In Different Ways

Earnings Recaps
November 08, 2018

AMC Entertainment: 2018 Q3 Earnings

AMC Entertainment Is Already Beginning To Introduce Price Increases For Their A-List Subscription

Earnings Recaps
November 08, 2018

Activision: 2018 Q3 Earnings

Activision Can Use The Early Success Of Black Ops 4 To Build Interest In Their Call Of Duty Esports League

Earnings Recaps
November 07, 2018

Take-Two: 2018 Q3 Earnings

Take-Two Looks To Have Another Blockbuster Title With The Recent Release Of Red Dead Redemption 2

Earnings Recaps
November 07, 2018

Roku: 2018 Q3 Earnings

Roku Is Capitalizing On The Slow But Steady Shift Of Ad Dollars From TV To Streaming Platforms

Earnings Recaps
November 07, 2018

DISH Network: 2018 Q3 Earnings

DISH Network Is Having Difficulties Reaching Carriage Agreements With Critical Content Owners

Earnings Recaps
November 05, 2018

Altice USA: 2018 Q3 Earnings

Altice USA Is Taking A Different Approach To Their MVNO Strategy Than Other Cable Companies

Earnings Recaps
November 02, 2018

MSG Networks: 2018 Q3 Earnings

MSG Networks Is Leveraging Digital Media Brands To Develop Content Around Their Live Games

Earnings Recaps
November 02, 2018

Cinemark: 2018 Q3 Earnings

Cinemark Is Benefiting From The Resurgent Box Office As They Grow Their Subscription Offering

Earnings Recaps
November 01, 2018

Spotify: 2018 Q3 Earnings

Spotify Continues To Launch New Products To Better Serve Artists As They Build Out Their Marketplace

Earnings Recaps
November 01, 2018

Live Nation: 2018 Q3 Earnings

Live Nation Is Leading The Transition To Digital Ticketing To Further Monetize Their Massive Audience

Earnings Recaps
November 01, 2018

CBS: 2018 Q3 Earnings

CBS Is Growing Their Collection Of Genre-Based OTT Products To Capture Subscribers Across Platforms

Earnings Recaps
November 01, 2018

AMC Networks: 2018 Q3 Earnings

AMC Networks Is Building Out A Suite Of Niche DTC Services Similar To Their Cable Networks

Earnings Recaps
October 31, 2018

Sprint: 2018 Q3 Earnings

Sprint Is Seeing Early Progress After Adjusting Their Strategy To Better Compete With The Larger Carriers

Earnings Recaps
October 30, 2018

iQIYI: 2018 Q3 Earnings

iQIYI Benefits From A Diversified Business Model That Improves Monetization As It Scales

Earnings Recaps
October 30, 2018

Ubisoft: 2018 Q3 Earnings

Ubisoft Is Concentrating On Improving Player Engagement And In-Game Monetization

Earnings Recaps
October 30, 2018

T-Mobile: 2018 Q3 Earnings

T-Mobile Is Laying The Foundation For Their 5G Strategy That Incorporates Sprint’s Capabilities

Earnings Recaps
October 30, 2018

Facebook: 2018 Q3 Earnings

Facebook Is Beginning To Embrace Stories As The Primary Medium For Users To Engage With The Platform

Earnings Recaps
October 30, 2018

EA: 2018 Q3 Earnings

EA Is Looking To Partner With Smaller Publishers To Build Out The Library For Their Subscription Service

Earnings Recaps
October 26, 2018

Charter: 2018 Q3 Earnings

Charter Is Nearing The End Of Its Integration And Rolling Out An Aggressive Customer Acquisition Plan

Earnings Recaps
October 25, 2018

WWE: 2018 Q3 Earnings

WWE Is Focusing On Their International Strategy After Recently Securing New Distribution Deals In The U.S.

