Lean Back with Mark & Bernie

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Research Analysts Mark Zgutowicz and Bernie McTernan of the Internet and Media team at Rosenblatt Securities casually discuss what they see as the most relevant and thought-provoking highlights of the week impacting the advertising, commerce and content sectors on their weekly podcast series, Lean B…

Lean Back with Mark and Bernie


    • Mar 12, 2021 LATEST EPISODE
    • every other week NEW EPISODES
    • 22m AVG DURATION
    • 58 EPISODES


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    Latest episodes from Lean Back with Mark & Bernie

    58: The Roku Channel Cracking Code in Exclusive Crime Series; Netflix Getting Tougher on Password Sharing?

    Play Episode Listen Later Mar 12, 2021 19:01


    NFLX, Neutral, $450; Roku, Buy $560

    roku neutral nflx
    57: NFL Renewal Industry Implications; Prime Video or ESPN+ Sunday Ticket?

    Play Episode Listen Later Mar 5, 2021 14:00


    DIS, Buy, $220; FOXA, Sell, $25; ROKU, Buy $560

    roku dis foxa
    56: Sports Betting Copy Cat Acquisition Strategy; Row, Row To Roku: How It “Ads” Up For Big Media

    Play Episode Listen Later Jan 29, 2021 16:31


    CMCSA, Buy, $56; DKNG, Buy, $65; PENN, Buy, $115; ROKU, Buy $420

    penn roku cmcsa
    55: Spotify Walled In or Out; NFLX Cash Flow Evolution vs Inflection Point; NBA Ratings Surge; LA Port Congestion Pressing On

    Play Episode Listen Later Jan 22, 2021 18:12


    NFLX, Neutral, $450; PTON, Buy, $186; SPOT: Buy, $390

    neutral nflx
    54: Most Streamed Content of 2020, Twitter’s Blockchain Conundrum, Oregon Sports Betting Implications

    Play Episode Listen Later Jan 15, 2021 19:07


    DIS, Buy, $210; DKNG, Buy, $65; NFLX, Neutral, $425; PENN, Buy, $115; TWTR, Neutral, $39

    penn dis neutral nflx twtr
    53: Amazon-Roku Courting Cord-Cutters; Netflix Churn Concerns

    Play Episode Listen Later Jan 8, 2021 19:08


    DIS, Buy, $210; NFLX, Neutral, $425; ROKU, Buy, $420

    roku dis neutral nflx
    52: NY Sports Betting Odds Increasing; Movie Permanence Coming to Your CTV Living Room

    Play Episode Listen Later Dec 18, 2020 17:32


    DIS, Buy, $155; DKNG, Buy, $65; NFLX, Neutral, $400; PENN, Buy, $90; ROKU, Buy $260 

    penn roku dis neutral nflx
    51: Amazon ‘Wondery’ing Many Ways to Lever Pods?; Sunday Ticket Suitors

    Play Episode Listen Later Dec 4, 2020 19:57


    CMCSA, Buy, $54; DIS, Buy, $155; VIAC, Neutral, $30; SPOT, Buy, $325

    spot dis neutral viac cmcsa
    50: Can Wonder Woman Bring Roku-HBO Max Together?; Malone Opines on Media DTC Future

    Play Episode Listen Later Nov 20, 2020 16:30


    CMCSA, Buy, $54; DIS, Buy, $155; ROKU, Buy, $260

    roku dis cmcsa
    49: vMVPD Taking Share, What’s Next?; Dunkin Donut Baristas and The New Age of Influencers

    Play Episode Listen Later Nov 13, 2020 16:30


    DIS, Buy, $155; DKNG, Buy, $65; PENN, Buy, $90; SNAP, Buy, $50; FB, Buy, $325

    fb snap penn dis
    48: Debating Comcast Entry into Smart TVs – Logical Growth Strategy or Too Late to the Game?

    Play Episode Listen Later Nov 6, 2020 19:55


    CMCSA, Buy, $54; ROKU, Buy $260

    roku cmcsa
    47: Benefits of PTON-Chase Partnership; Big Tech--Senate Virtual Rumble…and Sect. 230

    Play Episode Listen Later Oct 30, 2020 18:49


    FB: Buy, $325; PTON, Buy, $130; TWTR: Neutral, $40

    46: AT&T Escalates Cord Cutting Fears; Easy Part Done for HBO Max, Next Steps More Challenging

    Play Episode Listen Later Oct 23, 2020 17:43


    CMCSA: Buy, $52; NFLX: Neutral, $400; ROKU: Buy, $195; T: NR

    45: Disney Reorg for the Future; Sneak Peek at Amazon ‘22 NFL Playbook?

