Chart of the Week 01.20.21
Netflix Is Truly A Global Service With The Majority Of Their Net Adds Coming From Outside The US
Netflix: 2020 Q4 Earnings
Netflix Has Surpassed Over 200M Global Subscribers As The Pandemic Continues To Pull Forward Growth
21 Charts for 2021
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 01.15.21
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 01.13.21
The Shift To Monetizing The Consumption Of Music Has Made Back Catalogs An Attractive Asset
Weekly Newsletter 01.08.21
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 01.06.21
There Was A Surge In Viewing Of The Office On Netflix Before It Left The Service On December 31
Weekly Newsletter 01.01.21
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
A Look Back At 2020
A look back at the trends identified at the beginning of the year and an outline of some initial thoughts heading into 2021.
Weekly Newsletter 12.18.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 12.16.20
Disney+ Exceeded Their Initial Projections Due To The Strength Of Their Iconic Library Of IP
Weekly Newsletter 12.11.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Disney Investor Day 2020
A summary of Disney’s Investor Day where they provided more insight into their content pipeline and provided updated projections for their portfolio of DTC services.
Chart of the Week 12.09.20
Despite The Rising Popularity Of Video Games, Investor Sentiment Around Esports Has Cooled
Weekly Newsletter 12.04.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Discovery Investor Day
A summary of Discovery’s Investor Day where they provided more insight into their DTC strategy, including details on discovery+.
Chart of the Week 12.02.20
Over The Past Few Months, Moviegoing Has Started To Return To Normalcy In China And Japan
Roblox: IPO Summary
Analysis of strategic priorities, business model overview and recent financials from Roblox's S-1 registration
Weekly Newsletter 11.27.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 11.25.20
The Queen’s Gambit Has Been A Global Hit, Breaking Into Netflix’s Top 10 List In 92 Countries
2020 Q3 Earnings Summary
Analysis of notable themes coming out of the 2020 Q3 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 11.20.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Sinclair's Strategic Partnership With Bally's
A brief overview of the Sinclair – Bally's strategic partnership, including a summary of major talking points and key information from management.
NetEase: 2020 Q3 Earnings
NetEase Is Aggressively Investing In Marketing To Acquire New Users For Their Online Education Platform
Chart of the Week 11.18.20
After Its Recent Deal With AMC, Universal Has Signed A Similar PVOD Agreement With Cinemark
Weekly Newsletter 11.13.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Unity: 2020 Q3 Earnings
Unity Has Benefitted From The Acceleration Of Gaming This Year, Particularly Around Casual Mobile Games
Disney: 2020 Q3 Earnings
Disney Has Reorganized Their Senior Leadership Team To Accelerate Their Pivot To A DTC-First Business
Tencent: 2020 Q3 Earnings
Tencent Is Negotiating With Traditional Gaming Platforms To Reduce Revenue Share And Align Incentives
Chart of the Week 11.11.20
A Multitude Of Unique Factors Led To A Significant Improvement In Cord-Cutting Trends In Q3
Weekly Newsletter 11.06.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
DISH Network: 2020 Q3 Earnings
DISH Network Is Focused On Their Network Planning To Set Up The Rollout Of 5G In The Back Half Of 2021
ViacomCBS: 2020 Q3 Earnings
ViacomCBS Is Gearing Up For A Big Marketing Push Ahead Of The Relaunch Of Paramount+ Next Year
Take-Two: 2020 Q3 Earnings
Take-Two Has Been Reluctant To Fully Embrace Free-To-Play As They Prefer To Keep The Upfront Purchase
T-Mobile: 2020 Q3 Earnings
T-Mobile Is Hard At Work Transitioning Sprint Customers To Their Network And Capturing Cost Synergies
Electronic Arts: 2020 Q3 Earnings
EA Has Expanded The Distribution Of Their Subscription Service To Multiple New Platforms This Year
Roku: 2020 Q3 Earnings
Roku Has Benefitted From Marketers Reallocating Advertising Spend Without Annual Upfront Commitments
Live Nation: 2020 Q3 Earnings
Live Nation Is Expecting Shows At Scale Next Summer, But The Timeline Will Vary Greatly By Region
Lionsgate: 2020 Q3 Earnings
Lionsgate Is Leaning Further Into Local Distribution Partnerships To Expand Their International Presence
Cinemark: 2020 Q3 Earnings
Cinemark Is In Active Negotiations With Numerous Studio Partners To Allow For Dynamic PVOD Windows
New York Times: 2020 Q3 Earnings
The New York Times Has Benefited From The Elongated News Cycle In 2020 As It Crosses 7M Subscribers
Discovery: 2020 Q3 Earnings
Discovery Plans To Announce The Details Of Its Differentiated Direct To Consumer Service Next Month
Zynga: 2020 Q3 Earnings
Zynga Plans To Double Down On Marketing Over The Coming Months For Its New Harry Potter Game
Chart of the Week 11.04.20
There Has Been An Acceleration In Broadband Adoption As More People Are Working From Home
Sinclair: 2020 Q3 Earnings
Sinclair Has Had Their RSNs Dropped From Multiple vMVPDs Since The Conclusion Of The Sports Seasons
FOX Corp: 2020 Q3 Earnings
FOX Has Shattered Records For Political Advertising Across Their Local Stations In Important Swing States
AMC Entertainment: 2020 Q3 Earnings
AMC Entertainment Is Once Again Raising Equity Capital To Help Them Survive Until Summer 2021
AMC Networks: 2020 Q3 Earnings
AMC Networks Has Recently Launched AMC+ In An Early Effort To Bundle Their Linear And SVOD Content
Weekly Newsletter 10.30.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Charter: 2020 Q3 Earnings
Charter Has Seen High Retention Rates From New Customers That Joined Through COVID-Related Offerings
Facebook: 2020 Q3 Earnings
Facebook Is Moving Quickly To Develop Tools That Help Small Businesses Shift Their Sales Online
Google: 2020 Q3 Earnings
Google Is Facing Increasing Regulatory Scrutiny Over Their Dominant Position In Search Across Platforms
Twitter: 2020 Q3 Earnings
Twitter Has Further Delayed The Release Of Its Revamped Mobile Ad Product Until Next Year
Activision: 2020 Q3 Earnings
Activision Has Seen A Dramatic Rise In Engagement Leading Up To The Release Of The New Call Of Duty
WWE: 2020 Q3 Earnings
WWE Has Brought In A New Senior Management Team To Develop And Execute On Strategic Initiatives
Ubisoft: 2020 Q3 Earnings
Ubisoft Has Delayed The Release Of 2 AAA Titles Into Next Year As The Pace Of Development Has Slowed
Altice USA: 2020 Q3 Earnings
Altice USA Has Completed The Roll Out Of 1 Gig Availability Across Their Entire Optimum Footprint
IMAX: 2020 Q3 Earnings
IMAX Has Implemented Additional Cost Reductions As Tentpole Films Continue To Be Delayed To 2021
Spotify: 2020 Q3 Earnings
Spotify Has Raised Prices In 7 Markets And Is Continuing To Experiment With Increases In Other Countries
Comcast: 2020 Q3 Earnings
Comcast Added A Record Number Of Broadband Subscribers That They Can Upsell Into Additional Products
Chart of the Week 10.28.20
Netflix Is Reorganizing Their U.S. Executive Content Teams Into A More Streamlined Structure
Weekly Newsletter 10.23.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
SiriusXM: 2020 Q3 Earnings
SiriusXM Is Confident They Are Nearing A Long-Term Renewal Of Their Agreement With Howard Stern
AT&T: 2020 Q3 Earnings
AT&T Is Ramping Up Investments Into HBO Max To Improve The Product And Add More Original Content
Chart of the Week 10.21.20
Revenue Growth Hit A Record Low As Netflix Approaches A Saturation Point In The United States
Verizon: 2020 Q3 Earnings
Verizon Has Launched Their Nationwide 5G Network In Conjunction With The iPhone 12 With UltraWideband
Netflix: 2020 Q3 Earnings
Netflix Added 2.2 Million More Subscribers In Q3 As Lockdown Restrictions Eased Across The World
Snapchat: 2020 Q3 Earnings
Snapchat Is Improving Measurement Capabilities To Attract More Big Brand Advertisers To Their Content
Weekly Newsletter 10.16.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 10.14.20
Apple Continues To Focus On Services And Wearables To Keep Customers In Their Ecosystem
Weekly Newsletter 10.09.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 10.07.20
While There Has Been A Gradual Shift To Bigger Theaters, The Cinema Footprint Has Been Stable
Weekly Newsletter 10.02.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 09.30.20
In The Past Year, Each Of The Leading Cloud Providers Have Launched Game Streaming Platforms
Weekly Newsletter 09.25.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 09.23.20
Netflix Has Ramped Up Production, But Has Yet To Surpass HBO As The Leader In Emmy Wins
Goldman Sachs 2020 TMT Conference
Interviews with Senior Executives at Altice USA, AT&T, Charter, Cinemark, Comcast, Discovery, iHeartMedia, IMAX, Lionsgate, SiriusXM, Spotify, Take-Two, The New York Times, T-Mobile, Ubisoft, Verizon, ViacomCBS, Warner Music Group, Zynga
Weekly Newsletter 09.18.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 09.16.20
Online Sports Betting Has Snapped Back With The Simultaneous Return Of Major Sports Leagues
Bank of America 2020 TMT Conference
Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, Discovery, Disney, Fox, IMAX, SiriusXM, Spotify, Verizon, ViacomCBS
Weekly Newsletter 09.11.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 09.09.20
After Multiple Acquisitions, AT&T Is Actively Looking To Sell Assets That Can Reduce Their Debt
Weekly Newsletter 09.04.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Skillz – FEAC SPAC Merger Overview
Analysis of Skillz's strategic priorities, business model overview and recent financials from their recent merger with the SPAC, Flying Eagle Acquisition Corp.
