Analyst Insights

CBS/Viacom Merger – Together Again

August 22, 2019Rob Silvershein

CBS/Viacom Merger – Together Again

In order to compete in the quantum media universe, Viacom and CBS have once again decided to join together (the companies split in 2006). The...

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As Video Game Season Starts, How Will Retail Unit Sales Fare?

August 20, 2019Rob Silvershein

As Video Game Season Starts, How Will Retail Unit Sales Fare?

August 2 marked the unofficial beginning of the video game industry’s sales season, with the launch of Electronic Art’s flagship title, Madden...

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Reading the Tea Leaves from Facebook’s Q2 2019 Earnings Call

August 01, 2019Lauren Kozak

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...

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Streaming Budgets Rival Hollywood Blockbusters

July 16, 2019Brad Schlachter

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...

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Microsoft and Google Up the Ante in Cloud Gaming Battle for Smart Home Dominance

June 11, 2019Mike Fischer

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...

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Fire TV Tops Roku in Total Active Users

May 21, 2019Michael Greeson

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...

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A New Era at CBS News – But it’s Not What You Think

May 08, 2019Rob Silvershein

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...

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April Madness – A Peek into Round 1 NBA & NHL Playoffs

May 01, 2019Rob Silvershein

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%...

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Winter is Coming for  HBO, WarnerMedia, and Linear TV

April 23, 2019Rob Silvershein

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...

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A True Disruptor? Thoughts on Disney+

April 17, 2019Rob Silvershein

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...

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