    Play Episode Listen Later Oct 16, 2020 15:34


    AMZN: NR; CMCSA, Buy $51; DIS, Buy, $145; FOXA, Sell, $22; VIAC, Neutral, $28

    dis neutral viac foxa cmcsa
    44: Fire TV/Roku Now BFFs?; NFLX Canada Price Increase

    Play Episode Listen Later Oct 9, 2020 14:57


    AMZN: NR; DIS: Buy, $145; NFLX: Neutral, $400; ROKU: Buy, $195

    43: Content Bubble? It Matters who the Buyer is; Mulan’s Epic Price Cut: Content or PVOD Fail?

    Play Episode Listen Later Oct 2, 2020 18:19


    DIS, Buy, $145; PENN, Buy, $90; SPOT, Buy, $325

    spot penn dis
    42: Amazon or Amazon’s Marketplace?; Trian Takes Activist Stake in CMCSA; Quibi Looking for Capital; P&G Waves Goodbye to Upfronts

    Play Episode Listen Later Sep 25, 2020 16:33


    AMZN, NR; CMCSA, Buy, $52; DIS, Buy, $145; NFLX, Neutral, $400; SHOP, Buy, $325 PT

    shop dis nr neutral amzn nflx cmcsa
    41: SVOD Churn Spiking Amid Pandemic; DKNG and ESPN Partnering; Tik Tok Drama Not Yet Over; PTON Pull Back Buying Opportunity

    Play Episode Listen Later Sep 18, 2020 15:20


    DIS, Buy, $145; DKNG, Buy, $60; FB, Buy, $325; NFLX, Neutral, $400; PENN, Buy, $80; PTON, Buy, $130; ROKU, Buy $195; SNAP, Buy, $30; SPOT, Buy, $325

    fb snap spot penn roku dis neutral nflx
    40: Facebook Back on Campus; Barstool Sportsbook Goes Live Next Week

    Play Episode Listen Later Sep 11, 2020 16:07


    DKNG, Buy, $60; FB, Buy, $325; PENN, Buy, $80; SNAP, Buy, $30

    fb snap penn
    39: Mulan PVOD Framework; More Livestreams/Virtual Concerts Coming To Your Living Room Soon

    Play Episode Listen Later Sep 4, 2020 25:24


    DIS, Buy, $145; SPOT, Buy, $325

    spot dis
    38: Facebook Shop - The New DTC Marketplace?; DKNG Opportunity in IL; TikTok’s Mayer Sign Off = US Suitor Sign On; Core Streamers Taking Share

    Play Episode Listen Later Aug 28, 2020 23:52


    DIS, Buy, $145; DKNG, Buy, $60; FB, Buy, $325; FOXA, Sell, $22; SHOP, Buy, $1400

    fb shop dis foxa
    37: Streaming Fitness Here to Stay As NY Gyms Reopen; The ‘Apple’ Empire Strikes Back…Gives Epic a Fortnite to Comply; Sports Betting Live in TN in Nov.; Disney and Verizon Expand Streaming Relationship

    Play Episode Listen Later Aug 21, 2020 23:15


    DIS, Buy, $145; DKNG, Buy, $60; FB, Buy, $325; MSGN, Neutral, $11; PTON, Buy, $70

    fb dis neutral
    36: Debate Roku Leverage Rise as Sports Ad Buys Fall; College Football Impact; Ecomm Wave More Like Tsunami Every Day

    Play Episode Listen Later Aug 14, 2020 22:46


    DIS: Buy, $145; DKNG: Buy, $60; FOXA: Sell, $22; ROKU: Buy, $195; SHOP: Buy, $1400

    35: Disney Strikes Back, Tik Tok-Microsoft 360, PVOD Emergence

    Play Episode Listen Later Aug 7, 2020 19:46


    CMCSA, Buy, $51; $DIS, Buy, $145; FB, Buy, $325; ROKU, Buy, $195; SNAP, Buy, $30; SPOT, Buy, $325; VIAC, Neutral, $26

    fb snap spot roku dis neutral viac cmcsa
    34: Ecomm Surge Just Scratching The Surface; Sports Are Back?; Linear TV Camel’s Back Breaking; Spotify Exclusives To Break $9.99 Barrier