Chart of the Week 09.02.20
Despite Seating Restrictions, Tenet Exceeded Expectations For Its International-First Release
Weekly Newsletter 08.28.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Unity Software: IPO Summary
Analysis of strategic priorities, business model overview and recent financials from Unity's S-1 registration
Chart of the Week 08.26.20
In Less Than Two Years, TikTok Has Become One Of The Most Used Social Networks In America
2020 Q2 Earnings Summary
Analysis of notable themes coming out of the 2020 Q2 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 08.21.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 08.19.20
Smartphone Usage Has Surpassed Live TV Viewership As The Primary Form Of Entertainment
Weekly Newsletter 08.14.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
NetEase: 2020 Q2 Earnings
NetEase Signed A New Licensing Deal With UMG That Lets Them Experiment With New Monetization Models
Chart of the Week 08.12.20
The Rate Of Cord Cutting Slowed Down With People Confined To Their Homes For Most Of Q2
Tencent: 2020 Q2 Earnings
Tencent Is Seeking More Clarity On A Potential Ban Of WeChat (But Not Their Other Businesses) In The U.S.
Weekly Newsletter 08.07.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
DISH Network: 2020 Q2 Earnings
DISH Network Is Now Able To Provide Wireless Service Following The Acquisition Of Boost Mobile On July 1
T-Mobile: 2020 Q2 Earnings
T-Mobile Is Quickly Moving Sprint’s Valuable Mid-Band Spectrum As The Next Layer Of Their 5G Network
Lionsgate: 2020 Q2 Earnings
Lionsgate Is Exploring Agreements With Theaters As It Plans To Release Another Film On PVOD Next Month
AMC Entertainment: 2020 Q2 Earnings
AMC Entertainment Has Made An Aggressive First Move In The Shift To Premium Video On-Demand
ViacomCBS: 2020 Q2 Earnings
ViacomCBS Is Transforming CBS All-Access Into A Super Service, With Plans To Launch In Early 2021
Live Nation: 2020 Q2 Earnings
Live Nation Is Working Diligently With Artists, Agents, And Managers To Get Shows Rescheduled For 2021
Roku: 2020 Q2 Earnings
Roku Is Holding Firm In Negotiations With HBO Max And Peacock To Ensure Economic Interests Align
Zynga: 2020 Q2 Earnings
Zynga Has Acquired Another Mobile Publisher As They Expand Their Entry Into Hyper-Casual Games
Chart of the Week 08.05.20
Disney+ Surpassed Its Initial 5 Year Projection Less Than 9 Months After Launching The Service
Discovery: 2020 Q2 Earnings
Discovery Is Putting The Finishing Touches On An Aggregated, Differentiated DTC Service In The US
Sinclair: 2020 Q2 Earnings
Sinclair Was Able To Reach A Carriage Agreement With Comcast One Day Before The Launch Of Marquee
New York Times: 2020 Q2 Earnings
The New York Times Has 5.5M Digital Subscribers And Is On To Pace To Hit Their Target Of 10M By 2025
Disney: 2020 Q2 Earnings
Disney Is Creating A New PVOD Window To Release Mulan On Disney+ At The Same Time As Some Theaters
Activision: 2020 Q2 Earnings
Activision Has Developed A Prosperous Call Of Duty Ecosystem And Will Apply That Playbook To Other IP
FOX Corp: 2020 Q2 Earnings
FOX Has A Light Entertainment Program Schedule And Expects To Have A Full Broadcast Season This Fall
Cinemark: 2020 Q2 Earnings
Cinemark Is Slowly Opening More Theaters In Preparation For The Rescheduled Wide Release Of Tenet
AMC Networks: 2020 Q2 Earnings
AMC Networks Has Launched AMC+ With 2 MVPDs In A New Attempt To Reach Broadband-Only Customers
Take-Two: 2020 Q2 Earnings
Take-Two Saw Another Boost In GTA Sales Following Its Week-Long Promotion On The Epic Games Stores
Weekly Newsletter 07.31.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Charter: 2020 Q2 Earnings
Charter Aggressively Acquired Customers Via Promotional Programs And Hopes To Retain Them Long-Term
Facebook: 2020 Q2 Earnings
Facebook Has Seen Some Of Their Biggest Advertisers Boycott The Platform Over The Last Few Months
Google: 2020 Q2 Earnings
Google Advertising Revenue Declined From Last Year, As The Pandemic Has Impacted User Behavior
Altice USA: 2020 Q2 Earnings
Altice USA Doubled Their Fiber Footprint As They Look To Improve Penetration By Offering Faster Speeds
WWE: 2020 Q2 Earnings
WWE Has Seen Ratings Decline As Marquee Programs Are Not Quite The Same Without Live Audiences
Electronic Arts: 2020 Q2 Earnings
EA Has Added Tens Of Millions Players To Their Network, In What Is Usually Their Slowest Time Of The Year
SiriusXM: 2020 Q2 Earnings
SiriusXM Is Working Hard To Renew Its Contract With Howard Stern Before It Expires At The End Of The Year
Comcast: 2020 Q2 Earnings
Comcast Has Furthered Their Recent Experimentation Around PVOD With A New Agreement With AMC
Chart of the Week 07.29.20
Universal Has Signed A Deal With AMC To Shorten Their Exclusive Theatrical Window To 17 Days
Spotify: 2020 Q2 Earnings
Spotify Extended Their Licensing Agreement With UMG, Including More Emphasis On Marketplace Tools
IMAX: 2020 Q2 Earnings
IMAX Has Been Able To Reopen 40% Of Their Screens This Month, But Is Lacking New Tentpole Content
Weekly Newsletter 07.24.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Verizon: 2020 Q2 Earnings
Verizon Expects To Be Much More Active In The Deployment Of 5G Networks During The Rest Of The Year
Twitter: 2020 Q2 Earnings
Twitter Is Taking Big Steps To Reduce Their Reliance On Brand Advertising Around Big Events
AT&T: 2020 Q2 Earnings
AT&T Successfully Launched HBO Max Last Month, But It Is Still Not Distributed On Amazon Or Roku
Ubisoft: 2020 Q2 Earnings
Ubisoft Has Made Numerous Management Changes Following Allegations Of Harassment At The Company
Chart of the Week 07.22.20
Many NFL Teams Will Play Without Fans This Year, Which Will Significantly Reduce Local Revenue
Snapchat: 2020 Q2 Earnings
Snapchat Experienced A Significant Slow Down In Revenue Growth, But Are Seeing Signs Of A Recovery
Weekly Newsletter 07.17.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Netflix: 2020 Q2 Earnings
A recap of Netflix’s 2020 Q2 Earnings, including a summary of major talking points and key data from financial statements.
Chart of the Week 07.15.20
At Launch, Peacock And HBO Max Were Not Available On The 2 Largest Connected TV Providers
Weekly Newsletter 07.10.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 07.08.20
SiriusXM And Spotify Have Increased The Pace And Size Of Their Investments Around Podcasts
Weekly Newsletter 07.03.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 07.01.20
Movie Release Dates Have Been Changed Again As Theaters Postpone Their Reopening Plans
Weekly Newsletter 06.26.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 06.24.20
Mixer Has Shut Down After They Were Unable To Grow Their Position In The Live Streaming Space
Weekly Newsletter 06.19.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 06.17.20
The Summer Movie Schedule Remains In Flux As Theaters Begin To Reopen Across The Country
Weekly Newsletter 06.12.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 06.10.20
Kids Have Predictably Spent Even More Time With Mobile Apps During The COVID-19 Shutdown
AMC Entertainment: 2020 Q1 Earnings
AMC Entertainment Is Taking A Slow And Cautious Approach To Reopening Theaters Across The World
Weekly Newsletter 06.05.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
2020 Q1 Earnings Summary
Brief overview of notable themes coming out of the 2020 Q1 earnings reports from companies across the TMT ecosystem, with a focus on key takeaways, important data points, and resonating quotes from senior management.
Chart of the Week 06.03.20
The HBO Max Launch Has Underscored The Difficulties Of Transitioning A Linear Channel To DTC
Cinemark: 2020 Q1 Earnings
Cinemark Has A Game Plan To Have All Their Domestic Theaters Open For The Release Of Tenet On July 17
Zynga's Acquisition of Peak Games
A brief overview of the Zynga – Peak Games acquisition, including a summary of major talking points and key information from management.
