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Bloomberg· 2025-10-30 20:33
As linear TV declines and podcasters become video stars, companies outside the audio realm are rushing to license their programs https://t.co/jZsk4PUZbN ...
Netflix can derive value from WBD better than anyone in Hollywood, says Wolfe's Peter Supino
CNBC Television· 2025-10-21 19:01
Joining us now for more, Peter Spino. He is senior media analyst at Wolf Research. Peter, you just heard that conversation.Let's kind of follow up from the stock side. Who do you think ultimately ends up with Warner Brothers Discovery, if anybody. And does it ultimately end up being broken up.>> Well, in our opinion, it's up to Netflix. Netflix has the most powerful currency in the industry with its stock. Uh, and Netflix has such a huge share of a streaming engagement that they can make the minutes and hou ...
AMC Networks CEO: 'What we see is there's two different customers'
CNBC Television· 2025-10-16 18:15
Customer Segmentation - The streaming-only or broadband-only customer represents a distinct segment from traditional linear TV viewers, with limited overlap [1] - Cost is a primary driver for consumers choosing less expensive virtual MVPDs [2] Content Delivery - Content delivery is becoming increasingly agnostic, with fast channels, linear channels, and on-demand streams all utilizing unicast technology [3] - The shift from broadcast to unicast is transforming content delivery [3] Business Strategy - Providing value, reliable customer service, brand representation, and ease of use are crucial for success [4] - The company believes in a strategy focused on delivering value to customers [4]
Disney doesn't need ABC and ESPN, analyst argues
Yahoo Finance· 2025-09-27 03:45
Jimmy Kimmel Alive is back on ABC, but broadcast network owners Sinclair and NextStar have both refused to air the show on their ABC affiliate networks. The boycott sparking analysis that Disney could maybe divest from its linear TV business. Laura Martin from Needam, for example, argued that Disney should shut down ABC entirely.Joining me now with an investor playbook for media stocks is Rich Greenfield Lightshed Partners partner and media and technology analyst. There is a lot to weigh as a result of this ...
The streamers absolutely dominated at the 2025 Emmys, says Variety's Brent Lang
CNBC Television· 2025-09-15 13:06
Uh, joining us now um to recap the Emmys, uh, I guess we can do that, uh, Variety executive veter editor Brett Lang. I guess we can keep it to, uh, streamers versus Legacy versus Linear. Uh, because I I did see the first five minutes.I I admit it, Brent. Um, I'm not usually up that late, but they made fun of streaming. I think they said another way to lose money, didn't they.Yeah, they certainly did. Uh, but I mean, if you look at who actually won here, the streamers absolutely dominated. You had Netflix th ...