The latest in:
LightShed Research
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Premium Content
08/16/2024
Will Paramount Global Receive Bronfman Bid?
The clock is ticking on Paramount Global’s go-shop period, and the rumor mill suggests there may still be one suitor who is willing to put up a bid rivaling the one the programmer has already received from Skydance.
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Premium Content
04/17/2024
Netflix Earnings on Deck
A day ahead of Netflix’s 1Q24 earnings, MoffettNathanson is raising its estimate on U.S. and Canada subs to 1.5 million vs the 1 million consensus.
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Premium Content
01/31/2024
Byron Allen Launches $30B Paramount Bid
Paramount is right back in the acquisition discussion. Byron Allen and Allen Media Group submitted a bid worth a total of $30 billion to purchase Paramount Global.
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Premium Content
10/03/2022
DISH-Disney Spat Highlights the DTC-Linear Imbalance
DISH and Disney ’s weekend dust-up is a case study on why it’s so difficult to move sports from linear, even as cracks appear in the distribution model. While DISH and Sling customers lost ESPN hours
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Premium Content
03/19/2021
Friday Morning Quarterbacking
A day after the NFL announced its long-awaited media rights deals, analysts are dissecting what the $100 billion+ 11-year contracts mean.