Weekly Newsletter 05.29.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Chart of the Week 05.27.20
Spotify Is On A Podcast Spending Spree, Acquiring Exclusive Rights To The Joe Rogan Experience
Lionsgate: 2020 Q1 Earnings
Lionsgate Is Producing More Content For Starz, But Remains An Opportunistic Seller To 3rd Parties
Weekly Newsletter 05.22.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
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 05.20.20
TikTok Surpassed 2 Billion Downloads After A Record-Setting Q1 Driven By Stay-At-Home Orders
NetEase: 2020 Q1 Earnings
NetEase Is Expanding Their Proven IP Through A Diversification Of Genres As Well As Geographies
Weekly Newsletter 05.15.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
JPMorgan 2020 TMT Conference
Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, The New York Times, Sinclair, Snapchat, Twitter, Verizon, Zynga
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 05.13.20
Continual Price Increases Have Caused A Decline In Virtual MVPD Subscribers For The First Time
Tencent: 2020 Q1 Earnings
Tencent Saw Increased Engagement Across Online Platforms After Stay At Home Orders Were Put In Place
MoffettNathanson 2020 TMT Conference
Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, Discovery, Sinclair, T-Mobile, Verizon
Weekly Newsletter 05.08.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Roku: 2020 Q1 Earnings
Roku Is Poised To Benefit From The Tailwinds As More Content Owners Shift From Linear TV To Streaming
Live Nation: 2020 Q1 Earnings
Live Nation Concerts Have Come To A Halt, But Are Hopeful To Start Hosting Experimental Shows In Q3
DISH Network: 2020 Q1 Earnings
DISH Network Is Moving Quickly To Build Their 5G Network Now That The T-Mobile Deal Has Been Approved
ViacomCBS: 2020 Q1 Earnings
ViacomCBS Is Creating A Differentiated Streaming Ecosystem That Incorporates Live News And Sports
T-Mobile: 2020 Q1 Earnings
T-Mobile Finally Completed Their Acquisition Of Sprint And Have Quickly Begun The Integration Phase
Zynga: 2020 Q1 Earnings
Zynga Had An Increase In Lapsed Players Come Back To Their Games, Especially Ones With Social Elements
FOX Corp: 2020 Q1 Earnings
Fox Has Seen Local Advertising Revenue Evaporate Despite Viewership Gains For News Programming
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 05.06.20
The Shift From Ownership To Access Has Been Pivotal For The Growth Of Recorded Music
Discovery: 2020 Q1 Earnings
Discovery Pivoted To Remote Production Quickly With Key Talent Creating New Content From Their Home
Sinclair: 2020 Q1 Earnings
Sinclair Continues To Make Media Rights Payments To The Sports Teams Even Though Play Is Suspended
Electronic Arts: 2020 Q1 Earnings
EA Recently Signed A Partnership With Google Stadia As They Strive To Be On Every New Platform
Activision: 2020 Q1 Earnings
Activision Has Created A Call Of Duty Ecosystem Across Platforms To Attract A Wide Range Of Players
AMC Networks: 2020 Q1 Earnings
AMC Networks Is Increasing The Distribution Of Their Content And SVOD Services On New Digital Platforms
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 05.01.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Charter: 2020 Q1 Earnings
Charter Implemented Numerous Programs To Ensure Customers, Both New And Old, Can Access Broadband
Altice USA: 2020 Q1 Earnings
Altice USA Has Seen Customers Upgrade Broadband Speeds As They Spend More Time Inside The Home
IMAX: 2020 Q1 Earnings
IMAX Does Not Have The Same Fixed Costs As Theaters, But Relies On The Box Office Just As Much
Twitter: 2020 Q1 Earnings
Twitter Is Quickly Building More Robust Direct Response Ad Formats To Increase Their Addressable Market
Comcast: 2020 Q1 Earnings
Comcast Was Severely Impacted Across All Of Their NBCU Divisions And Expect Trends To Worsen In Q2
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 04.29.20
Several Films Will Be Released On Digital Platforms, Rather Than Waiting For Theaters To Re-Open
Spotify: 2020 Q1 Earnings
Spotify Has Seen Listening Metrics Start To Rebound As Users Shift To New Audio Devices In The Home
Google: 2020 Q1 Earnings
Google Advertising Revenue Declined In March As Their Largest Customers Swiftly Reduced Their Spending
SiriusXM: 2020 Q1 Earnings
SiriusXM Is Driving More Awareness To Their Out-Of-Vehicle Streaming App To New And Existing Listeners
Weekly Newsletter 04.24.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Verizon: 2020 Q1 Earnings
Verizon’s Network Strength Has Been Able To Withstand The Sudden Surge In Data Usage By Consumers
WWE: 2020 Q1 Earnings
WWE Has Accelerated Cost Reduction Efforts To Ensure They Have Financial Ability To Adapt The Business
Chart of the Week 04.22.20
In Q1, Netflix Added Almost 16M Subscribers, Which Is More Than 50% Of Last Year’s Total
AT&T: 2020 Q1 Earnings
AT&T Is Aggressively Marketing The May 27th Launch Of HBO Max As People Are Confined To Their Homes
Snapchat: 2020 Q1 Earnings
Snapchat’s Shift To Direct Response Ads Is Starting To Pay Off As They Can Deliver More Efficient Buys
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 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 04.15.20
Sports Leagues Are Eager To Resume Play Since They Are Highly Dependent On Media Revenues
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 04.08.20
On The First Day Of Its Beta Release, Valorant Nearly Broke Peak Viewership Records On Twitch
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 04.01.20
OTT Viewership Increased Dramatically In The Past Few Weeks As More People Stay At Home
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 03.25.20
In Its First 2 Weeks, Call Of Duty: Warzone Had Greater Adoption Than Other Battle Royale Games
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 03.18.20
Studios Are Moving Up The VOD Window To Offer Some Recent Releases To Customers At Home
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 03.11.20
Elliott Management Is Pushing For New Leadership At Twitter To Improve Company Performance
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 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 03.04.20
AT&T Has Rolled Out Another New Video Service As It Continues To Reposition Its TV Offering
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 02.28.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
AMC Entertainment: 2019 Q4 Earnings
AMC Entertainment Is Rolling Out New Features To A-List To Stimulate Activity And Improve Loyalty
Discovery: 2019 Q4 Earnings
Discovery Is Starting To Aggressively Expand In Europe Through Their Locally Differentiated OTT Products
NetEase: 2019 Q4 Earnings
NetEase Plans To Use Their Music Platform To Create Viral Content Across The Chinese Music Industry
Chart of the Week 02.26.20
During Bob Iger’s Tenure As CEO, Disney Has Made Significant Acquisitions Of IP To Fuel Growth
Sinclair: 2019 Q4 Earnings
Sinclair Has Successfully Launched Their Newest RSN, Marquee, With Full Coverage In The Chicago Market
AMC Networks: 2019 Q4 Earnings
AMC Networks Is Looking To Expand Its Suite Of Direct To Consumer Service To International Territories
Weekly Newsletter 02.21.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Cinemark: 2019 Q4 Earnings
Cinemark Is Enhancing Their Screens To Create Immersive Experiences That Can’t Be Replicated At Home
Hasbro Investor Day
A summary of Hasbro’s Investor Day where they provided more insight into their acquisition of Entertainment One.
ViacomCBS: 2019 Q4 Earnings
ViacomCBS Is Utilizing Viacom Assets To Turn All Access Into A Broad General Entertainment OTT Service
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 02.19.20
Record Label Revenues Are Growing Rapidly As They Fully Embrace Music Streaming Services
DISH Network: 2019 Q4 Earnings
DISH Network Is Accelerating Their Wireless Network Build Out Following The T-Mobile/Sprint Approval
Weekly Newsletter 02.14.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Roku: 2019 Q4 Earnings
Roku Is Quickly Expanding Internationally As Streaming Content Becomes More Prevalent Across The World
Verizon Investor Day 2020
A summary of Verizon’s Investor Day, including major talking points and key data from management presentations.
Altice USA: 2019 Q4 Earnings
Altice USA Has Recently Implemented Substantial Price Increases For New And Existing Video Subscribers
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 02.07.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Lionsgate: 2019 Q4 Earnings
Lionsgate Is Aiming To Be A Premium Content Service That Is Complementary To The Main OTT Platforms
Warner Music Group: IPO Summary
A closer look at Warner Music Group's financials following their registration with SEC for public listing.
