Get all your news in one place.

100’s of premium titles.
One app.

Get all your news in one place.

100’s of premium titles. One news app.

The Latest Breaking News from Michael Nathanson

Why Is WBD Paying $8.5 Billion For a Physical Studio ... While It's $38 Billion in Debt and AI Production Is Dawning?

Also in this week's 'Next Text,' we break down Kamala Harris' Bigger DNC crowd sizes, and we look at how the Venu Sports guys really messed up

Broadcasting & Cable

Streaming Shake-up, Shakeout Brewing as Program, Economic Factors Shift

Despite increasing viewing numbers, challenges remain

TV Tech

Less Original Content Isn’t Slowing Streaming Penetration: Report

Analyst Michael Nathanson see usage rising and raises estimates for Netflix

Broadcasting & Cable

From analysis to the latest developments in health,
read the most diverse news in one place.

Streaming Became a Mature Business in Q1, Analyst Says

Michael Nathanson points to dips in content, engagement

Multichannel News

Is Netflix's Subscriber Growth Binge Almost Over?

Netflix's account-sharing crackdown has fueled expansion, but the decision to stop reporting quarterly membership data seems to reveal that the good times can't last forever

Broadcasting & Cable

Proxy War Over, Analysts Say Disney Still Has Work To Do

Stock price has risen since CEO Bob Iger launched efforts to fix ailing company

Multichannel News

Wait, vMVPDs Are Real, Profitable Businesses, After All?

Also in this week's 'Next Text,' we examine Opening Day's (outsized?) TV demand, Kim Mulkey's (also outsized) outrage ... and a big moment for women's hoops

Broadcasting & Cable

Read news from The Economist, FT, and more,
with one subscription

Fast-Growing YouTube TV Seen Breaking Even In 2024

vMVPD on pace to become top U.S. pay-TV distributor, analyst Michael Nathanson says

Multichannel News

Analyst Calls 2024 The Year Linear TV Advertising Officially Broke

Michael Nathanson slashes forecasts, sees national ad revenue down 2.6% in 2024 and plummeting 12.3% in 2025

Multichannel News

Roku's Momentum (Once Again) Grinds to a Halt Amid Reports of Walmart Buying Vizio

Roku's stock is down more than 7% heading into Thursday's Q4 earnings call, as analyst Michael Nathanson describes a potential entry into the CTV advertising market by Walmart a very surprising and very direct challenge specifically for Roku

Broadcasting & Cable

Analyst Says Walmart Buying Vizio Could ‘Disrupt’ CTV Market

Vizio stock jumps 25% after 'WSJ' reports sale talks

Broadcasting & Cable

Roku Poaches Publicis Groupe Exec Jay Askinasi to Lead Ad Sales

He'll replace Alison Levin, who left Roku in November to join NBCUniversal

Broadcasting & Cable

Judgment Day Is Coming For Streaming Services Not Named Netflix Or Amazon

Netflix is the only major player making money in subscription streaming services. The rest are trying to find a way to compete. But can they do it?

Investors Business Daily

Top investors explain where Disney stock, finally rising, could go

Disney stock has seen a slight increase since its fourth quarter earnings call on Nov. 8.

The Street

Get all your
news in one place.

100’s of premium titles.
One news app.

Broadcasting & Cable

Roku Works Around the Edges of Live Sports With ‘NFL Draft: The Pick Is In' (Bloom)

NFL documentary, screened for reporters and influencers last week at a Los Angeles, is Roku's latest attempt to infuse the heat of live sports using the Roku Channel's modest budget

The Street

Top Investor Says YouTube Poised for 6x Growth

Big Tech companies have been disrupting a whole bunch of sectors lately. According to this analyst, one specific tech company will keep growing and growing.

Los Angeles Times

'A lot of blood in the water.' Why actors and writers' strikes are a big blow to Hollywood studios

Hollywood top executives figured they could ride out a skirmish with screenwriters reeling from technology's changes to the industry.

Multichannel News

Netflix Likely To Benefit As Rivals Sell Content To Raise Cash: Analyst

Michael Nathanson says acquired programming remains an important share of viewing

Get all your
news in one place.

100’s of premium titles.
One news app.

The Street

One Analyst Has an Answer to Disney's Recent Struggles

The House of Mouse has been hemorrhaging money lately. But an SVB MoffettNathanson co-founder and senior analyst has a possible solution.

Multichannel News

Analyst Urges Disney To Bundle ESPN Rather Than Create a DTC Standalone

Combination would reduce churn, aggregate engagement and produce cost savings, Michael Nathanson says

Multichannel News

In a Rough Advertising Market, Sports May Be Winning Ticket

Analyst Michael Nathanson lowers forecast for 2023, with streaming growing slower than expected

Multichannel News

Analyst Turns Skeptical About Second-Half TV Ad Rebound

Michael Nathanson sees a difficult upfront and a 5% drop in revenue in 2023

The Guardian - UK

Best podcasts of the week: How to die on screen, according to the stars of Halloween to Stranger Things

In this week’s newsletter: Actor Michael Nathanson hears from his peers on what happens when your character meets their end in Playing Dead. Plus: five podcasts adapted for TV

Los Angeles Times

Disney shares jump after Bob Iger returns as CEO

Wall Street says you can go home again, as shares of Walt Disney Co. spiked Monday on the news that Bob Iger is returning as chief executive of the media and entertainment company.

Los Angeles Times

Returning Disney CEO Bob Iger announces plans for sweeping overhaul

LOS ANGELES — Walt Disney Co.'s returning chief executive, Bob Iger, wasted no time putting his stamp on the company, announcing plans for a major overhaul of the Burbank entertainment giant.

1 2

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations

Read news from The Economist, FT, and more,
with one subscription

Topics

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.