Fubo reported a mixed Q1, with subscriber losses offset by a $220M legal settlement from its antitrust suit against the defunct Venu Sports JV. Revenue came in above expectations at $416.3M, but advertising dropped 17% due to a carriage dispute…
FloSports EVP Phil Wendler drops in for a wide-ranging convo on the latest TSW pod, talking about how the company hit profitability without chasing tier-one leagues. With 40K+ events streamed and 23M viewers last year, FloSports is winning by going…
Apple reported $95.4 billion in revenue and $1.65 EPS, beating expectations, but Services growth came in below forecasts and faces major uncertainty after a federal court ruling questioned the App Store’s monetization model. Tariff pressures are rising, with $900 million…
Amazon beat Q1 2025 expectations with $155.7 billion in revenue and $1.59 EPS, but shares fell 4.6% in after-hours trading as investors focused on soft AWS growth, cautious guidance, and looming tariffs. AWS posted $29.3 billion in revenue with record…
Roku reported strong Q1 results with $1.02 billion in revenue, up 16% YoY, driven by platform revenue growth and increased streaming hours. The standout move was its $185 million acquisition of Frndly TV—not for its content, but for its business…
The Senate Committee on Commerce, led by Sen. Ted Cruz, will hold a hearing on May 6 to examine the evolving landscape of sports broadcasting, particularly the shift from traditional TV to streaming. Executives from the NBA, MLB, and NHL…
Apple was referred to federal prosecutors for potential criminal contempt after a judge ruled it violated a 2021 court order and continued its anticompetitive App Store practices. The decision undercuts the justification for Apple’s 30% platform tax and could destabilize…
Skip argues shoppable TV is solving the wrong problem, focusing on selling products viewers don’t want to buy via their TVs. He highlights that while the tech is solid, its potential lies in driving engagement, loyalty, and participation — not…
Canal+ reported a 2.5% year-over-year revenue decline in Q1 2025, bringing in €1.547 billion, down from €1.58 billion. However, the company spotlighted a 1.5% organic revenue increase by excluding unprofitable exits and underperforming assets. While hits like Paddington in Peru…
Microsoft beat Wall Street expectations in Q3 FY2025 with $70.1 billion in revenue and $25.8 billion in net income, driven by 20% growth in Microsoft Cloud revenue. Azure grew 33%, while Office 365 and cloud services also saw strong gains.…