Take-Two: 2019 Q4 Earnings
Take-Two Announced The Departure Of Rockstar’s Co Founder, But Not Expecting It To Impact The Label
T-Mobile: 2019 Q4 Earnings
T-Mobile Has Launched Their Low Band Nationwide 5G Network And Is Looking To Expand Its Coverage
Activision: 2019 Q4 Earnings
Activision’s Call Of Duty Mobile Adds Another Touch Point To Engage With New And Existing Gamers
WWE: 2019 Q4 Earnings
WWE Is Contemplating Licensing Their OTT Content, Inclusive Of PPVs, To A Major Media Company
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
Twitter: 2019 Q4 Earnings
Twitter Is Redeveloping Their Tech Infrastructure To Better Handle Direct Response Advertisements
FOX Corp.: 2019 Q4 Earnings
FOX Is Turning Its Attention To The Presidential Election Cycle After Record Revenues From The Super Bowl
Zynga: 2019 Q4 Earnings
Zynga Will Release Several Hyper Casual Games In 2020, With The Goal Of Converting One Into A Franchise
Ubisoft: 2019 Q4 Earnings
Ubisoft Has Had A Challenging Year As They Shift Their Business Model Towards In-Game Monetization
Chart of the Week 02.05.20
In 3 Months, Disney Is Already Approaching Their 5 Year Target For Domestic Disney+ Subscribers
Spotify: 2019 Q4 Earnings
Spotify Has Acquired The Ringer As It Looks To Capitalize On The Shift Of Radio Content Moving Online
Snapchat: 2019 Q4 Earnings
Snapchat Is Trying To Improve Hosting Costs In Order To More Efficiently Scale Their High Bandwidth App
Disney: 2019 Q4 Earnings
Disney Has Wildly Exceeded Expectations With The Launch Of Disney+, Reaching 26.5M Subs At Year End
SiriusXM: 2019 Q4 Earnings
SiriusXM Is Strengthening Their Position In The Car As Manufacturers Incorporate More Media Options
Google: 2019 Q4 Earnings
Google Is Taking Steps To Integrate Their Products And Create A Unified Ecosystem For Their Users
Weekly Newsletter 01.31.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Charter: 2019 Q4 Earnings
Charter Is Becoming More Inclined To Partner With OTT Services In Order To Better Serve Their Customers
EA: 2019 Q4 Earnings
EA Is Aggressively Using Subscription Services To Expand Their Player Base And Deepen Engagement
Verizon: 2019 Q4 Earnings
Verizon Is Using Partnerships To Enhance Their Network Service As A Strategy And Provide More Optionality
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.
Facebook: 2019 Q4 Earnings
Facebook Is Increasing Its Efforts To Combine Its Products Into A Private, Integrated Social Platform
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
AT&T: 2019 Q4 Earnings
AT&T Is Planning To Bundle HBO Max Across All Business Lines As They Look To Quickly Gain Scale
Apple: 2019 Q4 Earnings
Apple Set New Records For Revenues And Earnings, Fueled By The Performance Of The Latest iPhone
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 01.24.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
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 01.22.20
Netflix Is Driving Revenue Through Subscriber Growth, Rather Than Pricing, In Foreign Markets
Netflix: 2019 Q4 Earnings
Netflix Has A Big Head Start In Streaming As Major Media Companies Launch Their Initial DTC Products
Weekly Newsletter 01.17.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
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 01.15.20
Streaming Has Revitalized The Music Industry As Access To Catalog Content Is Easier Than Ever
Weekly Newsletter 01.10.20
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Citi 2020 TMT Conference
Interviews with Senior Executives at AMC Entertainment, AT&T, Discovery, Lionsgate, Sinclair, T-Mobile, Verizon, WWE
Chart of the Week 01.08.20
NFL Viewership Has Continued To Bounce Back, Cementing Its Importance To Linear Networks
Weekly Newsletter 12.20.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
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 12.18.19
The Majority Of Netflix’s Revenue Will Come From International Markets Over The Coming Years
Weekly Newsletter 12.13.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
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 12.11.19
Disney Will Surpass $10B In Global Box Office Ahead Of The Release Of Its New Star Wars Film
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 12.04.19
NBA Ratings Have Started To Drop As National Broadcasts Are Tied To Declining Cable Networks
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 11.27.19
Movie Attendance Is Slowly Declining As It Becomes Easier To Watch Premium Content At Home
NetEase: 2019 Q3 Earnings
NetEase Is Slowly Learning How To Create Mobile And PC Games That Appeal To Users Outside Of China
Weekly Newsletter 11.22.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
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.
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 11.20.19
Subscriber Growth Has Slowed Down As Virtual MVPDs Are Frequently Increasing Their Prices
Weekly Newsletter 11.15.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Viacom: 2019 Q3 Earnings
Viacom Continues To Be A Willing Supplier Of Content To Other Platforms, Including The Main OTT Services
Tencent: 2019 Q3 Earnings
Tencent Is Focusing On Building Out Capabilities That Will Strengthen Their Game Globalization Strategy
Chart of the Week 11.13.19
The Linear Ecosystem Is In Freefall As MVPDs No Longer Chase Unprofitable Video Subscribers
CBS: 2019 Q3 Earnings
CBS Is Setting Up Senior Management Teams As The Merger With Viacom Gets Set To Close This Month
Weekly Newsletter 11.08.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Madison Square Garden: 2019 Q3 Earnings
Madison Square Garden Has Changed The Structure For The Split Of Their Sports And Entertainment Assets
Lionsgate: 2019 Q3 Earnings
Lionsgate Is Working Through Negotiations With MVPDs To Expand And Evolve The Distribution Of Starz
FOX Corp: 2019 Q3 Earnings
FOX Is Revamping Their Digital Assets To Build A Unified Platform That Complements The Linear Networks
DISH Network: 2019 Q3 Earnings
DISH Network Is Taking A Very Firm Stance With Content Owners As They Work Through Negotiations
Discovery: 2019 Q3 Earnings
Discovery Is Exploring Their Options To Aggregate Their Domestic Content Into A Unique DTC Platform
AMC Entertainment: 2019 Q3 Earnings
AMC Entertainment Is Experimenting With New Revenue Streams Outside Of Traditional Film Exhibition
Activision: 2019 Q3 Earnings
Activision Has Seen Early Success With Their First Major Mobile Title Based Off Their Console Franchises
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
New York Times: 2019 Q3 Earnings
The New York Times Is Adjusting Their Paywall To Encourage More Free Registrations To Read Content
Roku: 2019 Q3 Earnings
Roku Is Building Out Their Suite Of Advertising Tools In Order To Wring More Dollars Out Of Linear TV
Cinemark: 2019 Q3 Earnings
Cinemark Is Prioritizing Guest-Oriented Strategies As They Continue To Enhance The Moviegoing Experience
Altice USA: 2019 Q3 Earnings
Altice USA Is Showing More Willingness To Distribute Streaming Services Through Their Altice One Platform
Weekly Newsletter 11.01.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Ubisoft: 2019 Q3 Earnings
Ubisoft Has Seen Their Latest 2 AAA Titles Massively Underperform Their Initial Expectations
SiriusXM: 2019 Q3 Earnings
SiriusXM Is Partnering With All The Smart Speakers To Enhance Their Distribution Outside Of The Vehicle
Live Nation: 2019 Q3 Earnings
Live Nation Is Quickly Rolling Out Their Digital Ticketing To Sports Stadiums To Better Engage With Fans
IMAX: 2019 Q3 Earnings
IMAX Is Looking To Expand Their Premium Exhibition Technology Formats To Home Entertainment Systems
AMC Networks: 2019 Q3 Earnings
AMC Networks Is Working With MVPDs To Expand The Distribution Of Their Niche OTT Services
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 10.30.19
Netflix Has Built A Significant Subscriber Advantage As The “Streaming Wars” Begin In Earnest
Zynga: 2019 Q3 Earnings
Zynga Is Concentrating On Live Services As They Capitalize On The Growing Audience Of Mobile Gamers
Facebook: 2019 Q3 Earnings
Facebook Continues To Face Regulatory Pressures, With The Recent Spotlight On Political Advertising
Apple: 2019 Q3 Earnings
Apple Is Finally Making Their Entry Into Original Content With The Launch Of Apple TV+ This Week
EA: 2019 Q3 Earnings
EA Is Leveraging Their Expertise From Ultimate Team To Enhance Live Services In Other Major Franchises
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.
