Podcasts about lightshed partners

John Pollock and Brandon Thurston discuss the latest filings in the ring boy lawsuit, and welcome Brandon Ross and Richard Deitsch. Richard Deitsch from The Athletic joins the show to speak about WWE's transition to Netflix, the impact of the first WrestleMania on the platform, and the brand's popularity while transferring its leadership away from Vince McMahon. Brandon Ross of LightShed Partners discusses the economic impact on the media industry, specifically TKO, as it shops the UFC and WWE streaming rights. 00:00:00 Start00:03:48 WWE, Vince & Linda McMahon respond to ring boy lawsuit00:13:57 Brandon Ross of LightShed Ventures00:41:12 Richard Deitsch from The AthleticRELATED:Vince McMahon & WWE respond to ring boy lawsuitLinda McMahon files motion in ring boy suit Music courtesy: “Panic Beat” by Ben TramerPOST WrestlingSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRMerch: https://store.postwrestling.comTwitter/Facebook/Instagram/YouTube: @POSTwrestlingBluesky: https://bsky.app/profile/postwrestling.comWrestlenomicsSubscribe: https://wrestlenomics.com/podcast/Patreon: https://patreon.com/wrestlenomicsSubstack: https://wrestlenomics.substack.com/Twitter/Facebook/Instagram/YouTube: @WrestlenomicsBluesky: https://bsky.app/profile/wrestlenomics.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

John Pollock and Brandon Thurston discuss the latest filings in the ring boy lawsuit, and welcome Brandon Ross and Richard Deitsch. Richard Deitsch from The Athletic joins the show to speak about WWE's transition to Netflix, the impact of the first WrestleMania on the platform, and the brand's popularity while transferring its leadership away from Vince McMahon. Brandon Ross of LightShed Partners discusses the economic impact on the media industry, specifically TKO, as it shops the UFC and WWE streaming rights. Plus: WWE, Vince, and Linda McMahon issue a motion to dismiss in the Ringboy lawsuit; what effect could the economy have on WWE and UFC; AEW Dynasty notes; merchandise estimates from March; viewership figures; and more.VIDEO VERSION: https://youtube.com/live/dxefGWqDwE8RELATED:Vince McMahon & WWE respond to ring boy lawsuitLinda McMahon files motion in ring boy suit Music courtesy: “Panic Beat” by Ben TramerPOST WrestlingSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRMerch: https://store.postwrestling.comTwitter/Facebook/Instagram/YouTube: @POSTwrestlingBluesky: https://bsky.app/profile/postwrestling.comWrestlenomicsSubscribe: https://wrestlenomics.com/podcast/Patreon: https://patreon.com/wrestlenomicsSubstack: https://wrestlenomics.substack.com/Twitter/Facebook/Instagram/YouTube: @WrestlenomicsBluesky: https://bsky.app/profile/wrestlenomics.comSupport this podcast at — https://redcircle.com/wrestlenomics-radio2532/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's highly anticipated 10/10 We Robot event and what could be announced. Could Optimus have a friend? Could Tesla introduce Full Self-Driving (Supervised) for Tesla Semi? Will the robotaxi be a two passenger vehicle? There are lots of questions that will be answered next week live on the Warner Bros. backlot in Burbank, CA. As Tesla is poised to potentially change the market, Waymo has begun their early rider program in Austin, Texas in a 37 square mile ODD. Next up for early rider, Atlanta. We expect Waymo to begin Atlanta early rider access in November 2024. Then there is Zoox which announced a new partnership with the Vegas Golden Knights and delayed their Vegas robotaxi launch until 2025 as part of the announcement. Wrapping up the episode, Grayson and Walter discuss Xiaodi Hou's new start-up, Bot Auto and Uber Freight's growing role in the autonomous trucking ecosystem. Episode Chapters0:00 10/10 Tesla We Robot Event1:50 Venture Capitalists and Wall Street's Outlook on Autonomy Investments5:25 Perhaps a Two Passenger Tesla Robotaxi?7:06 Tesla Semi10:14 Waymo's Increased Testing of the Zeekr Vehicle 13:18 California's Autonomous Vehicle Bills Vetoed18:20 Waymo Begins Early Rider Access in Austin20:51 Zoox / Golden Knights Partnership 25:25 AVRide26:43 Sidewalk Delivery Bots30:12 Bot Auto33:38 Next WeekRecorded on October 3, 2024--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