Earnings Recaps
October 25, 2018

Twitter: 2018 Q3 Earnings

Twitter Is Placing An Emphasis On Improving The Health Of The Platform To Support Long-Term Success

Earnings Recaps
October 25, 2018

Snapchat: 2018 Q3 Earnings

Snapchat Is Heavily Investing In Premium Video Content That Is Created Specifically For Mobile Devices

Earnings Recaps
October 25, 2018

IMAX: 2018 Q3 Earnings

IMAX Is Benefitting From The Major Studios Increasingly Focusing On Tentpole Franchises

Earnings Recaps
October 25, 2018

Google: 2018 Q3 Earnings

Google Is Developing More Hardware Products To Build Out An Ecosystem For Android Users

Earnings Recaps
October 25, 2018

Comcast: 2018 Q3 Earnings

Comcast Is Concentrating On Its Broadband Business As The Foundation To The Connected Home

Earnings Recaps
October 24, 2018

SiriusXM: 2018 Q3 Earnings

SiriusXM’s Pending Acquisition Of Pandora Allows Them To Capture More Of The Expanding Audio Market

Earnings Recaps
October 24, 2018

AT&T: 2018 Q3 Earnings

AT&T Is Beginning To Integrate The Warner Media Assets To Deepen Their Relationship With Subscribers

Earnings Recaps
October 23, 2018

Verizon: 2018 Q3 Earnings

Verizon Has Taken The First Step Towards 5G With Their Rollout Of Wireless Broadband Earlier This Month

Deep Dive Reports
October 18, 2018

Esports Landscape - Part 2 - Video Game Publishers

Analysis of the video game industry's shift to digital sales and in-game transactions and its potential impact on the burgeoning Esports sector.

Earnings Recaps
October 16, 2018

Netflix: 2018 Q3 Earnings

Netflix Added 7M New Subscribers This Quarter, With Strong Growth Broadly Across The World

Conference Takeaways
September 13, 2018

Goldman Sachs 2018 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Cinemark, Comcast, Discovery, IMAX, Lionsgate, Live Nation, Pandora, Spotify, Sprint, Take-Two, T-Mobile, 21st Century Fox, Verizon, Viacom

Conference Takeaways
September 06, 2018

Bank of America 2018 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Lionsgate, NBC Universal, Pandora, Roku, 21st Century, Fox, Verizon, Viacom

Earnings Recaps
August 09, 2018

Viacom: 2018 Q2 Earnings

Viacom Is Evolving Into A Multi-Platform Company To Take Full Advantage Of Their Strong Brands And IP

Earnings Recaps
August 09, 2018

Lionsgate: 2018 Q2 Earnings

Lionsgate’s Flexibility To Sell A Variety Of Content Across Multiple Platforms Makes Them An Ideal Partner

Earnings Recaps
August 08, 2018

Roku: 2018 Q2 Earnings

Roku Is Increasing Their Focus On Becoming An OTT Aggregator Of Ad-Supported Content

Earnings Recaps
August 08, 2018

Cinemark: 2018 Q2 Earnings

Cinemark’s Rollover Feature Has Been A Key Benefit For The First Wave Of Movie Club Subscribers

Earnings Recaps
August 08, 2018

21st Century Fox: 2018 Q2 Earnings

With The Sale To Disney Approved, The Focus Will Be On Ramping Up “New Fox” As A Stand Alone Entity

Earnings Recaps
August 07, 2018

Snapchat: 2018 Q2 Earnings

Snap Continues To Face Challenges As They Pivot From A Social Network To A Content Platform

Earnings Recaps
August 07, 2018

Disney: 2018 Q2 Earnings

After Winning The Bidding War For Fox, Disney Can Turn Its Attention To Their DTC Streaming Services

Earnings Recaps
August 07, 2018

Discovery: 2018 Q2 Earnings

Discovery Is Accelerating Its Shift Towards Becoming A Global Platform For Direct-To-Consumer Media

Earnings Recaps
August 03, 2018

DISH Network: 2018 Q2 Earnings

DISH Network Is In The Middle Of Their Transition From A TV Provider To A 5G Wireless Provider

Earnings Recaps
August 02, 2018

Take-Two: 2018 Q2 Earnings

Take Two Has Set The Industry Standard For Online Gameplay And Engagement With The GTA Franchise

Earnings Recaps
August 02, 2018

CBS: 2018 Q2 Earnings

CBS Is Taking Full Advantage Of All The Ways To Monetize Content Through New Forms Of Distribution