Spotify: 2019 Q3 Earnings
Spotify Is Rolling Out New Features To Their Marketplace That Enhances Artists’ Abilities To Reach Fans
T-Mobile: 2019 Q3 Earnings
T-Mobile Is Facing New Regulatory Hurdles At The State Level To Complete Their Merger With Sprint
Google: 2019 Q3 Earnings
Google Is Evolving From A Company That Helps People Find Answers To One That Helps Get Things Done
AT&T: 2019 Q3 Earnings
AT&T Is Reorganizing Their Video Business Around 2 Main Platforms, HBO MAX And AT&T TV
Weekly Newsletter 10.25.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Verizon: 2019 Q3 Earnings
Verizon Has Partnered With Disney+ To Help Push More Of Their Wireless Subscribers Into Unlimited Plans
Charter: 2019 Q3 Earnings
Charter Is Starting To See The Impact Of Their Integration Efforts Through Customer Relationship Growth
Twitter: 2019 Q3 Earnings
Twitter Recently Experienced Tech Issues That Limited Their Utilization Of User Data For Ad Targeting
Comcast: 2019 Q3 Earnings
Comcast Is Adding Services That Enhance The Broadband Only Relationship And Increase Lifetime Value
Chart of the Week 10.23.19
Several New OTT Services Are Partnering With Mobile Distributors To Quickly Gain Subscribers
Snapchat: 2019 Q3 Earnings
After Stabilizing The Product, The Focus Is On Improving Monetization By Growing Advertiser Demand
Weekly Newsletter 10.18.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Netflix: 2019 Q3 Earnings
Netflix Is Accelerating Their Investments In Local Language Content As Domestic Competition Heats Up
Chart of the Week 10.16.19
Netflix Investors Have Shown Concern Ahead Of DTC Product Launches From Key Competitors
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 10.09.19
The US Box Office Is Unlikely To Set A New Record This Year, But Could Still Surpass 2016 Figures
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 10.02.19
PUBG Mobile Revenue Has Surged Past $1 Billion After Releasing A Modified Version In China
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 09.25.19
After Surpassing Broadcast Networks Last Year, Netflix Has Now Equaled Cable TV For Emmys
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 09.18.19
Streaming Platforms Are Aggressively Competing For Exclusive Rights To Popular Library Content
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 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 09.11.19
Apple Has Reduced The Price Of Their Latest Entry Level iPhone In Order To Boost Sales
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 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 09.04.19
The Convenience of Mobile Apps Has Facilitated The Adoption Of Sports Betting In New Jersey
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 08.28.19
The International 2019 Has Set A New Record For The Largest Esports Tournament Prize Pool
Weekly Newsletter 08.23.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
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 08.21.19
With Its Acquisition Pending, 20th Century Fox Films Have Vastly Underperformed This Year
iQIYI: 2019 Q2 Earnings
iQIYI Remains Focused On Premium Original Content And IP That Can Be Developed Into Multiple Formats
Weekly Newsletter 08.16.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Tencent: 2019 Q2 Earnings
Tencent Is Leveraging Their Gaming Expertise To Expand Into New Genres And Reach New Audiences
Chart of the Week 08.14.19
There Has Been A Wave Of Consolidation Across The Media Industry Over The Last Few Years
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 08.09.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Viacom: 2019 Q2 Earnings
Viacom Has Rectified A Lot Of Their Recent Declines As They Prepare To Enter A New Phase Of Growth
Lionsgate: 2019 Q2 Earnings
Lionsgate Is Working With Various Partners To Aggressively Expand Their OTT Platform Across The World
CBS: 2019 Q2 Earnings
CBS Is Ramping Up Content Investments As They Supply Programs For Their Own Platforms And Others
AMC Entertainment: 2019 Q2 Earnings
AMC Entertainment Is Developing New Digital Focused Features That Improve The Customer Experience
Activision: 2019 Q2 Earnings
Activision Has Restructured Their Business To Accelerate The Delivery Of Content For Their Marquee Titles
Roku: 2019 Q2 Earnings
Roku Has An Established Audience, Making Them An Attractive Distribution Partner For New DTC Products
New York Times: 2019 Q2 Earnings
The New York Times Is Investing Heavily In Their Content And Product To Drive Subscriber Acquisitions
NetEase: 2019 Q2 Earnings
NetEase Is Collaborating With Well Established IP Owners To Expand Their Presence Outside Of China
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 08.07.19
In Q2, DirecTV Lost More Linear Subscribers Than The Other Five Major MVPDs Combined
Disney: 2019 Q2 Earnings
Disney Is Negotiating Distribution Deals To Ensure They Can Gain Scale Quickly With Their Disney+ Service
Discovery: 2019 Q2 Earnings
Discovery Is Creating New Leadership Teams With Expertise In Technology And Subscriber Acquisition
Take-Two: 2019 Q2 Earnings
Take Two Has Open World Titles That Are Perfectly Suited For The Growth Of Post Launch Content
Cinemark: 2019 Q2 Earnings
Cinemark Is Starting To Roll Out Variations Of Their Movie Club Subscription In Latin American Markets
Weekly Newsletter 08.02.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Zynga: 2019 Q2 Earnings
Zynga Is Slowly Expanding Their Footprint Into Asia, But Are Taking A Very Cautious Approach
AMC Networks: 2019 Q2 Earnings
AMC Networks Is Concentrating On Growing The Subscriber Base Across Their Suite Of SVOD Services
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 07.31.19
T-Mobile Is Merging With Sprint To Become A Scaled Competitor In The Race To Build 5G Services
Spotify: 2019 Q2 Earnings
Spotify Renewed Licensing Agreements With 2 Major Labels As It Builds Out Their Marketplace Strategy
SiriusXM: 2019 Q2 Earnings
SiriusXM Is Partnering With Popular Artists To Provide Exclusive, Differentiated Content For Their Platform
IMAX: 2019 Q2 Earnings
IMAX Is Benefiting From The Major Studios’ Aggressive Push Into Action Adventure Franchise Films
EA: 2019 Q2 Earnings
EA Has Been An Early Pioneer In Subscription Services And Recently Launched EA Access On PlayStation 4
DISH Network: 2019 Q2 Earnings
DISH Network Is Acquiring Key Assets From Sprint To Jumpstart Their Path To A Wireless Provider
Twitter: 2019 Q2 Earnings
Twitter Is Developing New Features That Make It Easier For Users To Find Events And Topics Of Interest
Charter: 2019 Q2 Earnings
Charter Is Ramping Up Their Sales Channels For Mobile Service To Grow Total Customer Relationships
Weekly Newsletter 07.26.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
WWE: 2019 Q2 Earnings
WWE Has Struggled To Maintain Positive Momentum After Signing Their New Domestic Media Rights Deals
T-Mobile: 2019 Q2 Earnings
T-Mobile Is Close To Finalizing Their Merger With Sprint After Entering A Consent Decree With The DOJ
Live Nation: 2019 Q2 Earnings
Live Nation Has Made Another Significant Acquisition To Accelerate Their Growth In Latin America
Google: 2019 Q2 Earnings
Google Is Gradually Moving Towards Transactional Products To Maintain The User Relationship Past Search
Comcast: 2019 Q2 Earnings
Comcast Is Leveraging Its Scaled Distribution To Capitalize On The Rapid Changes In The Video Ecosystem
Facebook: 2019 Q2 Earnings
Facebook Paid A $5B Fine To The FTC As They Continue Making Major Changes To Their Business
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 07.24.19
Facebook Gaming Has Seen Early Progress After Relaunching As A Tab Within Their Main App
Snapchat: 2019 Q2 Earnings
Snapchat Added 13M Active Users As Recent Improvements To The Application Have Begun To Pay Off
Weekly Newsletter 07.19.19
Weekly articles that highlight recent trends, key announcements, and emerging themes across the sports, media, and entertainment industries.
Ubisoft: 2019 Q2 Earnings
Ubisoft Is Beginning To Release New Post Launch Content And Updates On A Much More Frequent Basis
Netflix: 2019 Q2 Earnings
Netflix Experienced A Quarterly Decline In Total Domestic Streaming Subscribers For The First Time
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 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 07.10.19
OTT Services Are Gaining Importance, But Linear TV Remains The Dominant Viewing Medium
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 07.03.19
Audio Streaming Growth Has Slowed As It Has Become The Primary Form Of Music Consumption
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 06.19.19
Mobile Games Have Been The Catalyst Behind The Rapid Growth Of The Global Gaming Industry
Chart of the Week 06.12.19
On The Strength Of Mobile, China Will Maintain Its Position As The Largest Video Game Market
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 06.05.19
Apple Is Finally Shutting Down iTunes As Downloads Have Been Replaced By Music Streaming
Chart of the Week 05.29.19
After A Successful Launch, Apex Legends Has Seen A Sharp Decline In Viewership And Revenue
Lionsgate: 2019 Q1 Earnings
Lionsgate Is Starting To Aggressively Roll Out Its Direct-To-Consumer Starz Platform Across The World
Chart of the Week 05.22.19
Game of Thrones Has Become A Key Franchise, Setting HBO Ratings Records In Its Series Finale
Ubisoft: 2019 Q1 Earnings
Ubisoft Is Transforming Their Portfolio Of Titles To Place A Bigger Emphasis On Player Engagement
Tencent: 2019 Q1 Earnings
Tencent Has Built A Loyal User Base And Is Expanding Their Ways Of Monetization Inside Their Ecosystem
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 05.15.19
Hulu Has Accelerated Subscriber Growth Over The Last Few Years Through Promotional Offerings
NetEase: 2019 Q1 Earnings
NetEase Is Exploring Different Ways To Capitalize On The Recent Focus On Cross Platform Gaming
MoffettNathanson 2019 TMT Conference
Interviews with Senior Executives at AMC Networks, AT&T, CBS, Charter, Cinemark, Discovery, Disney, FOX, Viacom
Take-Two: 2019 Q1 Earnings
Take Two Is Preparing Red Dead To Follow In The Footsteps Of GTA As Their Next Everlasting Franchise
Viacom: 2019 Q1 Earnings
Viacom Is Quickly Leveraging Pluto’s Platform To Enhance Multiple Components Of Their Legacy Business
AMC Entertainment: 2019 Q1 Earnings
AMC Entertainment Is Utilizing Their Digital Platforms To Deepen The Relationship With Customers
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.
Roku: 2019 Q1 Earnings
Roku Is Building Partnerships With Content Owners That Are Looking To Reach The Cord-Cutting Audience
New York Times: 2019 Q1 Earnings
The New York Times Is Building Out A Suite Of Subscription Products That Complement Their News Offering
Disney: 2019 Q1 Earnings
Disney Is Working On Getting More Library Content To Bolster Their DTC Platform Launching This Fall
Chart of the Week 05.08.19
Cord-Cutting Has Been Driven By Satellite Operators Without The Ability To Bundle Broadband
Sprint: 2019 Q1 Earnings
Sprint Is Reliant Upon The Merger With T-Mobile In Order To Compete With The 2 Biggest Wireless Carriers
EA: 2019 Q1 Earnings
EA Is Extending Their Subscription To Additional Platforms As They Look To Bring In New Gamers
Cinemark: 2019 Q1 Earnings
Cinemark Is Upgrading Their Free Loyalty Program To Act As A Better Funnel For Movie Club Subscriptions
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.
