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August, 2024

August, 2024

CryptoQuant CEO Doubles Down on Altseason Prediction, Says Whale Accumulation Remains Valid
CryptoQuant chief executive Ki Young Ju still thinks altcoins could shine despite the difficult macro headwinds. Last week, Young Ju predicted that altseason would begin in late 2024 or early 2025. I...
Inside the Stream: Where Does the Disney/Fox/WBD Sports JV Fit In?
This week we look through all the buzz around the new Disney/Fox/WBD sports JV to understand the service’s opportunity and likely impact on the TV market. Two key questions we consider: 1) How ...
Inside the Stream: Q1 ’23 Earnings Review: Who’s Up? Who’s Down? Who’s Pick ‘Em?
Most media and technology companies have now reported Q1 ’23 results. We dig into who’s up, who’s down and who’s pick ‘em, and where they all might be headed. We share all this with the ca...
Inside the Stream: 5 Key Takeaways from the 2023 IAB NewFronts
I attended the 2023 IAB NewFronts earlier this week and today on Inside the Stream we discuss my 5 key takeaways. These include 1) connected TV as the dominant throughline in all the presentations, ...
Inside the Stream Podcast: Netflix’s Q1 ’23 Suggests Ad Tier Launch and Account-Sharing Curbs Will Boost Revenue
Back in our Oct. 21, 2022 podcast, “Netflix is Poised for 2023 Revenue Growth,” Colin and I articulated all the reasons we were optimistic about Netflix’s upside in the new year. Primarily we ...
Inside the Stream Podcast: Max or Min? Can Google TV Catch Up to Roku?
This week on Inside the Stream we focus on two main topics: first, is Warner Bros. Discovery’s decision to brand/bundle its streaming services under “Max” going to be successful, or is it goin...
Inside the Stream Podcast: How Much Higher Will Average U.S. Spending on SVOD Be in 5 Years?
Each week on "Inside the Stream" Colin and I try to share fact-based conclusions about critical industry issues. Listeners have continually told us that they derive value from having a weekly resour...
Inside the Stream Podcast: Diamond Sports’ Bankruptcy, HBO Max’s Confusing Pricing; YouTube’s Multiview; FAST’s Growth
This week on Inside the Stream Colin and I do an “around the horn” of four significant industry topics. We lead off with the expected bankruptcy filing of Diamond Sports Group earlier this week,...
Inside the Stream Podcast: Pay-TV is in Free Fall; What’s it Mean for Sports Teams’ Valuations?
Pay-TV providers lost another 7 million subscribers (approximately) in 2022 as losses accelerated from 2021. The losses span those actually cutting the cord, plus those that simply don’t take on a...
Inside the Stream Podcast: Key Takeaways from CTV Advertising PREVIEW: 2023
At this past Tuesday’s VideoNuze Connected TV Advertising PREVIEW: 2023 virtual, 22 speakers on 5 sessions provided critical insights about the industry and its future direction. We discuss our ke...
Newswire > August, 2024
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