Earnings Recaps
August 02, 2018

AMC Networks: 2018 Q2 Earnings

AMC Networks Has Made Recent Acquisitions To Accelerate Their Direct-To-Consumer Presence

Earnings Recaps
August 02, 2018

Altice USA: 2018 Q2 Earnings

Altice USA Is Replicating Its Parent Company’s Strategy And Evolving Into A Fixed Wireless Business

Earnings Recaps
August 02, 2018

Activision: 2018 Q2 Earnings

Activision Can Use The Success Of The Overwatch League Model To Develop New Esports Opportunities

Earnings Recaps
August 01, 2018

T-Mobile: 2018 Q2 Earnings

T-Mobile Is Planning To Launch A Video Product That Will Compete More Directly With Cable Companies

Earnings Recaps
August 01, 2018

Sprint: 2018 Q2 Earnings

After Using Aggressive Discounts To Attract Customers, Sprint Is Looking To Improve Monetization

Earnings Recaps
August 01, 2018

AMC Entertainment: 2018 Q2 Earnings

Despite The High Price, AMC Entertainment Is Seeing Positive Signs From Their Subscription Offering

Earnings Recaps
July 31, 2018

Pandora: 2018 Q2 Earnings

Acquisition Of AdsWizz Gives Pandora The Platform To Be At The Center Of The Audio Advertising Market

Earnings Recaps
July 31, 2018

iQIYI: 2018 Q2 Earnings

iQIYI Is Investing Heavily Into Premium Original Content In Order To Grow Their Subscriber Base

Earnings Recaps
July 31, 2018

Apple: 2018 Q2 Earnings

Apple Is Quietly Working On A Video Offering, But Is Keeping The Details Close To The Chest

Earnings Recaps
July 31, 2018

Charter: 2018 Q2 Earnings

Charter’s New Mobile Offering Provides Another Opportunity To Bundle Services And Reduce Churn

Earnings Recaps
July 27, 2018

Twitter: 2018 Q2 Earnings

Twitter Is Concentrating On Events To Organize Conversations And Improve Engagement

Earnings Recaps
July 26, 2018

WWE: 2018 Q2 Earnings

WWE Recently Secured A Significant Increase On Their Domestic Media Rights For Raw And Smackdown

Earnings Recaps
July 26, 2018

Spotify: 2018 Q2 Earnings

Spotify Is Evolving From A Streaming Platform To A Service Provider For Artists And Labels

Earnings Recaps
July 26, 2018

Live Nation: 2018 Q2 Earnings

The Adoption Of Digital Ticketing Gives Them Insights Into The Millions Of Fans Attending Their Events

Earnings Recaps
July 26, 2018

EA: 2018 Q2 Earnings

EA Is Preparing For The Combination Of Streaming And Subscriptions To Enter The Gaming Industry

Earnings Recaps
July 26, 2018

Comcast: 2018 Q2 Earnings

After Withdrawing Their Fox Bid, Comcast Will Focus All Of Its Attention On The Potential Sky Transaction

Earnings Recaps
July 25, 2018

Facebook: 2018 Q2 Earnings

New GDPR Regulations Giving Users More Control Over Data Privacy Is Already Impacting Advertising Yields

Earnings Recaps
July 24, 2018

Verizon: 2018 Q2 Earnings

Verizon Is Focusing On Extending Their Network Quality Leadership To 5G Technologies

Earnings Recaps
July 24, 2018

AT&T: 2018 Q2 Earnings

The Acquisition Of TimeWarner Transforms AT&T Into A Modern, Vertically Integrated Media Company

Earnings Recaps
July 23, 2018

Google: 2018 Q2 Earnings

Google Will Need To Make Swift Decisions In Order To Comply With New EU Regulations Within 90 Days

Earnings Recaps
July 16, 2018

Netflix: 2018 Q2 Earnings

Netflix Added 5.2M Subscribers In Q2, Which Was 1M Short Of Their Internal Forecast

Deep Dive Reports
June 07, 2018

Esports Landscape - Part 1 - Sports Media Industry

Analysis of the sports media industry and how the changing market conditions can support the growth of Esports viewership.