DISH Network: 2019 Q1 Earnings
DISH Network Has Been In Standoff Negotiations With AT&T In The Fight For Satellite Customers
Live Nation: 2019 Q1 Earnings
Live Nation Is Working Closely With Artists On Dynamic Pricing Initiatives To Reduce The Secondary Market
Discovery: 2019 Q1 Earnings
Discovery Is Partnering With BBC To Create Their First Non-Sports “Above The Globe” OTT Service
CBS: 2019 Q1 Earnings
CBS Is Starting To Expand All-Access Across The World, Starting With English Speaking Countries
Altice USA: 2019 Q1 Earnings
Altice USA’s Acquisition Of Cheddar Signals Their Intent On Building A National Ad Footprint Through News
Activision: 2019 Q1 Earnings
Activision Is Expanding Their City Based Esports League Model To Their Other Popular Franchises
Zynga: 2019 Q1 Earnings
Zynga Is Using The Recurring Revenue Streams From Live Services To Invest In New Title Development
AMC Networks: 2019 Q1 Earnings
AMC Networks Is Slowly Increasing Production To Better Serve Their Portfolio Of DTC Products
Chart of the Week 05.01.19
Twitch Viewership Has Grown 35% In The Past Year, Driven By The Rise Of Long-Tail Content
Charter: 2019 Q1 Earnings
Charter Is Concentrating On Using Their New Pricing And Products To Drive Customer Acquisitions
Google: 2019 Q1 Earnings
Google Is Making Bigger Strides Into The Hardware Business In Order To Better Control Their Software
Spotify: 2019 Q1 Earnings
Spotify Is Looking To Replicate Their Marketplace Strategy With Their Expanding Podcast Content
IMAX: 2019 Q1 Earnings
IMAX Is Working Closely With Creative Talent To Help Enhance Blockbuster Content From The Onset
T-Mobile: 2019 Q1 Earnings
T-Mobile Has Finally Launched Their Video Product As They Look To Disrupt The Cable Industry
Comcast: 2019 Q1 Earnings
Comcast Is Taking Steps To Integrate Sky Into Both Content And Advertising Assets To Quickly Gain Scale
WWE: 2019 Q1 Earnings
WWE Experienced A Sudden Drop In Overall Engagement, Leading To Concerns About Long Term Prospects
SiriusXM: 2019 Q1 Earnings
SiriusXM Is Swiftly Taking Steps To Integrate And Cross Promote Pandora Within Their Service
Facebook: 2019 Q1 Earnings
Facebook Is Redesigning Its Product To Encourage More Private Communication Between Users
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 04.24.19
Avengers: Endgame Has A Chance To Reach A $1 Billion Box Office In Just Its Opening Weekend
Twitter: 2019 Q1 Earnings
Twitter Is Increasingly Utilizing AI Across Their Systems To Proactively Combat Malicious User Behavior
Snapchat: 2019 Q1 Earnings
Snapchat Has Launched A Gaming Platform To Increase Engagement Amongst Their Core User Base
Verizon: 2019 Q1 Earnings
Verizon Is Concentrating On Its Network Quality As It Builds Out A Strategy Around Its Distribution
Netflix: 2019 Q1 Earnings
Netflix Is Unconcerned About New DTC Entrants As They Raise Prices To Fund Their Next Wave Of Content
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 04.17.19
YouTube Is The Leader In Mobile Consumption, Highlighting The Appeal Of Short-Form Content
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 04.10.19
There Is A Rapidly Growing Selection Of SVOD Platforms With A Variety Of Different Features
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 03.27.19
The Growth Of SVOD Has Shifted It From A Complementary Option To A Substitute For Pay TV
Chart of the Week 03.20.19
Smartphones Have Replaced Television As The Primary Media Device For Millennial Audiences
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 03.06.19
Consumers Have Quickly Shown A Willingness To Pay For On-Demand Access To A Music Library
Live Nation: 2018 Q4 Earnings
Live Nation Is Creating A Digital Ticketing Ecosystem That Drives Value To Other Parts Of The Business
AMC Networks: 2018 Q4 Earnings
AMC Networks Will Generate $100M In Revenue From Their Portfolio Of DTC Products In 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 02.27.19
With Established Leagues In Place, Esports Revenues Are Projected To Exceed $1 Billion In 2019
AMC Entertainment: 2018 Q4 Earnings
AMC Entertainment Is Focusing Their Digital Marketing Around The Customer Data From Loyalty Programs
IMAX: 2018 Q4 Earnings
IMAX Is Implementing New Screen Technology To Further Differentiate Their Movie Going Experience
Discovery: 2018 Q4 Earnings
Discovery Has Added Cycling To Their Portfolio Of Niche Sports Rights That They Own On A Global Basis
Cinemark: 2018 Q4 Earnings
Cinemark Is Taking A Conservative Approach To Pricing In Order To Drive Attendance And Overall Box Office
Roku: 2018 Q4 Earnings
Roku Is Concentrating On Their Software Platform To Become The Leading Partner For OTT Advertising
iQIYI: 2018 Q4 Earnings
iQIYI Is Increasing Its Spending On Original Premium Content To Avoid Heavily Relying On Licensed Shows
Verizon Investor Day
A summary of Verizon’s Investor Day, including major talking points and key data from management presentations.
Chart of the Week 02.20.19
Over The Last 3 Years, Pay TV Providers Have Seen Customers Cut The Cord At Varying Speeds
CBS: 2018 Q4 Earnings
CBS Is Ramping Up Their Content Production To Meet The Demands Of Their Growing DTC Subscriber Base
DISH Network: 2018 Q4 Earnings
DISH Network Has Been Unable To Resolve Their Carriage Disputes With AT&T And Univision
Chart of the Week 02.13.19
Advertising Can Subsidize Costs For Consumers Making It Easier To Acquire Large Audiences
Activision: 2018 Q4 Earnings
Activision Is Reorganizing Their Business To Allocate More Resources Towards Their Biggest Franchises
WWE: 2018 Q4 Earnings
WWE Is Starting To Transform From A Domestic Company Into A Global Entertainment Business
Twitter: 2018 Q4 Earnings
Twitter Is Building A Platform That Will Stimulate Conversations Around Events, Interests, And Topics
T-Mobile: 2018 Q4 Earnings
T-Mobile Is Making Final Adjustments To Their Home TV Product Before Launching It Next Quarter
Lionsgate: 2018 Q4 Earnings
Lionsgate Is Focusing On Integrating Its Library Content With Production Capabilities Into One Platform
Zynga: 2018 Q4 Earnings
Zynga Is Focusing On In-Game Content In Order To Grow Their Portfolio Of Marquee Franchises
Take-Two: 2018 Q4 Earnings
Take Two Is Rolling Out An Online Mode To Capitalize On The Popularity Of Red Dead Redemption 2
Spotify: 2018 Q4 Earnings
Spotify Has Made 2 Acquisitions As Part Of An Aggressive M&A Strategy Around Non-Music Content
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 02.06.19
Despite Declining Viewership, Super Bowl Broadcasts Exemplify The Potential Reach Of Linear TV
Viacom: 2018 Q4 Earnings
Viacom Has Acquired Pluto TV As Their First Major Move To Compete In The Direct-To-Consumer Space
Snapchat: 2018 Q4 Earnings
Snapchat Is Continuing To Add New Product Features, But Is Struggling To Add New Users
EA: 2018 Q4 Earnings
EA Is Making Adjustments In Their Strategy After The Poor Performance From Battlefield V
Disney: 2018 Q4 Earnings
Disney Has Realigned Their Organization To Properly Support Their Biggest Priority: Direct To Consumer
Google: 2018 Q4 Earnings
Google Is Making Significant Investments In Machine Learning To Add Value Across Their Businesses
Madison Square Garden: 2018 Q4 Earnings
Madison Square Garden Company Is Working On A Spin Off That Will Separate Its 2 Core Businesses
Sprint: 2018 Q4 Earnings
Sprint’s Pending Merger With T-Mobile Is Having Subtle Impacts On The Current Growth Of The Business
Charter: 2018 Q4 Earnings
Charter Is Starting To Replace Wireline Voice With Their New Mobile Product In Triple Play Bundles
SiriusXM: 2018 Q4 Earnings
SiriusXM’s Merger With Pandora Has Closed And They Will Begin To Create An Integrated Audio Offering
Facebook: 2018 Q4 Earnings
Facebook Faced A Lot Of Scrutiny In 2018, But Users Have Been Reluctant To Disconnect From The Platform
AT&T: 2018 Q4 Earnings
AT&T Is Focusing On Developing A High Quality Customer Base Across All Business Lines
Chart of the Week 01.30.19
Apple Music Has 50M Global Subscribers, But Is Losing Ground To The Market Leader, Spotify
Verizon: 2018 Q4 Earnings
Verizon Is Reorganizing Its Business To Efficiently Provide Customers A Range Of Connectivity Services
Apple: 2018 Q4 Earnings
Apple Is Placing A Bigger Emphasis On Their Services As Product Growth Starts To Decline
Comcast: 2018 Q4 Earnings
Comcast Will Launch An AVOD Service In 2020 That Will Be Complementary To The Current Businesses
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
Netflix: 2018 Q4 Earnings
Netflix Has Raised Prices To Help Accelerate Their Next Cycle Of Investment Into Original Content
Chart of the Week 01.16.19
Netflix Has Raised Prices, But Remains An Affordable Content Option Compared To The Bundle
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.