John Pollock and Brandon Thurston discuss AEW closing in on its media rights deal with guest Brandon Ross of LightShed Partners.Earlier this week, Puck's John Ourand reported that an announcement of AEW's media rights deal with WBD could be coming as early as next week. Pollock & Thurstom welcome analyst Brandon Ross to discuss the details, AEW's place within WBD's portfolio, SmackDown's exit from Fox, and the success of this past weekend's Noche UFC event at Sphere in Las Vegas.Plus: Return of Saturday Night's Main Event on NBC, SmackDown tops Friday's cable rankings on USA Network, UFC sets its all-time gate record for Sphere event, and NXT moves locations for its October 8 show on CW. RELATED:Zaz On The Ropes (John Ourand, Puck)WWE SmackDown tops prime-time cable rankings (POST Wrestling)UFC sets commercial records at Sphere event (SBJ)NXT St. Louis show relocates to Chesterfield (POST Wrestling)Music courtesy: “Panic Beat” Ben Tramer”POST WrestlingSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRMerch: https://store.postwrestling.comTwitter/Facebook/Instagram/YouTube: @POSTwrestlingWrestlenomicsSubscribe: https://wrestlenomics.com/podcast/Patreon: https://patreon.com/wrestlenomicsTwitter/Facebook/Instagram/YouTube: @WrestlenomicsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

John Pollock and Brandon Thurston discuss AEW closing in on its media rights deal with guest Brandon Ross of LightShed Partners.Earlier this week,  Puck's John Ourand reported that an announcement of AEW's media rights deal with WBD could be coming as early as next week. Pollock & Thurstom welcome analyst Brandon Ross to discuss the details, AEW's place within WBD's portfolio, SmackDown's exit from Fox, and the success of this past weekend's Noche UFC event at Sphere in Las Vegas.Plus: Return of Saturday Night's Main Event on NBC, SmackDown tops Friday's cable rankings on USA Network, UFC sets its all-time gate record for Sphere event, and NXT moves locations for its October 8 show on CW. VIDEO VERSION: https://youtube.com/live/sOJjQYcWUggRELATED:Zaz On The Ropes (John Ourand, Puck)WWE SmackDown tops prime-time cable rankings (POST Wrestling)UFC sets commercial records at Sphere event (SBJ)NXT St. Louis show relocates to Chesterfield (POST Wrestling)Music courtesy: “Panic Beat” Ben Tramer”POST WrestlingSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRMerch: https://store.postwrestling.comTwitter/Facebook/Instagram/YouTube: @POSTwrestlingWrestlenomicsSubscribe: https://wrestlenomics.com/podcast/Patreon: https://patreon.com/wrestlenomicsTwitter/Facebook/Instagram/YouTube: @WrestlenomicsSupport this podcast at — https://redcircle.com/wrestlenomics-radio2532/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Matt is joined by LightShed Partners media analyst Rich Greenfield to break down the latest reports of a meeting between Warner Bros. Discovery CEO David Zaslav and Paramount Global CEO Bob Bakish in New York City to discuss a possible merger. Matt and Rich discuss what a deal would look like between these two legacy companies, how this would affect the streaming and cable networks for both of these companies, and whether or not major mergers in modern Hollywood ever work. Matt finishes the show with a prediction about the weekend box office. For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click here. Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Rich Greenfield Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

John Pollock and Brandon Thurston are joined by Brandon Ross of LightShed Partners to assess the early results of the TKO merger, SmackDown's TV deal, and AEW's TV rights.Plus: John & Brandon react to AEW Collision's all-time low viewership against NXT No Mercy, “Super Tuesday” on October 10, and the impact of Adam Copeland moving to AEW. POST WrestlingSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRMerch: https://store.postwrestling.comTwitter/Facebook/Instagram/YouTube: @POSTwrestlingWrestlenomicsSubscribe: https://wrestlenomics.com/podcast/Patreon: https://patreon.com/wrestlenomicsTwitter/Facebook/Instagram/YouTube: @WrestlenomicsOur Sponsors:* Check out TickPick: https://www.tickpick.com/* Check out eBay: https://www.ebay.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

