Warner Bros. Discovery is restructuring into two units: Global Linear Networks and Streaming & Studios. The move aims to unlock shareholder value but faces criticism for dismantling key synergies that power Max and global growth according to Skip.
Ted Sarandos highlighted Netflix's focus on creating FOMO at the UBS Global Media and Communications Conference, positioning it as central to retaining subscribers and advertisers. FOMO isn’t exactly groundbreaking and Kirby argues that it’s the bare minimum for any streaming…
Andrew Wamugi analyzes Apple's cautious approach to acquiring sports media rights, contrasting it with competitors like YouTube, Amazon, and Netflix, and questioning its commitment to live sports. Despite notable investments in Major League Soccer and Major League Baseball, Apple has…
Speculation about Roku's future is growing as analysts suggest it could be acquired within the next year, potentially redefining the connected TV (CTV) ecosystem. With 85 million user households and extensive data assets, Roku is seen as a valuable target…
Nielsen and TikTok have partnered to integrate TikTok into Nielsen One, enabling advertisers to compare TikTok ad performance with campaigns on CTV, linear, and digital platforms. This collaboration helps brands optimize media strategies with robust cross-media insights and demographic data,…
Walmart has completed its $2.3 billion acquisition of Vizio, gaining access to its SmartCast OS and ad-supported WatchFree+ platform. This integration positions Walmart Connect as a competitive force in CTV advertising by combining shopping and viewing data for personalized, high-margin…
Andrew Wamugi highlights how EverPass Media's partnership with Netflix to stream NFL Christmas Day games in commercial venues expands EverPass’s sports portfolio and Netflix's out-of-home distribution strategy. Wamugi notes that this deal strengthens EverPass’s position as a key intermediary in…
Kirby critiques the long-standing rumors of an Apple-branded TV, arguing that the company is unlikely to enter the low-margin, highly competitive TV hardware market. With tvOS and Apple TV+ already integrated into most smart TVs, and innovations like the Vision…
The Streaming Wars compiled key industry reactions to Comcast’s decision to spin off its cable networks, signaling a strategic pivot to streaming, broadcast, and sports. Analysts view the move as an acknowledgment of legacy cable's declining value amidst the collapse…
Apple appears to be shifting its strategy by licensing its original films to third-party platforms to expand content visibility and boost revenue. This marks a departure from Apple’s exclusivity-driven streaming model and addresses the platform’s financial performance challenges, despite its…