    Play Episode Listen Later Jul 31, 2020 20:37


    CMCSA, Buy, $51; DIS, Buy, $135; DKNG, Buy, $60; FB, Buy, $325; FOXA, Sell, $23; ROKU, Buy, $145; SHOP, Buy, $1400; SPOT, Buy, $325; VIAC, Neutral, $26

    fb shop spot roku dis neutral viac foxa cmcsa
    33: Bullish Expert Call on PTON; Is It a Podcast or Video?...Ask Spotify; Disney Movie Delays; Sports are Back

    Play Episode Listen Later Jul 24, 2020 23:39


    DIS, Buy, $130; PTON, Buy, $70; SNAP, Buy, $30; SPOT, Buy, $275; TWTR, Neutral, $33

    snap spot dis neutral twtr
    32: Let The Comcast vs. Roku Games Begin; DKNG Rebounds While NFLX Tanks

    Play Episode Listen Later Jul 17, 2020 18:52


    CMCSA, Buy, $45; CHTR, Buy, $620; DKNG, Buy, $60; NFLX, Neutral, $400; ROKU, Buy, $145

    roku neutral nflx cmcsa
    31: Peacock vs Roku; TikTok’s US Clock Ticking; Peloton Eyeing Larger TAM

    Play Episode Listen Later Jul 10, 2020 21:02


    CMCSA, Buy, $44; FB, Buy $244; FOXA, Sell, $27; PTON, Buy, $70; SNAP, Buy, $23; SPOT, Buy, $275; VIAC, Neutral, $19

    fb snap spot neutral viac foxa cmcsa
    30: Facebook Still Editing How To Manual For Monitoring 100 Billion Messages Per Day, RBLT Survey Adds to PTON Conviction, DKNG Initiation Feedback

    Play Episode Listen Later Jul 2, 2020 20:22


    FB, Buy, $244; PTON, Buy, $70; DKNG, Buy, $60; CMCSA, Buy, $44; VIAC, Buy, $19.

    fb viac cmcsa
    29: Going Deep with DKNG; Apple Stepping Up Privacy in Apps; Disney Delays, AMZN Live TV – NFL implications?

    Play Episode Listen Later Jun 26, 2020 18:07


    DKNG, Buy, $60; DIS, Buy, $130; TTD, Neutral, $215;  CRTO, Neutral, $9

    dis neutral ttd
    28: Spotify’s Exclusive Binge; Gym Shutdowns Strong Read to PTON; Management Teams Optimistic on Advertising Return

    Play Episode Listen Later Jun 19, 2020 16:04


    SPOT, Buy, $275; PTON, Buy, $56

    spot
    27: NFLX Password Sharing Crackdown; Roku Now Shopping for CPG; AMC Goes A La Carte; Facebook Top Gun Gets His Wings Back; Upfront Caution

    Play Episode Listen Later Jun 12, 2020 27:41


    NFLX, Neutral, $370; DIS, Buy, $130; DISCA, Neutral, $24; CHTR, Buy, $620; CMCSA, Buy, $44; PTON, Buy, $56; Roku, Buy, $145; Facebook, Buy $244

    roku dis neutral nflx cmcsa
    26: Roku LIVEning Things Up + TV Upfront Guarantees; More Bullish on PTON; NBA Coming Back

    Play Episode Listen Later Jun 5, 2020 25:17


    Roku, Buy, $145; PTON, Buy, $56; DIS, Buy, $130 

    roku dis
    25: HBO Min? Trump Taps FCC and FTC for Freedom of Tweets; Snapchat Takes Page from WeChat’s Mini Money Maker

    Play Episode Listen Later May 29, 2020 29:29


    DIS, Buy, $130; NFLX, Neutral, $370; PTON, Buy, $56; TWTR, Neutral, $27; SNAP, Buy $18

    snap dis neutral nflx twtr
    24: Joe Working Out With Spotify; HBO Max Enters Streaming Wars; Facebook Shopping Intent

    Play Episode Listen Later May 22, 2020 29:32


    SPOT, Buy, $190; DIS, Buy, $130; FB, Buy, $244; NFLX, Neutral, SHOP, Buy, $680; $370; CMCSA, Buy, $44; VIAC, Neutral, $19

    fb shop spot dis neutral viac nflx cmcsa
    23: Brace for a Reset in the Upfront; DJ Spotify Mixing It Up; Disney+ Adding Content; Your Next Social: Public Clubhouse or Private Cocoon?