John Pollock and Brandon Thurston are joined by Brandon Ross of LightShed Partners to assess the early results of the TKO merger, SmackDown's TV deal, and AEW's TV rights.Plus: John & Brandon react to AEW Collision's all-time low viewership against NXT No Mercy, “Super Tuesday” on October 10, and the impact of Adam Copeland moving to AEW. VIDEO VERSION: https://youtube.com/live/Njjf24_rwHYPOST WrestlingSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRMerch: https://store.postwrestling.comTwitter/Facebook/Instagram/YouTube: @POSTwrestlingWrestlenomicsSubscribe: https://wrestlenomics.com/podcast/Patreon: https://patreon.com/wrestlenomicsTwitter/Facebook/Instagram/YouTube: @WrestlenomicsSupport this podcast at — https://redcircle.com/wrestlenomics-radio2532/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Walter Piecyk is a partner at LightShed Partners and GP at LightShed Ventures. He joins Big Technology Podcast for a special episode looking entirely at Apple as the company lost $200 billion in market cap this week. In this episode, we break down Apple's entanglements in China, its expensive share price, and what to expect with next week's iPhone 15 launch. Stay tuned for the second half where we discuss Charter's dispute with ESPN at the end. 

Matt is joined once again by LightShed Partners media analyst Rich Greenfield to discuss the state of Warner Bros. Discovery following the results of the second quarter earnings, as well as Rich's thoughts on Tom Staggs and Kevin Mayer returning to Disney to help Bob Igor with their linear TV platforms. They debate if placing content on a small platform with limited reach hurts the value of the content, the need for better personalization for the Max app, what news could look like on Max, and more. Also, Matt shares his prediction on this weekend's box office by looking at ‘Teenage Mutant Turtles: Mutant Mayhem' and ‘The Meg 2: The Trench.' For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click here. Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Rich Greenfield Producer: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

In a CNBC exclusive interview, Exxon Mobil chairman and CEO Darren Woods discusses the company's quarterly earnings results, which posted an earnings miss but a beat on revenue, rest of the year outlook, and how oil giants fit into the sustainability agenda.Rich Greenfield, LightShed Partners co-founder, discusses Elon Musk's Twitter rebrand, whether it's the right gamble financially, and the state of Meta's Threads app. Plus, Intel's executives discussed AI on the company's quarterly conference call, Twisted Tea is making a comeback, and a Wall Street Journal report about the government's relationship to social media companies has Joe Kernen, Becky Quick, and Andrew Ross Sorkin ‘squawking.'In this episode:Rich Greenfield, @RichLightShedDarren Woods, @exxonmobilAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY

Matt is joined by LightShed Partners media analyst Rich Greenfield to discuss the state of Netflix one year after the Great Netflix Correction plummeted the streaming giant's stock and thrust the streaming world into chaos. They break down the changes Netflix has undergone since its stock crash, including clamping down on password sharing, introducing an advertising tier, reducing its yearly output of movies, and whether any of these changes will be a difference-maker for Netflix. Matt finishes the show by making a prediction for the opening weekend of ‘Evil Dead Rise'. For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click this link: puck.news/thetown Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Rich Greenfield Producer: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

John Pollock and Brandon Thurston welcome Brandon Ross of LightShed Partners with his reaction to the WWE-UFC merger, reaction from Wall Street & the major questions moving forward.The two go over the merger announcement, the many personalities involved, the value Nick Khan has brought to WWE, the volatility of Vince McMahon, WWE's streaming and domestic television rights, the impact the NBA rights could have, the PLE strategy, and next month's WWE earnings call. The LightShed Podcast with Brandon Ross is available on SpotifySubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRMerch: https://store.postwrestling.comTwitter/Facebook/Instagram/YouTube: @POSTwrestlingAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

John Pollock and Brandon Thurston welcome Brandon Ross of LightShed Partners with his reaction to the WWE-UFC merger, reaction from Wall Street & the major questions moving forward.They go over the merger announcement, the many personalities involved, the value Nick Khan has brought to WWE, the volatility of Vince McMahon, WWE's streaming and domestic television rights, the impact the NBA rights could have, PLE strategy, and next month's WWE earnings call.YouTube version: https://youtube.com/live/j9FMcNZ-kB0The LightShed Podcast with Brandon Ross is available on SpotifyPOST WRESTLINGSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRMerch: https://store.postwrestling.comTwitter/Facebook/Instagram/YouTube: @POSTwrestlingWRESTLENOMICSPatreon: https://patreon.com/wrestlenomicsWebsite: https://wrestlenomics.com/Support this podcast at — https://redcircle.com/wrestlenomics-radio2532/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Mega-cap tech has been hanging in there better than most anticipated, says Quint Tatro. He and Jeremy Bryan discuss mega-cap tech investing. Jeremy notes that mega-cap tech may act as a safe space to invest in 2023. He says that Apple (APPL), Microsoft (MSFT), and Nvidia (NVDA) are companies represent "durable growth" that Gradient Investments finds attractive. They note that AAPL was downgraded to sell from neutral by Lightshed Partners. They then go over the outlook for semiconductor stocks, highlighting Nvidia (NVDA). Tune in to find out more about the stock market today.

