Analyst Insights
What Goes Up Sometimes Goes Sideways
Netflix released its Q2 2018 numbers this week, and the results were less than inspiring. The streaming giant added 5.2 million subscribers worldwide...
A Bounty for Binge Watchers
Netflix launched a new app feature yesterday that will assist users to download and view their favorite series offline. When connected to WIFI, the...
The Battle of Disney vs. Comcast for FOX
Last week, Judge Richard Leon ruled that AT&T can go through with its $85.4 billion purchase of Time Warner, without condition. This should be...
Game Over
AT&T emerged victorious from its courtroom battle with the DOJ yesterday, winning a clear decision in support of its $85 billion acquisition of...
Sometimes the Best Move is Not to Play
After much to-ing and fro-ing, Verizon decided late last month not to launch its own vMVPD service. Instead, it appears Verizon will look at...
“Déjà vu All Over Again”
For those that believed that war between Disney and Comcast over the 20th Century Fox assets was settled in the fall of 2017 never learned the lesson...
Inconvenient Truths
TDG attended and keynoted the Pay-TV Show in Denver Colorado last week. Despite the usual shadow boxing by some of the larger players, a few were...
The Importance of United States v. AT&T-Time Warner
In November of 2017, much to the surprise of industry watchers, the United States Department of Justice filed a lawsuit to block the AT&T’s...
The Point of No Return
Tough news out of the legacy pay-TV industry this week, with AT&T (187K), Charter (122K) and Comcast (96K) all reporting significant quarterly...
Artificial Intelligence and Machine Learning:
The NAB Show in Las Vegas included a few panels on how media companies can leverage AI and machine learning in daily operations. For example: At the...