Citi 2019 TMT Conference
Interviews with Senior Executives at AMC Entertainment, AT&T, Discovery, SiriusXM, T-Mobile, Verizon, Viacom, WWE
Chart of the Week 01.09.19
Subscription Streaming Services Now Account For Over 50% Of Home Entertainment Spending
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
AT&T Investor Day
A summary of AT&T’s Investor Day, including major talking points and key data from management presentations.
Viacom: 2018 Q3 Earnings
Viacom Is Ramping Up Production To Become A Preeminent Global Supplier Of Multi-Platform Content
Morgan Stanley 2018 TMT Conference
Interviews with Senior Executives at Altice USA, AT&T, Discovery, T-Mobile, Verizon
Lionsgate: 2018 Q3 Earnings
Lions Gate Is Building Their Business Around The Rapidly Expanding Starz OTT Platform
Disney: 2018 Q3 Earnings
Disney Is Taking A Cautious Approach As They Build Up The Library For Their Streaming Platforms
Discovery: 2018 Q3 Earnings
Discovery Holds Long-Term Sports Rights Across The World That Can Be Monetized In Different Ways
AMC Entertainment: 2018 Q3 Earnings
AMC Entertainment Is Already Beginning To Introduce Price Increases For Their A-List Subscription
Activision: 2018 Q3 Earnings
Activision Can Use The Early Success Of Black Ops 4 To Build Interest In Their Call Of Duty Esports League
Take-Two: 2018 Q3 Earnings
Take-Two Looks To Have Another Blockbuster Title With The Recent Release Of Red Dead Redemption 2
Roku: 2018 Q3 Earnings
Roku Is Capitalizing On The Slow But Steady Shift Of Ad Dollars From TV To Streaming Platforms
DISH Network: 2018 Q3 Earnings
DISH Network Is Having Difficulties Reaching Carriage Agreements With Critical Content Owners
Altice USA: 2018 Q3 Earnings
Altice USA Is Taking A Different Approach To Their MVNO Strategy Than Other Cable Companies
MSG Networks: 2018 Q3 Earnings
MSG Networks Is Leveraging Digital Media Brands To Develop Content Around Their Live Games
Cinemark: 2018 Q3 Earnings
Cinemark Is Benefiting From The Resurgent Box Office As They Grow Their Subscription Offering
Spotify: 2018 Q3 Earnings
Spotify Continues To Launch New Products To Better Serve Artists As They Build Out Their Marketplace
Live Nation: 2018 Q3 Earnings
Live Nation Is Leading The Transition To Digital Ticketing To Further Monetize Their Massive Audience
CBS: 2018 Q3 Earnings
CBS Is Growing Their Collection Of Genre-Based OTT Products To Capture Subscribers Across Platforms
AMC Networks: 2018 Q3 Earnings
AMC Networks Is Building Out A Suite Of Niche DTC Services Similar To Their Cable Networks
Sprint: 2018 Q3 Earnings
Sprint Is Seeing Early Progress After Adjusting Their Strategy To Better Compete With The Larger Carriers
iQIYI: 2018 Q3 Earnings
iQIYI Benefits From A Diversified Business Model That Improves Monetization As It Scales
Ubisoft: 2018 Q3 Earnings
Ubisoft Is Concentrating On Improving Player Engagement And In-Game Monetization
T-Mobile: 2018 Q3 Earnings
T-Mobile Is Laying The Foundation For Their 5G Strategy That Incorporates Sprint’s Capabilities
Facebook: 2018 Q3 Earnings
Facebook Is Beginning To Embrace Stories As The Primary Medium For Users To Engage With The Platform
EA: 2018 Q3 Earnings
EA Is Looking To Partner With Smaller Publishers To Build Out The Library For Their Subscription Service
Charter: 2018 Q3 Earnings
Charter Is Nearing The End Of Its Integration And Rolling Out An Aggressive Customer Acquisition Plan
WWE: 2018 Q3 Earnings
WWE Is Focusing On Their International Strategy After Recently Securing New Distribution Deals In The U.S.
Twitter: 2018 Q3 Earnings
Twitter Is Placing An Emphasis On Improving The Health Of The Platform To Support Long-Term Success
Snapchat: 2018 Q3 Earnings
Snapchat Is Heavily Investing In Premium Video Content That Is Created Specifically For Mobile Devices
IMAX: 2018 Q3 Earnings
IMAX Is Benefitting From The Major Studios Increasingly Focusing On Tentpole Franchises
Google: 2018 Q3 Earnings
Google Is Developing More Hardware Products To Build Out An Ecosystem For Android Users
Comcast: 2018 Q3 Earnings
Comcast Is Concentrating On Its Broadband Business As The Foundation To The Connected Home
SiriusXM: 2018 Q3 Earnings
SiriusXM’s Pending Acquisition Of Pandora Allows Them To Capture More Of The Expanding Audio Market
AT&T: 2018 Q3 Earnings
AT&T Is Beginning To Integrate The Warner Media Assets To Deepen Their Relationship With Subscribers
Verizon: 2018 Q3 Earnings
Verizon Has Taken The First Step Towards 5G With Their Rollout Of Wireless Broadband Earlier This Month
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.
Netflix: 2018 Q3 Earnings
Netflix Added 7M New Subscribers This Quarter, With Strong Growth Broadly Across The World
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
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
Viacom: 2018 Q2 Earnings
Viacom Is Evolving Into A Multi-Platform Company To Take Full Advantage Of Their Strong Brands And IP
Lionsgate: 2018 Q2 Earnings
Lionsgate’s Flexibility To Sell A Variety Of Content Across Multiple Platforms Makes Them An Ideal Partner
Roku: 2018 Q2 Earnings
Roku Is Increasing Their Focus On Becoming An OTT Aggregator Of Ad-Supported Content
Cinemark: 2018 Q2 Earnings
Cinemark’s Rollover Feature Has Been A Key Benefit For The First Wave Of Movie Club Subscribers
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
Snapchat: 2018 Q2 Earnings
Snap Continues To Face Challenges As They Pivot From A Social Network To A Content Platform
Disney: 2018 Q2 Earnings
After Winning The Bidding War For Fox, Disney Can Turn Its Attention To Their DTC Streaming Services
Discovery: 2018 Q2 Earnings
Discovery Is Accelerating Its Shift Towards Becoming A Global Platform For Direct-To-Consumer Media
DISH Network: 2018 Q2 Earnings
DISH Network Is In The Middle Of Their Transition From A TV Provider To A 5G Wireless Provider
Take-Two: 2018 Q2 Earnings
Take Two Has Set The Industry Standard For Online Gameplay And Engagement With The GTA Franchise
CBS: 2018 Q2 Earnings
CBS Is Taking Full Advantage Of All The Ways To Monetize Content Through New Forms Of Distribution
AMC Networks: 2018 Q2 Earnings
AMC Networks Has Made Recent Acquisitions To Accelerate Their Direct-To-Consumer Presence
Altice USA: 2018 Q2 Earnings
Altice USA Is Replicating Its Parent Company’s Strategy And Evolving Into A Fixed Wireless Business
Activision: 2018 Q2 Earnings
Activision Can Use The Success Of The Overwatch League Model To Develop New Esports Opportunities
T-Mobile: 2018 Q2 Earnings
T-Mobile Is Planning To Launch A Video Product That Will Compete More Directly With Cable Companies
Sprint: 2018 Q2 Earnings
After Using Aggressive Discounts To Attract Customers, Sprint Is Looking To Improve Monetization
AMC Entertainment: 2018 Q2 Earnings
Despite The High Price, AMC Entertainment Is Seeing Positive Signs From Their Subscription Offering
Pandora: 2018 Q2 Earnings
Acquisition Of AdsWizz Gives Pandora The Platform To Be At The Center Of The Audio Advertising Market
iQIYI: 2018 Q2 Earnings
iQIYI Is Investing Heavily Into Premium Original Content In Order To Grow Their Subscriber Base
Apple: 2018 Q2 Earnings
Apple Is Quietly Working On A Video Offering, But Is Keeping The Details Close To The Chest
Charter: 2018 Q2 Earnings
Charter’s New Mobile Offering Provides Another Opportunity To Bundle Services And Reduce Churn
Twitter: 2018 Q2 Earnings
Twitter Is Concentrating On Events To Organize Conversations And Improve Engagement
WWE: 2018 Q2 Earnings
WWE Recently Secured A Significant Increase On Their Domestic Media Rights For Raw And Smackdown
Spotify: 2018 Q2 Earnings
Spotify Is Evolving From A Streaming Platform To A Service Provider For Artists And Labels
Live Nation: 2018 Q2 Earnings
The Adoption Of Digital Ticketing Gives Them Insights Into The Millions Of Fans Attending Their Events
EA: 2018 Q2 Earnings
EA Is Preparing For The Combination Of Streaming And Subscriptions To Enter The Gaming Industry
Comcast: 2018 Q2 Earnings
After Withdrawing Their Fox Bid, Comcast Will Focus All Of Its Attention On The Potential Sky Transaction
Facebook: 2018 Q2 Earnings
New GDPR Regulations Giving Users More Control Over Data Privacy Is Already Impacting Advertising Yields
Verizon: 2018 Q2 Earnings
Verizon Is Focusing On Extending Their Network Quality Leadership To 5G Technologies
AT&T: 2018 Q2 Earnings
The Acquisition Of TimeWarner Transforms AT&T Into A Modern, Vertically Integrated Media Company
Google: 2018 Q2 Earnings
Google Will Need To Make Swift Decisions In Order To Comply With New EU Regulations Within 90 Days
Netflix: 2018 Q2 Earnings
Netflix Added 5.2M Subscribers In Q2, Which Was 1M Short Of Their Internal Forecast
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.