Matt is joined by Brandon Ross, partner at Lightshed Partners, to discuss the shifting balance of power for regional sports networks, where you can watch your favorite local teams when their games are not airing nationally. The current media landscape is shifting under the RSNs; consolidation and competition from streaming services are threatening the economic viability of their business. Can the local sports networks for the NBA, MLB, and other sports leagues survive this monumental shift in sports viewership? Then, Matt and Craig finish with a prediction about the upcoming comedy ‘Cocaine Bear.' For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click this link: puck.news/thetown Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guests: Brandon Ross Producer: Craig Horlbeck Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

Flight cancellations continue to distrust travelers, and Dennis Tajer, spokesman for the Allied Pilots Association and pilot for American Airlines, is blaming airline management. He claims pilots are being pushed to the edge. In the markets' roughest first half of the year since the 1970s, Netflix was the worst performing stock. It may have come down to their lackluster content, says Rich Greenfield of LightShed Partners. Cynthia Littleton, Variety co-editor-in-chief, joins Rich to discuss how the streamer's innovation might have hit a roadblock. The last time the S&P had it this rough in the first half of the year, Joe Kernen looked like a backup singer for the BeeGees.  In this episode:Rich Greenfield, @RichLightShedCynthia Littleton, @Variety_CynthiaJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @AndrewrsorkinKatie Kramer, @Kramer_Katie

Sheryl Sandberg is stepping down from her post as Meta Platforms Chief Operating Officer after 14 years. Sara Fischer, Axios media reporter, and Rich Greenfield of LightShed Partners, discuss what this means for the Facebook parent's stock and its future in the metaverse. Elon Musk has ignited another debate: returning to work. Commenting on a Twitter post, Musk said that Tesla executives unwilling to return to office work “should pretend to work somewhere else.” Tsedal Neely, Harvard Business School professor and Tom Gimbel, LaSalle Network founder and CEO, debate the value of hybrid work and education. Plus, Jamie Dimon foresees a hurricane, Chipotle is accepting Bitcoin, and President Biden's hoping to move students out—of debt.  In this episode:Sarah Fischer: @sarafischerRich GreenField: @RichLightShedTom Gimbel:@TomGimbelMichael Santoli: @michaelsantoliBecky Quick, @BeckyQuickBrian Sullivan, @SullyCNBCCameron Costa, @CameronCostaNY

Rich Greenfield, Partner and Media and Technology Analyst at LightShed Partners, joins Cross Screen Media CEO Michael Beach to share the bull/bear case for companies like Netflix, Roku, Disney, and Comcast, the future of news, and the challenges of launching an ad-supported streaming offering from scratch.   Want the latest insights from around the video advertising industry? Subscribe to our weekly State of the Screens Newsletter here: https://content.crossscreen.media/sots-newsletter-signup

Rich Greenfield is a founding partner at LightShed Partners, and a preeminent analyst in the tech and media world. He joins Big Technology Podcast this week to discuss why companies like Netflix, Snap, Meta, and Spotify are getting crushed in the public markets. Join us for a discussion about tech stocks that digs into the broader story of what's happening to the global economy.

Ford is cutting 580 U.S. salaried and contract employees as it restructures to focus on EVs. The automaker also reported a net loss of $3.1 billion in the first quarter, largely due the loss in value of a 12% stake in electric vehicle start-up Rivian Automotive. Facebook parent Meta surged 15% after the company reported better-than-expected profit in the first quarter. Rich Greenfield, LightShed Partners co-founder, breaks down how the platform is evolving, and how Mark Zuckerberg's attitude has shifted. Archegos founder Bill Hwang is free on bail after being formally charged over accusations of a massive stock market fraud. Elon Musk's bid for Twitter remains contentious, particularly among employees; Alan Guarino, Korn Ferry vice chairman, Tsedal Neeley, Harvard Business School professor, and CNBC's Jon Fortt discuss Elon Musk's recent tweet criticizing Twitter's top lawyer, and whether Musk's leadership style will drive current Twitter employees away. As a reminder, you can watch Berkshire Hathaway's annual shareholders meeting on April 30 on CNBC.com! The Omaha, Nebraska, event gives shareholders a chance to hear Buffett and Munger discuss investing and their economic and life outlooks.In this episode:Jon Fortt, @jonforttTsedal Neeley, @tsedalRich Greenfield, @RichLightShedAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY

