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The Wrap-Up for Friday October 24
Youtube· 2025-10-24 11:20
Group 1 - Apple has begun shipping American-made AI servers from Texas as part of its commitment to invest $600 billion in the US [1] - Disney warns that ESPN and other networks may disappear from YouTube TV if a new distribution agreement is not reached by the end of the month [2] - Ford's shares are rising after third quarter results exceeded expectations, although the automaker has lowered its full-year guidance [2] Group 2 - Deckers Outdoors shares are declining due to weaker than expected revenue, despite the forecast for Q2 results beating expectations for the owner of Hoka and UGG Shoes [3]
Disney Warns YouTube TV Viewers That ABC Stations, ESPN And More Could Go Dark
Deadline· 2025-10-23 21:01
Core Viewpoint - The impending expiration of the distribution agreement between Disney and YouTube TV could lead to significant content loss for millions of subscribers, highlighting the ongoing tensions in media distribution agreements [1][2]. Group 1: Distribution Agreement Details - The current distribution agreement between Disney and YouTube TV is set to expire at midnight ET on October 30, potentially affecting access to major networks like ABC, ESPN, and FX for over 8 million subscribers [2]. - YouTube TV's subscriber count is approaching 10 million when including free trials and NFL season subscriptions [2]. - This situation marks Disney's fifth conflict with a major programmer in 2025 and the fourth in the last three months, indicating a trend of increasing disputes in the industry [3]. Group 2: Statements from Companies - A Disney spokesperson criticized YouTube TV for potentially putting subscribers at risk of losing valuable networks, emphasizing Disney's investment in content and the expectation of fair compensation [4]. - YouTube TV responded by stating that they are negotiating in good faith but are facing costly terms proposed by Disney that could lead to higher prices and fewer choices for customers [4]. Group 3: Broader Industry Context - The ongoing negotiations reflect a broader trend in the industry, where companies like NBCUniversal and Fox Corp. have reached agreements with YouTube TV after public disputes, while TelevisaUnivision is currently in a blackout situation [3][5]. - Disney's recent agreement with Charter Communications after a 10-day blackout serves as a potential template for future negotiations, emphasizing marketing and bundling support for Disney's streaming services [6]. - The negotiations with YouTube TV have included discussions about promoting Disney+ and Hulu on Google platforms, indicating a multifaceted approach to content distribution [7]. Group 4: Executive Movements - The involvement of Justin Connolly, a former ESPN and Disney executive who has transitioned to a top role at YouTube TV, adds complexity to the negotiations, as he brings insights from both sides of the bargaining table [8].
省会城市听众对广电新媒体平台的需求情况分析
Sou Hu Cai Jing· 2025-10-23 09:38
党的二十届三中全会通过的《中共中央关于进一步全面深化改革、推进中国式现代化的决定》中明确指出:"要构建适应全媒体生产传播工作机制和评价 体系,推进主流媒体系统性变革"。 广电新媒体受众以80后至00后为主,整体更年轻 01 在这一前提下,全国各级、各地区的广电媒体纷纷打造了自己的新媒体平台矩阵。 在媒体渠道愈发多元化发展,媒介内容形态持续创新的当下,了解受众接触新媒体平台的习惯和对新媒体内容的需求,能够为广电提高新媒体账号的用户 量,加大用户活跃度,增强用户留存率等提供科学有效的支持。 一、广电新媒体受众的构成特点 广电新媒体受众中女性多于男性 从数据来看,女性听众接触广电新媒体平台的积极性更强,接近六成女性广播听众都接触过广播新媒体,其比例远高于传统广播听众中的女性占比。 02 广电新媒体平台的受众以80后、90后和00后为主,占比分别都在20%以上,其中90后的占比更是达到三分之一。 10后也开始崭露头角。相比传统广播听众的年龄构成,广电新媒体平台受众更加年轻,尤其是00后听众的占比高于传统广播听众的两倍以上。 03 广电新媒体受众整体受教育水平较高 广电新媒体平台的受众以高中到大专学历为主,大专及以上学 ...
America's Cable Cowboy Cashes In Half His Firm's Stake In Britain's ITV
Forbes· 2025-10-22 21:25
Core Insights - John Malone, known as the "Cable Cowboy," is selling half of Liberty Global's stake in British broadcaster ITV, reflecting a strategic portfolio realignment [3][6] - The sale involved 193.4 million shares valued at £135 million ($180 million), leading to an 8% drop in ITV's share price [3][4] - ITV has faced challenges from streaming services and a declining advertising market, with a reported 7% decrease in total advertising revenue in the first half of the year [4][5] Company Actions - Liberty Global's divestment is part of a broader strategy to manage its Liberty Growth portfolio, focusing on scale-based investments [6] - The initial investment in ITV began over a decade ago, with a 6.4% stake purchased in 2014 for £481 million [6][7] - A "collar arrangement" was used to hedge against ITV's stock declines, allowing Liberty to break even on its investment after accounting for dividends [7] Industry Context - ITV remains a significant player in the UK media landscape, operating free-to-air channels and a streaming service [5] - The company has seen its stock decline by 11% over the past year, indicating ongoing struggles in the competitive media environment [3][4] - Malone's history in the media and telecom industries spans over five decades, with notable past successes including the sale of Tele-Communications Inc. to AT&T for over $50 billion [10][11]
Excellence on the Airwaves: NAB Celebrates 2025 Marconi Award Winners in New York City
Globenewswire· 2025-10-22 01:12
New York, N.Y., Oct. 21, 2025 (GLOBE NEWSWIRE) -- The National Association of Broadcasters (NAB) this evening celebrated the 2025 NAB Marconi Radio Awards, honoring excellence and performance in radio during a lively ceremony at the Edison Ballroom on the eve of NAB Show New York. Presented by NAB and sponsored by Xperi, the event was hosted by Danielle Monaro and Medha Gandhi, co-hosts of “Elvis Duran and the Morning Show,” and featured a special appearance by Grammy Award-winning producer and radio host D ...
