The latest in:
Lightshed Partners
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Premium Content
10/30/2024
Comcast Set for WBD Carriage Renewal in 2025
Next year is a big one for Comcast as it gets ready to negotiate carriage renewals with Warner Bros. Discovery. What Lightshed Partners is keeping its eye on is the aspect of WBD losing its piece of the NBA rights deal to Amazon and NBCUniversal,
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Premium Content
02/07/2024
Different Tunes for Fox, Disney as MVPDs Consider Streamer
Forget the question of how much this ESPN, Warner Bros. Discovery and Fox sports streamer will cost—we want to know what MVPDs think.
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Premium Content
01/08/2024
LightShed: Cable Providers Face Turbulent 2024
This will be the first year the cable industry’s consumer broadband base contracts, according to LightShed Partners’ 2024 predictions.
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Premium Content
12/21/2023
Analysts Split on Programming M&A Rumors
While it’s uncertain how likely a Paramount-Warner Bros. Discovery marriage is, one thing clear going into 2024 is something has to change. And Charter ridding itself of networks such as Freeform and Disney Junior might be the impetus.
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Premium Content
08/17/2023
ESPN’s DTC Blueprint Not Ideal
Disney CEO Bob Iger and ESPN President Jimmy Pitaro have been clear with their intentions to take ESPN to DTC, and LightShed Partners sees two potential routes the network can set forth on
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Premium Content
07/18/2023
2Q Preview: Netflix Password Sharing Update, Fixed Wireless Winning
‘Tis the night before earnings season and all across the industry, investors are waiting with bated breath to see how programmers and broadband providers alike have managed continued uncertainty around the economy.