    Play Episode Listen Later May 15, 2020 27:41


    DIS, Buy, $130, CMCSA; Buy, $44; FOXA, Sell, $27; VIAC, Neutral, $19; DISCA, Neutral, $24; SPOT, Buy, $190; FB, Buy, $244; PINS, Neutral, $14

    fb spot dis neutral pins viac foxa cmcsa
    22: Brands Direct Response to COVID, Capital Allocation Evolving with COVID, Shopify Saves Ketchup; Clock Starting on Sports Resuming, PTON Beat and Raise

    Play Episode Listen Later May 8, 2020 26:50


    SHOP, Buy, $860; DIS, Buy, $130; ROKU, Buy, $145; PTON, Buy, $56; SPOT, Buy, $190; CMCSA, Buy, $44; FB, Buy, $244; CHTR, Buy, $620; DISCA, Neutral, $27; FOXA, Sell, $28; MSGN, Neutral, $13; VIAC, Neutral, $19

    fb shop spot roku dis neutral viac foxa cmcsa
    21: Universal vs AMC; Is Flat Ad Spend As Good As It Gets? NASCAR Mid-May Return; Facebook Watch Graduates

    Play Episode Listen Later May 1, 2020 23:47


    CMCSA, Buy, $44; DIS, Buy, $130; NFLX, Neutral, $370; PTON, Buy, $42; FB, Buy, $244; SPOT, Buy, $190; 

    fb spot dis neutral nflx cmcsa
    20: The Essential Non-Essentials Driving the Ecomm Boom; Netflix Sub Beat, Now What?

    Play Episode Listen Later Apr 24, 2020 27:22


    SHOP, Buy, $630; NFLX, Neutral, $370; SNAP, Buy, $18; PTON, Buy, $42; SPOT, Buy, $184; WWE, Buy, $55; TWTR, Neutral, $27, CHTR, Buy, $600; GDDY, Buy, $88; CMCSA, Buy, $51; FB, Buy, $223

    fb wwe shop snap spot neutral nflx twtr cmcsa
    19: NBA, Azure Agreement; Stock Market Carrying Antibodies; NFLX Earnings Next Week; Apple-Google Covid Tracking: End Justify Means?

    Play Episode Listen Later Apr 17, 2020 27:56


    NFLX, Neutral, $370; DIS, Buy, $140; WWE, Buy, $52; CMCSA, Buy, $51; FOXA, Sell, $33; SNAP, Buy, $14

    wwe snap dis neutral nflx foxa cmcsa
    18: Oh, The Places Digital and eCommerce Will Go!; Quibi Launches; Disney+ Continues to Explode

    Play Episode Listen Later Apr 9, 2020 25:17


    DIS, Buy, $140; NFLX, Neutral, $275; PTON, Buy, $42; VIAC, Neutral, $31

    dis neutral viac nflx
    17: PTON COVID-19 Opportunity, New Kids Take OTT Spike Share; Renting > Owning Mobile Network, Should I (Home) Stay or Should I Go Now?

    Play Episode Listen Later Apr 3, 2020 25:40


    PTON, Buy, $42; NFLX, Neutral, $275; DIS, Buy $140; VIAC, Neutral, $31; FOXA, Sell, $33; CMCSA, Buy, $51; FB, Buy, $223; ROKU, Buy, $110; SNAP, Buy $14

    fb snap roku dis neutral viac nflx foxa cmcsa
    16: Evolving Social Consumption; Perfect Time to Launch a New Streaming Service; Big Tech Cred for Economic Help?; Linear TV Revival

    Play Episode Listen Later Mar 27, 2020 22:49


    FB, Buy, $263; CHTR, Buy, $615; SNAP, Buy, $23; CMCSA, Buy, $51; TWTR, Neutral, $36; DIS, Buy, $140, DISCA, Buy, $27; FOXA, Sell, $33; NFLX, Neutral, $275; VIAC, Neutral, $31; WWE, Buy, $52

    fb wwe snap dis neutral viac nflx twtr foxa cmcsa
    15: Hollywood Shut Down and Finally Experiments with Premium VOD; Weighing V-shape vs 18 months; Retail + Travel + Media & Entertainment = 40%

    Play Episode Listen Later Mar 20, 2020 21:06


    DIS, Buy, $140; NFLX, Neutral, $275; FOXA, Sell, $33; VIAC, Neutral, $31; WWE, Buy, $52; CMCSA, Buy, $51; CHTR, Buy, $615; GDDY, Buy, $88 PT; SPOT, Buy, $184 PT; FB, Buy $263 PT; SNAP, Buy, $23 PT; TWTR, Neutral, $36 PT; PINS, Neutral, $26 PT

    fb wwe snap spot dis neutral pins viac nflx twtr foxa cmcsa
    14: Corona Correction or Recession?...What 100 Years Tell Us; Time for Apple to Make a Move for Disney?; Subscribing to GoDaddy and Spotify; Universal Starting a Monsterverse