Follow us (and like us!) at Apple Podcasts or wherever you listen to your favorite podcasts, and follow us on Twitter. Also please subscribe to The Ankler at TheAnkler.com for more podcasts and stories like these about the entertainment industry.Today's Hot Seat Podcast is hosted by Richard Rushfield and features special guest, media investor and analyst extraordinaire Rich Greenfield, Partner and TMT Analyst at LightShed Partners and LightShed Ventures.Greenfield has long been one of Netflix's most ardent enthusiasts in the investment community, but in a wide-ranging conversation on the state of the media world, post-Netflix earnings, he's changed his tune.Says Greenfield, “If you think about the sort of rocky road, Netflix was at an all-time high in October or November, and it reminds me of the Ferris Bueller quote — things move fast. You really have got to pay attention because this industry is moving at pretty crazy speed right now.“That's what's so scary. The reality is we coined the term #goodluckbundle cause we saw what was happening to linear television before others. The question now is everyone looked at Netflix, everyone looked at Disney and the success they had and said, ‘Oh my God, this actually isn't as hard as it looks! Wall Street will reward us! We're gonna build this massive streaming juggernaut. We can be like Netflix too!' So everyone's all in on streaming and now you just go, holy crap, that valuation is no longer gonna be possible. Wall Street's not gonna reward us. Our legacy TV business and movie business is actually falling apart faster than we thought, because we've shifted so much content to streaming and change consumer behavior. So you can't go back to the old business. The new business is not economically as compelling as you thought it was. What do we do? Do we just keep plowing into streaming?"RELATED: Disney, DeSantis, and the Plagues of Bob Chapek RELATED: Podcast, Disney, the Heiress and a Hot Mess And in a reversal unthinkable just weeks ago, Greenfield sees the company — now at a bargain market cap of $100 billion — as a possible takeover target for Apple or Amazon, companies he also believes will increase their production spend to capitalize on where Netflix may cut. "If Apple wants to step in, buy it or Disney wants to step in and buy it, I think there are certainly crazier things that have happened and maybe that's the opportunity, right? While I don't think they're looking to be sold and I don't think that's the plan, obviously, I can't imagine everyone is not thinking about if you want to have a 220 million global subscriber business with a growing library with incredible tech talent, there's a way to get it. So again, another reason why people don't just abandon Netflix as a stock is that it's actually gotten to a size where it actually becomes an interesting chess piece."RELATED: Reed and Ted's Very Scary Road Ahead Greenfield also predicts a possible role for Jason Kilar, the streaming age's golden boy, who recently was exited out of WarnerMedia and launched HBO Max."I was just sort of thinking out loud of like, if you were, if you were gonna build an advertising-supported streaming business, who would you call? If you got one call for help, who do you call right now? Why don't you pick up the phone and call Jason Kilar who has an entire team, that's done advertising on streaming, not once but twice. And his entire team is right now sitting on the side.”Still, he scornful of Netflix's new ad push. “It really is surprising that the right answer for Netflix is to cave on their religion of advertising or being anti-advertising. And I think that of everything that happens this week, the one that is by far the scariest, is that they're now coming to the conclusion that advertising might be the only answer.”He continues, “When you think about Netflix and you can go through, you know, hundreds of episodes of content…how many seasons of Grey's Anatomy are there? You know, you can binge through the first three seasons of Stranger Things and you get lost. Without an ad break and the content just auto-plays, you totally get lost.”