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  • Inside the Stream: Q1 ’23 Earnings Review: Who’s Up? Who’s Down? Who’s Pick ‘Em?

    Friday, May 12, 2023, 10:28 AM ET
    |
    Posted by Will Richmond

    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 caveat that one quarter’s results are not the final word on a company’s ability to survive and thrive going forward. We hope we’re not in any way contributing to the short-term, quarterly performance myopia so common on Wall Street.

    Rather, we’re looking at these companies’ results in the context of prior results, the competitive landscape and their particular products’/services’ positioning. All while trying to do some basic “pattern recognition” - what have we seen before and how is this likely to play out in TV and video. Our discussion is primarily focused on Netflix, Roku, Amazon, AMC, Disney, Comcast, Vizio, YouTube, The Trade Desk, Paramount, Diamond Sports Group, Tegna, Dish and how they’re sorting themselves in the up, down and pick ‘em categories.

    Listen to the podcast to learn more (38 minutes,  50 seconds)



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    Categories: Advertising, Podcasts, SVOD

    Topics: Amazon, AMC, Comcast, Dish Network, Disney, Netflix, Paramount, Podcast, Roku, Tegna, The Trade Desk, Vizio, YouTube

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VideoNuze is the authoritative online source for original analysis and news aggregation focused on the burgeoning online video industry. Founded in 2007 by Will Richmond, a 20-year veteran of the broadband, cable TV, content and technology industries, VideoNuze is read by executive-level decision-makers who need to get beyond the standard headlines and achieve a deep understanding of online video’s disruptive impact.

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