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The Latest Breaking News from Michael Nathanson

Wall Street Debates Meta's Temu, China Tariff Risk Ahead Of Earnings Report

Wall Street analysts expect Meta's ad sales growth to take a hit from the U.S.-China trade war as Temu and other pull back.

Investors Business Daily

Why Is WBD Paying $8.5 Billion For a Physical Studio ... While It's $38 Billion in Debt and AI Production Is Dawning?

Also in this week's 'Next Text,' we break down Kamala Harris' Bigger DNC crowd sizes, and we look at how the Venu Sports guys really messed up

Broadcasting & Cable

Streaming Shake-up, Shakeout Brewing as Program, Economic Factors Shift

Despite increasing viewing numbers, challenges remain

TV Tech

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Less Original Content Isn’t Slowing Streaming Penetration: Report

Analyst Michael Nathanson see usage rising and raises estimates for Netflix

Broadcasting & Cable

Streaming Became a Mature Business in Q1, Analyst Says

Michael Nathanson points to dips in content, engagement

Multichannel News

Is Netflix's Subscriber Growth Binge Almost Over?

Netflix's account-sharing crackdown has fueled expansion, but the decision to stop reporting quarterly membership data seems to reveal that the good times can't last forever

Broadcasting & Cable

Proxy War Over, Analysts Say Disney Still Has Work To Do

Stock price has risen since CEO Bob Iger launched efforts to fix ailing company

Multichannel News

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Wait, vMVPDs Are Real, Profitable Businesses, After All?

Also in this week's 'Next Text,' we examine Opening Day's (outsized?) TV demand, Kim Mulkey's (also outsized) outrage ... and a big moment for women's hoops

Broadcasting & Cable

Fast-Growing YouTube TV Seen Breaking Even In 2024

vMVPD on pace to become top U.S. pay-TV distributor, analyst Michael Nathanson says

Multichannel News

Analyst Calls 2024 The Year Linear TV Advertising Officially Broke

Michael Nathanson slashes forecasts, sees national ad revenue down 2.6% in 2024 and plummeting 12.3% in 2025

Multichannel News

Roku's Momentum (Once Again) Grinds to a Halt Amid Reports of Walmart Buying Vizio

Roku's stock is down more than 7% heading into Thursday's Q4 earnings call, as analyst Michael Nathanson describes a potential entry into the CTV advertising market by Walmart a very surprising and very direct challenge specifically for Roku

Broadcasting & Cable

Analyst Says Walmart Buying Vizio Could ‘Disrupt’ CTV Market

Vizio stock jumps 25% after 'WSJ' reports sale talks

Broadcasting & Cable

Roku Poaches Publicis Groupe Exec Jay Askinasi to Lead Ad Sales

He'll replace Alison Levin, who left Roku in November to join NBCUniversal

Broadcasting & Cable

Judgment Day Is Coming For Streaming Services Not Named Netflix Or Amazon

Netflix is the only major player making money in subscription streaming services. The rest are trying to find a way to compete. But can they do it?

Investors Business Daily

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Broadcasting & Cable

Roku Works Around the Edges of Live Sports With ‘NFL Draft: The Pick Is In' (Bloom)

NFL documentary, screened for reporters and influencers last week at a Los Angeles, is Roku's latest attempt to infuse the heat of live sports using the Roku Channel's modest budget

Los Angeles Times

'A lot of blood in the water.' Why actors and writers' strikes are a big blow to Hollywood studios

Hollywood top executives figured they could ride out a skirmish with screenwriters reeling from technology's changes to the industry.

Multichannel News

Netflix Likely To Benefit As Rivals Sell Content To Raise Cash: Analyst

Michael Nathanson says acquired programming remains an important share of viewing

Multichannel News

Analyst Urges Disney To Bundle ESPN Rather Than Create a DTC Standalone

Combination would reduce churn, aggregate engagement and produce cost savings, Michael Nathanson says

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news in one place.

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Multichannel News

In a Rough Advertising Market, Sports May Be Winning Ticket

Analyst Michael Nathanson lowers forecast for 2023, with streaming growing slower than expected

Multichannel News

Analyst Turns Skeptical About Second-Half TV Ad Rebound

Michael Nathanson sees a difficult upfront and a 5% drop in revenue in 2023

The Guardian - UK

Best podcasts of the week: How to die on screen, according to the stars of Halloween to Stranger Things

In this week’s newsletter: Actor Michael Nathanson hears from his peers on what happens when your character meets their end in Playing Dead. Plus: five podcasts adapted for TV

Los Angeles Times

Disney shares jump after Bob Iger returns as CEO

Wall Street says you can go home again, as shares of Walt Disney Co. spiked Monday on the news that Bob Iger is returning as chief executive of the media and entertainment company.

Los Angeles Times

Returning Disney CEO Bob Iger announces plans for sweeping overhaul

LOS ANGELES — Walt Disney Co.'s returning chief executive, Bob Iger, wasted no time putting his stamp on the company, announcing plans for a major overhaul of the Burbank entertainment giant.

Investors Business Daily

Is Wall Street Overestimating Netflix's Ad Business Opportunity?

Wall Street is overestimating the opportunity for Netflix’s upcoming advertising-subsidized streaming service, one analyst says.

Benzinga

Here's Why This Analyst Slashed 2025 Revenue Estimates For Alphabet, Meta, Snap, Twitter

Research firm MoffettNathanson slashed its 2025 revenue estimates for each Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), Meta Platforms Inc (NASDAQ:FB), Snap Inc (NYSE:SNAP), and Twitter Inc (NYSE:TWTR) by double-digit percentages, Reuters reported. MoffettNathanson expects online advertising in the U.S. to grow by 12.5% annually through 2025, down from the previous estimate of 18.5% annual growth. "After years of uber-bullishness, we are truly concerned…

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