As linear TV declines and podcasters become video stars, companies outside the audio realm are rushing to license their programs https://t.co/jZsk4PUZbN ...

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 ...

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]

Broadcast TV Challenges - Boycotts of shows like Jimmy Kimmel by Sinclair and NextStar highlight political sensitivities and potential harm to broadcasters [1][5] - Long-term viability of national broadcast TV is threatened as content shifts to streaming, negatively impacting broadcast stations [7][8] - Cord-cutting and advertising shift to streaming create headwinds for broadcast station groups [9] - NFL's potential shift of content to cable and streaming poses a significant long-term problem for broadcasters [11] Media Consolidation - Industry experts believe media consolidation is inevitable due to the large number of streaming services [13] - Hulu will be integrated into Disney Plus, eliminating the separate Hulu app [14] - Paramount is reportedly considering a bid for Warner Brothers Discovery to merge HBO Max and Paramount Plus [15] - The industry anticipates that only three large-scale streaming services will ultimately dominate the market [17] Investment and Financial Considerations - Doubts exist regarding Larry Ellison's willingness to invest $40-50 billion in cash for Warner Brothers [20][21] - Tik Tok US is structured as a joint venture, maintaining the existing algorithm and content, which benefits ByteDance [25][27]

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 ...