Earnings Recaps
May 24, 2018

Lionsgate: 2018 Q1 Earnings

Lionsgate Is Partnering With Both Emerging OTT Platforms And Linear MVPDs For International Distribution

Earnings Recaps
May 16, 2018

Take-Two: 2018 Q1 Earnings

Take Two Has Developed A Cautious Approach To Growing The NBA 2K League And Its Esports Business

Earnings Recaps
May 10, 2018

AMC Networks: 2018 Q1 Earnings

AMC Networks Is Transitioning From A Cable Channel Company To A Diversified Global Content Company

Earnings Recaps
May 09, 2018

Roku: 2018 Q1 Earnings

Roku Is Transforming From A Hardware Company To An OTT Software Ecosystem

Earnings Recaps
May 09, 2018

Cinemark: 2018 Q1 Earnings

Through Its Subscription Plan, Cinemark Can Know Their Audience Better And Improve Consumer Loyalty

Earnings Recaps
May 09, 2018

Altice USA: 2018 Q1 Earnings

Altice USA Is Building Their Business Around Broadband With A Focus On Fixed Line Convergence

Earnings Recaps
May 09, 2018

21st Century Fox: 2018 Q1 Earnings

The Emphasis On Premium Sports Content Will Command Higher Rates, Even On Skinny Bundles

Earnings Recaps
May 08, 2018

EA: 2018 Q1 Earnings

EA Has Embraced The Shift To Digital And Is Looking To Change The Way People Access Video Games

Earnings Recaps
May 08, 2018

Disney: 2018 Q1 Earnings

Disney Is Taking The First Steps In Transitioning To A Multi-Dimensional Direct To Consumer Platform

Earnings Recaps
May 08, 2018

DISH Network: 2018 Q1 Earnings

Without A Legacy Cellular Network , DISH Network Has A Clean Slate To Build Their 5G Network

Earnings Recaps
May 08, 2018

Discovery: 2018 Q1 Earnings

After Completing The Acquisition Of Scripps, Discovery Is The Clear Leader In Unscripted Content

Earnings Recaps
May 07, 2018

AMC Entertainment 2018 Q1 Earnings

Reinvestment Into Their Newly Acquired Theaters Is The Core Strategy To Expanding Market Share

Earnings Recaps
May 03, 2018

WWE: 2018 Q1 Earnings

WWE Has Embraced All Forms Of Distribution To Becomes A Multi-Platform Media Company

Earnings Recaps
May 03, 2018

Pandora: 2018 Q1 Earnings

Pandora Is Improving Its Ad-Tech To Gain Early Advantages In The Digital Audio Ad Market

Earnings Recaps
May 03, 2018

Live Nation: 2018 Q1 Earnings

Live Nation Is Benefitting From A Growing Global Concerts Industry With Increasing Supply And Demand

Earnings Recaps
May 03, 2018

CBS: 2018 Q1 Earnings

CBS Continues To Grow Its Subscriber Base Outside Of The Traditional Linear Ecosystem

Earnings Recaps
May 03, 2018

Activision: 2018 Q1 Earnings

The Early Success Of The Overwatch League Has Validated The Potential Of Esports

Earnings Recaps
May 01, 2018

Snapchat: 2018 Q1 Earnings

Snapchat Is Redesigning The App To Be A Communication Service And Content Platform

Earnings Recaps
April 27, 2018

Charter: 2018 Q1 Earnings

Charter Is Entering The Wireless Market In Order To Expand Their Connectivity Offerings

Earnings Recaps
April 26, 2018

Amazon: 2018 Q1 Earnings

Amazon Is Quickly Building Its Advertising Business To Further Monetize Its Customer Base

Earnings Recaps
April 25, 2018

Viacom: 2018 Q1 Earnings

Viacom Is Continuing To Take Steps To Become Less Dependent On The Linear Ecosystem

Earnings Recaps
April 25, 2018

Twitter: 2018 Q1 Earnings

Twitter Is Utilizing Live Video Content To Deepen Engagement On The Platform

Earnings Recaps
April 25, 2018

Facebook: 2018 Q1 Earnings

Cambridge Analytica Scandal Has Cast A Shadow Over The Use Of Consumer Data To Improve The Platform

