Research Library

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Twitter Is Concentrating On Events To Organize Conversations And Improve Engagement

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Snapchat Is Evolving From A Communication Tool To A Content Distributor

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

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

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

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

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

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

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

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

Comcast Continues To Focus Their Strategy Around Bundling

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

Netflix Added 8.3 Million Streaming Subscribers In Q4 2017

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.

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.

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.

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

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.

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.

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.

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.

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.