Lionsgate: 2018 Q1 Earnings
Lionsgate Is Partnering With Both Emerging OTT Platforms And Linear MVPDs For International Distribution
Take-Two: 2018 Q1 Earnings
Take Two Has Developed A Cautious Approach To Growing The NBA 2K League And Its Esports Business
AMC Networks: 2018 Q1 Earnings
AMC Networks Is Transitioning From A Cable Channel Company To A Diversified Global Content Company
Roku: 2018 Q1 Earnings
Roku Is Transforming From A Hardware Company To An OTT Software Ecosystem
Cinemark: 2018 Q1 Earnings
Through Its Subscription Plan, Cinemark Can Know Their Audience Better And Improve Consumer Loyalty
Altice USA: 2018 Q1 Earnings
Altice USA Is Building Their Business Around Broadband With A Focus On Fixed Line Convergence
21st Century Fox: 2018 Q1 Earnings
The Emphasis On Premium Sports Content Will Command Higher Rates, Even On Skinny Bundles
EA: 2018 Q1 Earnings
EA Has Embraced The Shift To Digital And Is Looking To Change The Way People Access Video Games
Disney: 2018 Q1 Earnings
Disney Is Taking The First Steps In Transitioning To A Multi-Dimensional Direct To Consumer Platform
DISH Network: 2018 Q1 Earnings
Without A Legacy Cellular Network , DISH Network Has A Clean Slate To Build Their 5G Network
Discovery: 2018 Q1 Earnings
After Completing The Acquisition Of Scripps, Discovery Is The Clear Leader In Unscripted Content
AMC Entertainment 2018 Q1 Earnings
Reinvestment Into Their Newly Acquired Theaters Is The Core Strategy To Expanding Market Share
WWE: 2018 Q1 Earnings
WWE Has Embraced All Forms Of Distribution To Becomes A Multi-Platform Media Company
Pandora: 2018 Q1 Earnings
Pandora Is Improving Its Ad-Tech To Gain Early Advantages In The Digital Audio Ad Market
Live Nation: 2018 Q1 Earnings
Live Nation Is Benefitting From A Growing Global Concerts Industry With Increasing Supply And Demand
CBS: 2018 Q1 Earnings
CBS Continues To Grow Its Subscriber Base Outside Of The Traditional Linear Ecosystem
Activision: 2018 Q1 Earnings
The Early Success Of The Overwatch League Has Validated The Potential Of Esports
Snapchat: 2018 Q1 Earnings
Snapchat Is Redesigning The App To Be A Communication Service And Content Platform
Charter: 2018 Q1 Earnings
Charter Is Entering The Wireless Market In Order To Expand Their Connectivity Offerings
Amazon: 2018 Q1 Earnings
Amazon Is Quickly Building Its Advertising Business To Further Monetize Its Customer Base
Viacom: 2018 Q1 Earnings
Viacom Is Continuing To Take Steps To Become Less Dependent On The Linear Ecosystem
Twitter: 2018 Q1 Earnings
Twitter Is Utilizing Live Video Content To Deepen Engagement On The Platform
Facebook: 2018 Q1 Earnings
Cambridge Analytica Scandal Has Cast A Shadow Over The Use Of Consumer Data To Improve The Platform
Comcast: 2018 Q1 Earnings
Comcast’s Formal Bid For Sky Highlights Legacy Media’s Need For Scale And An International Presence
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
Verizon: 2018 Q1 Earnings
Verizon’s Oath Platform Has Massive Scale, But Lacks The Consumer Engagement That Attracts Advertisers
Google: 2018 Q1 Earnings
Google Is Deepening Their Relationship With Publishers In Order To Continue Growth In Mobile Search
Netflix: 2018 Q1 Earnings
Netflix Continues To Grow Its Audience And Now Has 125 Million Subscribers Across The World
AMC Networks: 2017 Q4 Earnings
Just Like 2017, AMC Networks Will Spend About $1 Billion On Programming In 2018
AMC Entertainment: 2017 Q4 Earnings
AMC Entertainment Continues To Be Vehemently Against Any Sort Of PVOD Window
Spotify: IPO Summary
A closer look at Spotify's financial following their registration with SEC for public listing.
iQIYI: IPO Summary
A closer look at iQIYI's financials following their registration with SEC for public listing.
Live Nation: 2017 Q4 Earnings
Live Nation’s Flywheel Strategy Around Concerts Highlights The Increasing Power Of Live Entertainment
IMAX: 2017 Q4 Earnings
By Slowly Moving Away From 3D, IMAX Can Benefit From The Increasing Reliance On Tentpole Films
Discovery: 2017 Q4 Earnings
DOJ Has Cleared The Acquisition Of Scripps Networks And The Merger Will Close Within 2 Weeks
Altice USA: 2017 Q4 Earnings
Altice USA’s Spin-Off From Its Parent Company Will Provide More Clarity To Its Strategy
Cinemark: 2017 Q4 Earnings
The Introduction Of Movie Club Creates Recurring Revenues Independent Of Box Office Performance
Pandora: 2017 Q4 Earnings
Pandora Is Adding Interactive Features In Order To Maintain Their Listener Base
DISH Network: 2017 Q4 Earnings
DISH Network Is Balancing 3 Businesses At Different Stages Of Their Growth Cycle
CBS: 2017 Q4 Earnings
CBS Is Leveraging Skinny Bundles To Help Drive Subscribers To Its OTT Products
Viacom: 2017 Q4 Earnings
Viacom Wants To Distribute Its Flagship Brands Across As Many Different Mediums As Possible
Twitter: 2017 Q4 Earnings
Twitter Wants To Be The Primary Source To Answer The Question: What’s Happening Now?
T-Mobile: 2017 Q4 Earnings
The Acquisition Of Layer3 Brings Another Dimension To Its Mobile Video Strategy
Activision: 2017 Q4 Earnings
The Early Success Of The Overwatch League Highlights The Mainstream Potential Of Esports
Lionsgate: 2017 Q4 Earnings
Lionsgate Is An Attractive Asset To The Big Media Companies As They Look To Scale
Take-Two: 2017 Q4 Earnings
Take-Two Is Looking To Independent Developers For New IP That Can Become Long-Term Franchises
21st Century Fox: 2017 Q4 Earnings
The Thursday Night NFL Deal Is The First Step In Building Out The “New Fox” Business
Snapchat: 2017 Q4 Earnings
Snapchat Is Evolving From A Communication Tool To A Content Distributor
Disney: 2017 Q4 Earnings
The Upcoming Launch Of ESPN Plus Will Look To Capitalize On The Passion Of Niche Sports Fans
Sprint: 2017 Q4 Earnings
Sprint Has Embraced A Slightly Different Business Strategy Compared To Other Wireless Carriers
Charter: 2017 Q4 Earnings
Charter Is Looking For New Ways To Attract And Retain Video Subscribers
Google: 2017 Q4 Earnings
Google’s Revenues Grew 23% In 2017 On The Strength Of Its Mobile Advertising Capabilities
Amazon: 2017 Q4 Earnings
Amazon Can Leverage Their Leadership Position In E-Commerce To Build Out An Advertising Platform
Facebook: 2017 Q4 Earnings
Facebook Has Started To Make Major Changes To Its News Feed To Encourage Social Interactions
AT&T: 2017 Q4 Earnings
AT&T Remains Focused On Bundling Products To Reduce Churn And Improve Margins
EA: 2017 Q4 Earnings
The Controversy Around Battlefront II Hurt Sales, But Its Live Service Revenue Exceeded Expectations
Comcast: 2017 Q4 Earnings
Comcast Continues To Focus Their Strategy Around Bundling
Verizon: 2017 Q4 Earnings
Verizon Is Beginning To Build Out Its Oath Platforms Through Live Sports Streaming Deals
Netflix: 2017 Q4 Earnings
Netflix Added 8.3 Million Streaming Subscribers In Q4 2017
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.
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.
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.
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.
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.
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.
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.
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.
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.