Earnings Recaps
April 25, 2018

Comcast: 2018 Q1 Earnings

Comcast’s Formal Bid For Sky Highlights Legacy Media’s Need For Scale And An International Presence

Earnings Recaps
April 25, 2018

AT&T: 2018 Q1 Earnings

The DOJ Decision Will Have A Major Impact On AT&T’s Strategy As Well As The Media Industry As A Whole

Earnings Recaps
April 24, 2018

Verizon: 2018 Q1 Earnings

Verizon’s Oath Platform Has Massive Scale, But Lacks The Consumer Engagement That Attracts Advertisers

Earnings Recaps
April 23, 2018

Google: 2018 Q1 Earnings

Google Is Deepening Their Relationship With Publishers In Order To Continue Growth In Mobile Search

Earnings Recaps
April 16, 2018

Netflix: 2018 Q1 Earnings

Netflix Continues To Grow Its Audience And Now Has 125 Million Subscribers Across The World

Earnings Recaps
March 01, 2018

AMC Networks: 2017 Q4 Earnings

Just Like 2017, AMC Networks Will Spend About $1 Billion On Programming In 2018

Earnings Recaps
March 01, 2018

AMC Entertainment: 2017 Q4 Earnings

AMC Entertainment Continues To Be Vehemently Against Any Sort Of PVOD Window

Earnings Recaps
March 01, 2018

Spotify: IPO Summary

A closer look at Spotify's financial following their registration with SEC for public listing.

Earnings Recaps
February 28, 2018

iQIYI: IPO Summary

A closer look at iQIYI's financials following their registration with SEC for public listing.

Earnings Recaps
February 27, 2018

Live Nation: 2017 Q4 Earnings

Live Nation’s Flywheel Strategy Around Concerts Highlights The Increasing Power Of Live Entertainment

Earnings Recaps
February 27, 2018

IMAX: 2017 Q4 Earnings

By Slowly Moving Away From 3D, IMAX Can Benefit From The Increasing Reliance On Tentpole Films

Earnings Recaps
February 27, 2018

Discovery: 2017 Q4 Earnings

DOJ Has Cleared The Acquisition Of Scripps Networks And The Merger Will Close Within 2 Weeks

Earnings Recaps
February 27, 2018

Altice USA: 2017 Q4 Earnings

Altice USA’s Spin-Off From Its Parent Company Will Provide More Clarity To Its Strategy

Earnings Recaps
February 23, 2018

Cinemark: 2017 Q4 Earnings

The Introduction Of Movie Club Creates Recurring Revenues Independent Of Box Office Performance

Earnings Recaps
February 21, 2018

Pandora: 2017 Q4 Earnings

Pandora Is Adding Interactive Features In Order To Maintain Their Listener Base

Earnings Recaps
February 21, 2018

DISH Network: 2017 Q4 Earnings

DISH Network Is Balancing 3 Businesses At Different Stages Of Their Growth Cycle

Earnings Recaps
February 15, 2018

CBS: 2017 Q4 Earnings

CBS Is Leveraging Skinny Bundles To Help Drive Subscribers To Its OTT Products

Earnings Recaps
February 08, 2018

Viacom: 2017 Q4 Earnings

Viacom Wants To Distribute Its Flagship Brands Across As Many Different Mediums As Possible

Earnings Recaps
February 08, 2018

Twitter: 2017 Q4 Earnings

Twitter Wants To Be The Primary Source To Answer The Question: What’s Happening Now?

Earnings Recaps
February 08, 2018

T-Mobile: 2017 Q4 Earnings

The Acquisition Of Layer3 Brings Another Dimension To Its Mobile Video Strategy

Earnings Recaps
February 08, 2018

Activision: 2017 Q4 Earnings

The Early Success Of The Overwatch League Highlights The Mainstream Potential Of Esports

Earnings Recaps
February 08, 2018

Lionsgate: 2017 Q4 Earnings

Lionsgate Is An Attractive Asset To The Big Media Companies As They Look To Scale

Earnings Recaps
February 07, 2018

Take-Two: 2017 Q4 Earnings

Take-Two Is Looking To Independent Developers For New IP That Can Become Long-Term Franchises

Earnings Recaps
February 07, 2018

21st Century Fox: 2017 Q4 Earnings

The Thursday Night NFL Deal Is The First Step In Building Out The “New Fox” Business