“As soon as you start putting ad breaks in — and remember, none of the Netflix originals were made [even thinking] about with ad breaks…I don't know if you've watched Hulu with advertising lately. The experience is literally horrible. And so what happens when you see the same ad? You start to go, Oh my God! This is so painful. You start to get mad, maybe you leave the room, maybe you pick up a phone call. All it does is hurt engagement.”Greenfield also points to the central problem Netflix faces — making more strategic and effective choices with programming that keep the audiences more deeply engaged.“For a company that's spending $17 billion on content, the consumer zeitgeist content doesn't seem like there's been enough of it. Sure, Squid Game was amazing, probably the biggest TV show in the world of all time. They had some movies that have been good. Sure. Adam's Project. But things that have really captured the zeitgeist of the nation or of the world, I don't think there's been enough for the amount they're spending...I don't think the Netflix content over the last 12 months has been good enough. And I think that's the problem.” A further concern Greenfield raises: recruiting and retention problems.“I think the real pressure is it hurts morale. When you have a stock that is substantially down, where options are underwater, that's where you start to have morale issues and the risk of losing executives. You know, Netflix was a place everyone wanted to come. Who didn't want to come to Netflix over the last 10 years? It was the hot place to go. And they were basically taking talent left and right. So if your stock's not performing, and that's a large part of your compensation, that's obviously a major issue from a hiring and retention standpoint."Elsewhere in the Streaming Wars, Greenfield sees a world similarly in turmoil, with tough decisions coming. Warner Discovery's shocking move this week to pull the plug on CNN + just three weeks after launch is a harbinger of things to come. "I think it's a little unfair because remember David (Zaslav) is coming in as the Warner Bros. Discovery CEO, and he has cost-cutting targets he has to achieve, that he's given to Wall Street. There is no way CNN+ was in that plan. (It was just] oh my God, this is a bleeding ulcer. Let's just take it out as fast as we humanly can because we have a plan and we need to stick to it for Wall Street."RELATED: Podcast, Warner Bros. Discovery CEO “May Have Hubris, But He's Not Stupid” Listen and subscribe to this podcast on Apple, Spotify or your favorite podcasting app, and remember to subscribe to The Ankler.If you aren't already a paying subscriber, we welcome you to join our community of entertainment insiders.New on The AnklerGreat reads:The Entertainment Strategy Guy examines Reed and Ted's scary road post-earnings.Florida and the Plagues of Bob II: Can an entertainment goliath survive the culture wars? Disney's embattled CEO is finding out.Netflix: The Reckoning. Has the bottom fallen out on the leader of the Streaming War? Analysis from Richard Rushfield.On The Transom: Momoa + Minecraft and is 'Blair Witch' Back?The Glossy looks at Johnny Depp, Will Smith and Fashion's "Morals Clause" Pause.Great listens:Pod: The Streaming Battlefield 2022 features Binge Times author Dawn Chmielewski on Hollywood's battle to take down Netflix (prescient!).Pod: Disney, the Heiress and a Hot MessSubscribe to The OptionistThis week: Finding T. Rex + 7 Great PicksQ&A: Cons are In, Bleak is Out: With projects all over town, Truly Adventurous is changing the journalism x Hollywood playbook This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit theankler.com/subscribe