    Play Episode Listen Later Mar 13, 2020 26:29


    GDDY, Buy, $88 PT; CMCSA, Buy, $51; SPOT, Buy, $184 PT; CHTR, Buy, $615;FB, Buy, $263 PT; NFLX, Neutral, $275; DIS, Buy, $140; DISCA, Neutral, $27

    fb spot dis neutral nflx cmcsa
    13: AVOD 2.0; Roku Originals on Far Off Planet; More RSNs headwinds; Elliott’s Direct Response to Twitter; Bond First Movie to Change Date on COVID-19

    Play Episode Listen Later Mar 6, 2020 26:34


    CMCSA, Buy, $51; VIAC, Buy, $31; FOXA, Sell, $33; NFLX, Neutral, $275; DIS, Buy, $175; ROKU, Buy, $190 PT; TWTR, Neutral, $36 PT; SNAP, Buy, $23 PT

    snap roku dis neutral viac nflx twtr foxa cmcsa
    12: Corona Advertising & Media Thoughts; Streamers Beefing Up; Spotify Showing Podcasts the $$$; Originals Heading to IMDB TV; Publishers Trading Cookies for Subscriptions

    Play Episode Listen Later Feb 28, 2020 26:08


    SPOT, Buy, $184 PT; VIAC, Neutral, $31; TTD, Buy, $202 PT; DIS, Buy, $180 PT; ROKU, Buy $190 PT; CMCSA, Buy, $51 PT; FB, Buy $242 PT; NFLX, Neutral, 275; SNAP, Buy, $23 PT; FOXA, Sell, $33; TWTR, Neutral, $36 PT; CHTR, Buy, $615; PINS, Neutral, $26 PT; DISCA, Neutral, $27 

    fb snap spot roku dis neutral pins viac nflx twtr ttd foxa cmcsa
    11: NFL Rights Deal on the Horizon, FTC Pressures To Pressure Big Tech, DISH-DTV Revival, Roku Misunderstood, Another RSN Blow, Wix Question List

    Play Episode Listen Later Feb 21, 2020 26:54


    NFLX, Neutral, $275; VIAC, Neutral, $38; MSGN, Neutral, $17; DISCA, Neutral, $33; CMCSA, Buy, $51; FB, Buy, $263; ROKU, Buy, $190; WIX, Sell, $102; TTD, Neutral, $188

    fb roku wix neutral viac nflx ttd cmcsa
    10: Shopifying Greenfield, Streaming Share Gains, Criteo Racing, Cable Safe from VZ 5G Home, YouTube Channels, Quack! Quack! Quack!

    Play Episode Listen Later Feb 14, 2020 29:33


    SHOP, Buy, $630; NFLX, Neutral, $275; CRTO, Neutral, $16; DIS, Buy, $180; WIX, Sell, $93; DISCA, Neutral, $33; Roku, Buy, $159; VIAC, Neutral, $38

    shop roku dis wix neutral viac nflx
    9: The One with NFLX Shut Out of the Oscars? Spotify Bringing Cool Back to Audio, Streaming Mighty Mouse, ‘Snap’ping Out of It in 2020, IMDB TV Gets ABC Classics, Pinterest Hits Holiday Trifecta

    Play Episode Listen Later Feb 7, 2020 33:51


    DIS, Buy, $180; NFLX, Neutral, $275; VIAC, Neutral, $38; PINS, Neutral, $26 PT; TWTR, Neutral, $35 PT; SNAP, Buy, $23 PT; SPOT, Buy, $184 PT; CRTO, Neutral, $20 PT; SHOP, Buy, $481 PT; ROKU, Buy $159 PT

    shop snap spot roku dis neutral pins viac nflx twtr
    8: Alexa: What Can I Buy for $5.5M? Barstool Gets a Mark; Facebook Staying Out of Limelight; NFL and YouTube Getting Cozy; Bets on SNAP; AppleTV+ Slow Start

    Play Episode Listen Later Jan 31, 2020 21:25


    FB, Buy, $263 PT; DIS, Buy, $175; SNAP: Buy $21 PT; MSGN, Neutral, $16; TWTR: Neutral $29 PT; FOXA, Sell, $31; WWE, Buy, $77; VIAC, Neutral, $38

    fb wwe dis neutral viac foxa

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