Analyst Insights
Reading the Tea Leaves from Facebook’s Q2 2019 Earnings Call
Never have you heard anyone happier about a $5 billion fine than Mark Zuckerberg (as best Zuckerberg can be happy, that is). On July 24, Facebook...
Streaming Budgets Rival Hollywood Blockbusters
The Wall Street Journal reported this past week that, as major new streaming services from Disney, WarnerMedia, and Apple are set to enter the...
Microsoft and Google Up the Ante in Cloud Gaming Battle for Smart Home Dominance
Both Google and Microsoft jump-started the Electronic Entertainment Expo (E3) with pre-show announcements for their respective cloud-gaming services...
Fire TV Tops Roku in Total Active Users
At last week's Pay TV Show in Denver, Amazon shared data on Fire TV’s penetration, declaring the platform is now the most popular ancillary TV...
A New Era at CBS News – But it’s Not What You Think
In a bold, decisive, and unsurprising move, CBS News President and Senior Executive Producer Susan Zirinsky announced major changes affecting both...
April Madness – A Peek into Round 1 NBA & NHL Playoffs
An early look into the NBA and NHL playoff ratings tells two divergent stories: Viewership for the first round of the NBA playoffs was down 19%...
Winter is Coming for HBO, WarnerMedia, and Linear TV
The final season of HBO’s Game of Thrones premiered as the most-viewed telecast in the network’s history. According to Nielsen, 17.4 million...
A True Disruptor? Thoughts on Disney+
Last week, Disney offered specifics on its new direct-to-consumer (DTC) streaming service, Disney+, including a detailed view of its first year of...
Why Google’s New Cloud-Gaming Service, Stadia, is a Game Changer
Earlier this week at the Game Developer’s Conference in San Francisco, Google formerly announced Stadia, its cloud-gaming initiative. Reaction to...
WarnerMedia – Too Big to Succeed?
With the stated goal of being properly structured to better compete with its deep-pocketed streaming rivals, WarnerMedia announced its new...