Earnings Recaps
February 06, 2018

Snapchat: 2017 Q4 Earnings

Snapchat Is Evolving From A Communication Tool To A Content Distributor

Earnings Recaps
February 06, 2018

Disney: 2017 Q4 Earnings

The Upcoming Launch Of ESPN Plus Will Look To Capitalize On The Passion Of Niche Sports Fans

Earnings Recaps
February 02, 2018

Sprint: 2017 Q4 Earnings

Sprint Has Embraced A Slightly Different Business Strategy Compared To Other Wireless Carriers

Earnings Recaps
February 02, 2018

Charter: 2017 Q4 Earnings

Charter Is Looking For New Ways To Attract And Retain Video Subscribers

Earnings Recaps
February 01, 2018

Google: 2017 Q4 Earnings

Google’s Revenues Grew 23% In 2017 On The Strength Of Its Mobile Advertising Capabilities

Earnings Recaps
February 01, 2018

Amazon: 2017 Q4 Earnings

Amazon Can Leverage Their Leadership Position In E-Commerce To Build Out An Advertising Platform

Earnings Recaps
January 31, 2018

Facebook: 2017 Q4 Earnings

Facebook Has Started To Make Major Changes To Its News Feed To Encourage Social Interactions

Earnings Recaps
January 31, 2018

AT&T: 2017 Q4 Earnings

AT&T Remains Focused On Bundling Products To Reduce Churn And Improve Margins

Earnings Recaps
January 30, 2018

EA: 2017 Q4 Earnings

The Controversy Around Battlefront II Hurt Sales, But Its Live Service Revenue Exceeded Expectations

Earnings Recaps
January 24, 2018

Comcast: 2017 Q4 Earnings

Comcast Continues To Focus Their Strategy Around Bundling

Earnings Recaps
January 23, 2018

Verizon: 2017 Q4 Earnings

Verizon Is Beginning To Build Out Its Oath Platforms Through Live Sports Streaming Deals

Earnings Recaps
January 22, 2018

Netflix: 2017 Q4 Earnings

Netflix Added 8.3 Million Streaming Subscribers In Q4 2017

Deep Dive Reports
January 17, 2018

18 Charts for 2018

A collection of charts that highlight some of the trends happening across the sports, media, and entertainment industries over the past year, and the key questions executives and investors should be asking over the next 12 months.

M&A Synopsis
December 14, 2017

Disney's Acquisition of 21st Century Fox

A brief analysis of the Disney – 21st Century Fox transaction, including an overview of the assets sold (and spun-off), and a brief summary of the strategic rationale behind the deal.

Investor Day Highlights
November 16, 2017

Liberty Media Investor Day

A summary of Liberty Media’s Investor Day, including major talking points and key data from management presentations by Senior Executives at Liberty Media, Charter, Live Nation, SiriusXM and Formula 1.

Deep Dive Reports
July 26, 2017

Location Based VR Experience Overview

Introduction to the Location Based VR Experience (LBVRE) sector and its growth outlook compared to the broader Virtual Reality segment.

Deep Dive Reports
March 20, 2017

Wireless Telcom Overview

An in-depth look at the history of the wireless telecom industry, from the initial adoption of cell phones, to the use of data plans, to the rise of smartphones, and examining the potential for mobile applications as the transition from 4G to 5G begins.

Deep Dive Reports
January 09, 2017

Digital Music Overview

A closer look at how the recorded music industry is shifting from ownership of physical music (CDs) to access to digital music (streaming) and the ramifications for artists.

Deep Dive Reports
December 20, 2016

Sports Tech Overview

An overview of how professional sports teams and leagues are starting to incorporate technology and analytics into their business and the potential monetization opportunities as this adoption accelerates.

Deep Dive Reports
October 07, 2016

Animation Industry Overview

An analysis of the importance of animation content and how media companies are utilizing this type of content (and IP) to adopt to changing viewing behavior from younger audiences.

Deep Dive Reports
August 25, 2016

Taiwan TV Market

An overview of the Taiwan media industry, with a focus on how the television and telecom segments are adapting to the rising threat of OTT entrants.