⚡️ Roku to Breakout Platform Revenue for the 1st Time Ever ⚡️
Investors have been asking @Roku to breakout the components of platform revenue for as long as we can remember. Earlier today, at an investor conference, $ROKU CFO, Dan Jedda, stated they would begin
Why is the @nfl, the Most Broadcast Friendly League, Under Attack by Broadcast TV Advocates?
"the overwhelming majority of NFL games ARE ON broadcast and, more importantly, EVERY single NFL game is available over-the-air in each team’s local market [for free]"
Can Paramount Grow $12 Billion of Combined EBITDA, Where Warner Bros. Discovery Failed?
Key to making the transaction math work is the expectation of at least $6 billion in synergies by the end of 2029, to reduce leverage from 6.5x at closing to 3x within three years of closing. $PSKY $WBD
FCC Chair Unfiltered: Protecting Local News, Sports on Broadcast TV and May Sue a Network
@BrendanCarrFCC did not hold back in a wide-ranging, must-watch conversation with @semaforben yesterday. The interview came shortly after Carr issued an FCC Public Notice seeking comments on how consumers...
⚡️ Would Netflix Be Attacking Paramount’s Backers if They Were About to Walk Away? ⚡️
Everyone is asking us: will @Netflix match if the @wbd Board determines @Paramount’s “revised proposal” from earlier today is a “Company Superior Proposal” compared to the current Netflix agreement?
Maverick, Don't Do It: Ellison's Warner Bros. Gamble Is a Mission He Should Abandon (For Now...)
⚡️ Paramount Is Now on the Clock: One Week ⚡️
Warner Bros. Discovery (with Netflix’s consent) is giving Paramount one week to come up with their best and final offer... $PSKY $WBD $NFLX
⚡️ $65 YouTube TV Sports Bundle Set to Accelerate Cord-Shaving ⚡️ $GOOGL
Over the last few months, investors have started to question whether multichannel video industry sub losses are starting to bottom out, particularly as...
🚨 The Battle for Warner Bros may have just ended $WBD $NFLX $PSKY
“I’ve been called by both sides,” Trump said. “It’s the two sides, but I’ve decided I shouldn’t be involved. The Justice Department will handle it.”
www.cnbc.com/2026/02/04/t...
Zuck's Reckoning: Can Meta Beat Google in AI and Bankrupt OpenAI? $META
Eight Questions for tonight's Q4 2025 Earnings Call
⚡️ SNAP: Finally Set to Breakout Major Investment in AR Hardware: Specs ⚡️ @snap @Snapchat
We have been begging Snap management to break out the financials of their Specs division for the past 18 months...
The real question for Paramount becomes is winning actually losing...Do they want to overpay and meaningfully over-lever Paramount to get there? We believe there are better ways for David Ellison and Paramount to win long-term
⚡️ Reactions to December 2025 Nielsen Gauge ⚡️
Linear TV, combining broadcast TV and cable TV, dropped to an all-time low of 41.6% in December 2025 vs. 46.2% last year with streaming TV hitting a new all-time high of 47.5%.
13 Questions for Netflix’s Q4 2025 Earnings Tonight
6 of questions relate to $NFLX's in-process $WBD acquisition
Peak Irony: The "Worthless" Asset Paramount's Bid Cannot Live Without
$PSKY $WBD $NFLX
⚡️ Surprised Neither Disney nor Paramount Bid Aggressively for Sony Pay-1 Deal ⚡️
While Hollywood and certain members of Congress have feared that Netflix’s in-process acquisition of Warner Bros. would dampen their desire to buy from third-parties, Netflix’s aggressive bid...
The Reason Why Larry Ellison is Only Investing $12 Billion in Warner Bros. Discovery $PSKY $WBD $NFLX
@mattbelloni.bsky.social got the answers on The Town podcast
The 12 Juiciest Nuggets from Warner Bros. Discovery's 14D-9 Filing
While the document addresses many issues we have written about, there were a significant number of new “nuggets” of information that illustrate just how hard it will be for Paramount to win, even with a higher bid.
The Three Critical Questions Paramount's David Ellison Needs to Answer
The Cutting Room: Who Wins and Loses as YouTube TV Launches Genre Bundles?
$DIS $FOXA $PSKY $WBD $CMCSA
Is Trump's Approval Just Act One of the Warner Bros. Regulatory Drama? $PSKY $NFLX $CMCSA
The overwhelming investor and media presumption is that only one bidder, Paramount, has a regulatory fast track to an acquisition of $WBD ...
Wickedly Smart or Comcastically Insane?
While the knee jerk reaction is Comcast must be insane to bid this way, we wonder if there is a compelling strategic rationale to their strategy... $CMCSA $WBD
⚡️ Look for Dynamic US Theme Park Pricing to Boost Disney Earnings Growth Next Year ⚡️
Theme Park pricing for a given day could change hourly for any given day in the future as they already do for Disneyland Paris $DIS
The cord-cutting issue nobody is talking about
If @youtubetv launches a sports/news bundle at $70 or less, we expect major problems for a wide array of general entertainment cable networks
Legacy Media Raises the White Flag, Are the Streaming Wars Over?
"somewhere along the way, the revolution started to look a lot like the thing it was trying to disrupt...Sometimes the 'revolution' just puts new people in charge of the same game"
lightshedtmt.com/2025/11/17/l...
⚡️ Shockingj 🤣🤣: California Congressman Comes Out Against Netflix/Warner Bros. Merger ⚡️
Even before we find out if Netflix actually bids in the ongoing WBD auction, Congressman Darrell Issa from San Diego, CA has warned of the dangers
$NFLX $WBD $PSKY $CMCSA
Ten Paramount Questions for David Ellison's 1st Earnings Call
Since Skydance’s acquisition of Paramount closed on August 7, 2025, the company has outlined its vision and spoken to the press, but tonight marks the first time it has communicated directly with Wall Street.
$PSKY $WBD
⚡️ Plot Twist: Why Are Consumers Blaming @espn vs. @YouTubeTV for the Blackout? ⚡️ $DIS $GOOGL
While there are plenty of comments blaming both companies and which YouTube TV competitor to switch to, we found a shocking number of comments attacking ESPN with the tone of the following...
LightShed’s Rich Greenfield Interviewed on The Grill Room Podcast: The WBD Hunger Games
The one-hour discussion focused on the future of Warner Brothers Discovery. We discussed why Paramount is likely to win if the Ellisons are willing to overpay, why it feels like Comcast has to act...