Jim Cramer sits down with Andrew Ross Sorkin to talk about his new book, '1929'
Youtube· 2025-10-22 00:54
Core Insights - The article discusses Andrew Ross Sorkin's new book "1929," which explores the events leading to the Great Crash of 1929 and its cultural impact on society [1][2][17] - The narrative highlights how the stock market dominated the culture of the time, with widespread participation from various social classes, including billionaires and everyday citizens [3][4][5] Group 1: Cultural Impact and Participation - The stock market was a central aspect of American culture in 1929, with significant involvement from the elite and the general public [3][4] - The book illustrates that many prominent figures, including Groucho Marx, were heavily affected by the market's downturn, showcasing the widespread nature of the crisis [4][14] - The optimism of the era was fueled by technological advancements, leading to a belief that capitalism could elevate everyone to millionaire status [5][6] Group 2: Key Figures and Their Roles - Charlie Mitchell, a significant figure in the financial landscape, promoted the idea of democratizing finance and was instrumental in the creation of modern credit systems [7][10] - Contrasting views emerged from various financial leaders, with some, like Charles Merrill, advising caution as early as 1928, while others believed the market was stable [9][11] - The book details the actions and decisions of influential figures during the crash, including Carter Glass, who warned against the practices that led to the financial collapse [10][12] Group 3: Market Dynamics and Policy Responses - The article emphasizes that the market's decline was not a singular event but a series of failures and poor policy decisions that followed the crash [13][16] - By the end of 1929, the stock market was only down 17%, indicating that the initial impact was not as severe as commonly perceived [13] - The lack of regulatory frameworks at the time, such as the absence of the SEC, contributed to the chaotic trading environment [15][16]
Amazon Prime to spend $1.8 billion on 67 regular season NBA games
Youtube· 2025-10-21 20:10
Core Insights - The NBA is returning to NBC for the first time in over 20 years, marking a significant shift in media partnerships for the league [1] - Media rights for marquee sports, particularly basketball and the NFL, have become increasingly expensive, reflecting their high advertising value and sustained popularity [2][3] Media Rights Costs - Amazon is spending $1.8 billion for 95 NBA games this season, averaging about $19 million per game, which is significantly lower than the $67 million per game it pays for NFL games [4][5][6] - NFL Commissioner Roger Goodell has indicated a desire to escalate the renewal of NFL rights due to the disparity in costs and ratings, suggesting potential for increased revenue [7] Importance of Live Sports - Live sports are crucial for traditional media companies, as they help maintain the cable bundle's viability amidst declining subscriptions [9][10] - Despite millions canceling cable subscriptions, 65 million US households still subscribe to some form of linear network bundle, indicating a substantial market for media companies [10]
TVB最新收视!《金式森林》暂列二线剧集亚军!《巨塔之后》收视亮眼
Sou Hu Cai Jing· 2025-10-21 17:46
Group 1 - TVB's Jade Channel reported that the new drama "Golden Forest," starring Guo Jin'an and Chen Xiaohua, achieved a peak viewership of 18.3 points, corresponding to 1.18 million viewers, making it the current leader among second-tier dramas this year [1] - The weekday program "East Zhang West Wang" reached a peak viewership of 21.4 points, equivalent to 1.38 million viewers [3] - The situational comedy "Homecoming Express" recorded a peak viewership of 19.9 points, translating to 1.29 million viewers [3] Group 2 - The Saturday night show "Tailor Magic Master 2" had a peak viewership of 14.3 points, which corresponds to 920,000 viewers [7] - The special program "Kindness Overflowing Ren'ai Hall" achieved a peak viewership of 11.5 points, equating to 740,000 viewers [7] - The Sunday night program "Voice Show" peaked at 17.5 points, corresponding to 1.13 million viewers [7] - The reality show "Family Heritage 'Protection'" reached a peak viewership of 12.5 points, which corresponds to 810,000 viewers [7]
X @Bloomberg
Bloomberg· 2025-10-21 16:24
Liberty Global offered to sell half of its shares in ITV, crystallizing a loss in the stake it has held for more than a decade https://t.co/Knee8DsLDQ ...
X @Forbes
Forbes· 2025-10-21 15:05
Broadcast TV Gets Record Boost Thanks To Football's Returnhttps://t.co/OnGTxGA8SY https://t.co/eYBjaCVPNc ...