Analyst Insights

Robo-Commentator

May 09, 2017Joel Espelien

Robo-Commentator

ESPN laid off roughly 100 staffers at the end of last month, including many well known on-air TV and radio commentators. Personally, I was surprised...

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In the Long Run

May 02, 2017Joel Espelien

In the Long Run

Lots of earnings announcements this past week, including both Comcast and AT&T. Both companies are busy transforming themselves from network...

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End Game

April 25, 2017Joel Espelien

End Game

A few stories caught our eye last week. First, Sinclair announced plans to acquire the Bonten Media Group (and its 14 local broadcast stations) for...

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A Loss Leader

April 18, 2017Joel Espelien

A Loss Leader

As all of you sophisticated TDG readers know by now, Amazon won this year’s beauty contest with the NFL. Jeff Bezos and company paid $50 million...

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Apple Goes Cherry Picking

April 11, 2017Joel Espelien

Apple Goes Cherry Picking

News this week that Apple is trying (again) to get into the pay-TV business. Nice to see it still wants to be part of our Big-4. Having sworn off...

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Crowded Space

April 04, 2017Joel Espelien

Crowded Space

Bloomberg reported this week that Verizon is prepping its own skinny-bundle broadband pay-tv (BPTV) service for a summertime launch. With the Verizon...

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Live by the Algorithm, Die by the Algorithm

March 28, 2017Joel Espelien

Live by the Algorithm, Die by the Algorithm

YouTube has had a really bad couple of weeks. Large advertisers have been abandoning the platform in droves following reports that the platform runs...

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Getting Their Fix

March 21, 2017Joel Espelien

Getting Their Fix

Great article from The New York Times last week on the latest version of a long-running, government-funded University of Michigan study called...

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Family Ties

March 14, 2017Joel Espelien

Family Ties

Sprint recently announced a new promotion that bundles a free subscription to Sling TV Orange for customers that sign up for four or more unlimited...

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Why Do Bad Apps Happen to Good MVPDs?

March 07, 2017Joel Espelien

Why Do Bad Apps Happen to Good MVPDs?

Every legacy pay-TV (LPTV) service has an app these days. I’m not talking about broadband pay-TV (BPTV) offshoots like DirecTV Now or Sling TV...

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