Analyst Insights

What Goes Up Sometimes Goes Sideways

July 17, 2018Joel Espelien

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...

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A Bounty for Binge Watchers

July 11, 2018Rob Silvershein

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...

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The Battle of Disney vs. Comcast for FOX

June 20, 2018Rob Silvershein

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...

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Game Over

June 13, 2018Joel Espelien

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...

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Sometimes the Best Move is Not to Play

June 05, 2018Joel Espelien

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...

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“Déjà vu All Over Again”

May 29, 2018Rob Silvershein

“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...

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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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