Paramount

Inside the Stream: Exploring Linear TV Networks’ Collapsing Value Posted on 08-16-2024
Viewers’ shifting consumption from linear TV to streaming is well-documented, but multibillion-dollar write downs in Q2 ’24 at Warner Bros. Discovery and Paramount helped quantify just how costly the shift...
Inside the Stream: Walmart-VIZIO Deal; Super Bowl Streamers Mystery Posted on 02-16-2024
Earlier this week the WSJ reported that Walmart is seeking to acquire VIZIO for over $2 billion. Colin and I discuss the likely strategic rationale behind the deal. We...
Inside the Stream: Q1 ’23 Earnings Review: Who’s Up? Who’s Down? Who’s Pick ‘Em? Posted on 05-12-2023
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...