Tesla CEO Elon Musk purchased a giant stake in Twitter making him the largest outside shareholder in the social media stock, not long after criticizing the company for what he said was its failure to uphold the tenets of free speech. Rich Greenfield, partner and co-founder of LightShed Partners, reacts to Elon Musk's passive stake in Twitter and explains why he thinks Twitter could be an acquisition target—and a buying opportunity for investors. Amazon workers on New York's Staten Island made history after becoming the first group to vote in favor of unionizing at a U.S. facility operated by the country's largest e-commerce company. Mary Kay Henry, president of the Service Employees International Union, or SEIU, reacts to the historic unionization vote and a similar sentiment building among Starbucks baristas. Plus, CNBC's Leslie Picker breaks down the highlights from JPMorgan CEO Jamie Dimon's annual letter to shareholders.In this episode:Mary Kay Henry, @MaryKayHenryRich Greenfield, @RichLightShedLeslie Picker, @LesliePickerAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie

Matt's playing hooky so Gabe and Enrique do a deep dive into Facebook stock with special guests Brett Williams of Unique& and Brandon Ross of Lightshed Partners. Make sure to check out their prior conversation on our Twitter spaces for a limited time only and of course check out the newsletter and our new Mr. Market section.  

This is Jesse Pujji and today we're breaking down The New York Times. Since its founding in 1851, The New York Times has become known as the national “newspaper of record” through its focus on truth seeking and quality journalism. To underline that status, it has won 132 Pulitzer Prizes, almost double its nearest competitor. However, the business behind the Times hasn't always been easy and it has faced several existential threats over its history, most recent of which has come from the internet and digital mediums.   To break down The New York Times, I'm joined by Morning Brew co-founder and host of Founder's Journal and Imposters podcasts, Alex Lieberman. It's particularly interesting to hear a new media operator dissect the heritage and evolution of one of the most storied brands in his industry. Please enjoy this breakdown of The New York Times.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Visible Alpha. The team at Visible Alpha built a platform to analyze consensus data and financial metrics on over 6,000 publicly traded companies. Rather than having to dig through models one by one, Visible Alpha extracts data from every line item across sell-side models so you can better understand expectations on metrics beyond just revenue and earnings. Try Visible Alpha for free by visiting visiblealpha.com/breakdowns   -----   This episode is brought to you by Quartr. With Quartr, you can access conference calls, investor presentations, transcripts, and earnings reports – straight from your pocket. Quartr is 100% free and includes companies from 12 markets including the US, the UK, Canada, India, and all the Scandanavian countries. Quartr is available for both iOS and Android, so check out the app today.   -----   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss   Show Notes [00:02:55] - [First question] - What The New York Times is as a business [00:04:35] - Snapshot of the scale of The New York Times and it's readership [00:08:06] - The origin story of The New York Times and becoming a national news source [00:11:40] - How the business is distinctive being family-run for five generations [00:15:00] - Unpacking the shift from physical to digital and how it impacted their numbers [00:20:00] - Course correcting after the first few years of their digital strategy not succeeding as anticipated [00:23:43] - The cost of sales and the margins of the business and growth levers [00:27:47] - Revenue differences between advertising and subscriptions  [00:29:37] - What does their non-digital advertising business look like [00:31:43] - The biggest levers for growing the topline and bottomline of the business [00:35:18] - Acquiring Wirecutter & historical M&A performance [00:37:57] - Other categories and businesses that help build a bigger audience [00:42:00] - Differences between the Netflix and New York Times subscription models [00:44:37] - Leaning into world events and politics [00:48:22] - Macro factors and specific things that would lead to reaching their subscriber goal in the future [00:51:10] - Mistakes and threats that could negatively impact their goals [00:55:43] - Biggest lessons for builders, entrepreneurs, executives and investors [00:58:30] - Learn more about the New York Times; Peter Kafka, Rich Greenfield, Lightshed Partners

George Tsilis breaks down his Friday overlooked stocks, with STMicroelectronics as the first name, rising sizably following its earnings and sales beat Thursday. Chargepoint jumped over 10% after a JPMorgan analyst called the stock's recent pullback a good entry point. And Tsilis looks at FuboTV gaining over 11% in Friday's session after Lightshed Partners upgrades the shares to neutral from sell, despite its recent weakness.

It's hard to imagine TV shows or movies captivating our nation the way they used to, which is a shame, because we've never needed something to bring us together like we do today. Sure, there are shows like Squid Game and Ted Lasso, but a third of Americans don't have Netflix and many more don't have Apple TV+. It makes you wonder if entertainment does more to divide us — both because of how fragmented it is and how it's deliberately engineered to appeal to specific segments of the population. So where does it all leave us? In this episode of The Dumbest Guy in the Room, Axios Media Reporter Sara Fischer and Rich Greenfield of LightShed Partners join CivicScience CEO John Dick to discuss the present and future of everything from the news to the movies to the metaverse — whatever that is.

Guy, Dan and Danny discuss the everything rally (3:05), Chinese stocks rebounding (13:36), DraftKings' Simplebet bid (18:04), and bitcoin's 60% rally off its summer lows (19:57). The co-hosts interview Rich Greenfield of Lightshed Partners (28:06) and talk about his short AMC call (33:11), his venture into the metaverse (41:14), and the streaming wars (45:50). Click here for Guy Adami's favorite Rolling Stones songs.  ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia

