Analyst Insights

Inconvenient Truths

May 22, 2018Joel Espelien

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...

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The Importance of United States v. AT&T-Time Warner

May 08, 2018Rob Silvershein

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...

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The Point of No Return

May 01, 2018Joel Espelien

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...

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Artificial Intelligence and Machine Learning:

April 18, 2018Patrick Perez

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...

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Smart Speaker Race About to Get Noisy

April 03, 2018Patrick Perez

Smart Speaker Race About to Get Noisy

The smart speaker race is about to get noisy in the coming months, and with today’s direct listing of Spotify on the NYSE, 2018 could be a...

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Can Storytelling Help Propel Esports to Wider Audiences?

March 27, 2018Patrick Perez

Can Storytelling Help Propel Esports to Wider Audiences?

Rick Fox remembers the story and tells it like it was yesterday. While visiting the offices of Riot Games in West Los Angeles with his son Kyle, he...

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What Are Viewers For?

March 20, 2018Joel Espelien

What Are Viewers For?

Fascinating news out of Amazon this past week courtesy of our friends at Reuters. Internal documents from the Seattle giant reveal that about 26...

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SXSW Offers Clues on Apple’s Original Content Strategy

March 19, 2018Patrick Perez

SXSW Offers Clues on Apple’s Original Content Strategy

At SXSW last week, Apple’s SVP of Internet Software and Services, Eddy Cue, gave a few hints on where Apple is going with its original content...

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The Sky’s the Limit!

March 06, 2018Rob Silvershein

The Sky’s the Limit!

Just when most experts thought that the Disney/FOX deal was about in the books, Comcast re-entered the picture, bidding $31 billion bid to purchase a...

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The Fattening of the Skinny Bundle

February 20, 2018Brad Schlachter

The Fattening of the Skinny Bundle

Live TV streaming services – such as Sling TV, DirecTV Now, YouTube TV – are stepping up to meet the demands of Cord Cutters and Nevers (Cord...

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