Hello 通勤家族，在 2021/09/13前，請幫忙先分享連結，然後花 2 分鐘協助填寫問卷，即可免費拿到我特製的「#英語跟讀包-面試篇 (電子檔)」，並有機會免費獲得這堂課程唷～　 立即填寫問卷： https://15minsengcafe.pse.is/pquiz 備註：『#英語跟讀包-面試篇 (電子檔) 』 統一於 09/13 後一週內寄出，請確實填寫 Email -------- 每日英語跟讀 Ep.K186: ‘Black Widow' Gives a Taste of How Theaters and Streaming Can Coexist   There has been a lot of hand-wringing about the demise of movie theaters over the past year and a half, and for good reason. Most were closed for at least a few months during the height of the pandemic. Companies like the Walt Disney+ Co., NBCUniversal, WarnerMedia and Viacom have started to prioritize streaming for their films, in part to bolster subscriber interest in their own Netflix-style platforms. 過去一年半，許多人擔心電影院走入歷史，而且這樣想有充分理由。在新冠肺炎疫情高峰期，多數戲院關了至少幾個月。迪士尼、NBC環球、華納媒體與維亞康姆等公司開始讓影片優先在類似Netflix的自家影音串流平台上架，部分是為了衝高訂閱數。 Over the weekend came evidence that, at least for the biggest franchise films and with a carefully calibrated pricing strategy, theatrical distribution and streaming can coexist. 上個周末的事實證明，在定價策略精準的情況下，院線發行和串流可以共存，至少對最知名的幾個系列電影是如此。 At least for now. 至少現在如此。 “Black Widow,” a long-delayed Marvel movie, collected about $80 million in the U.S. and Canada from Thursday night to Sunday for Disney. Overseas, the superhero movie sold an additional $78 million in tickets. That means that, in total, roughly 17 million people went to see the movie in a theater, according to Rich Greenfield, a founder of the LightShed Partners research firm. 延後多時才上映的漫威電影「黑寡婦」，周四晚間至周日在美國與加拿大為迪士尼賺進約8000萬美元票房收入。在海外，這部超級英雄電影票房收入7800萬美元。研究機構LightShed Partners創辦人葛林菲德指出，這意味共有約1700萬人到戲院看電影。 Disney also made “Black Widow” available on its Disney+ streaming service, which has more than 100 million subscribers worldwide. Subscribers could instantly watch the film (and have permanent access to it) for a $30 surcharge. Disney said Sunday that Disney+ generated about $60 million from “Black Widow” orders over the weekend. Greenfield said that figure equated to about 2 million transactions and about $48 million in revenue for Disney after streaming partners had taken their cut. 迪士尼也讓黑寡婦在全球訂戶超過一億的自家串流平台Disney+上架，訂戶額外付30美元，就能立刻並永久收看。迪士尼周日表示，黑寡婦上個周末讓Disney+進帳約6000萬美元。葛林菲德說，這個數字相當於200萬筆交易，扣除串流夥伴分得的收入，迪士尼可得到約4800萬美元。 There are several takeaways. “Imagine being a theater owner and realizing studios need you less and less everyday,” Greenfield wrote on Twitter. “Leverage is shifting rapidly in the streaming era toward the studios.” 從這件事能汲取一些要點。葛林菲德在推特上寫道：「想像你是電影院老闆，你會發現製片廠愈來愈不需要你。在串流時代，權力正快速轉移到製片廠手上。」 On the other hand, the fact that 17 million people decided to leave their bubbles and go sit with strangers in a theater — amid rising coronavirus infections, the result of the delta variant — when they could just push a button in their living rooms is nothing to sneeze at. For now, theatrical distribution remains a major revenue generator and cannot be ignored if studios want to make money on big-budget spectacles. 另一方面，新冠病毒Delta變異株肆虐引發病例增加之際，人們明明可以在自家客廳按鈕收看，卻有1700萬人決定放棄與世隔絕，到電影院跟陌生人坐在一起，這不是小數目。目前如果製片廠想在高成本大片賺錢，院線發行仍是不能忽視的主要收入來源。Source article: https://udn.com/news/story/6904/5623457

In today's episode of compounding lifestyle,#AMCArmy / #AMC100K , Revisiting Stock Picks, And A Few Tips $VIAC $AMC. AMC stock roars amid boost from Reddit, meme stock squeeze. Shares of AMC Entertainment Holdings Inc. AMC, +7.47% rallied 3.3% in premarket trading, putting them on track to stretch their winning streak to seven sessions. That would be the longest win streak for the movie theater operator's stock since the seven days ending July 17. The stock had run up 44.2% over the past six sessions, which was the longest win streak since the six-day streak ended July 31. The so-called "meme" stock has received a boost amid renewed interest by retail investors, as MarketWatch's Thornton McEnery reported. Meanwhile, fellow "meme" stock GameStop Corp. GME, +12.93% fell 0.1% ahead of Monday's open. During AMC's latest win streak, GameStop's stock has slipped 0.7% and the S&P 500 SPX, -0.25% has given up 0.7%. The push for AMC stock today comes along with a new hashtag: #AMC100K. This is yet another short squeeze attempt from investors in AMC Entertainment. The goal is to squeeze out hedge funds and send the price of the stock soaring too, well, $100K.The attempt to send AMC stock soaring today do have it seeing heavy trading in the early morning. As of this writing, more than 38 million shares have changed hands. For perspective, the stock's daily average trading volume is 91.3 million shares. Unfortunately, that heavy movement isn't transferring over to major gains in price. AMC stock is only up about 2.1% Friday morning, which has it trading at roughly $13 per share. Those apes still have a long way to go before they reach #AMC100K. AT&T-Discovery deal puts pressure on streaming video rivals. AT&T Inc's $43 billion deal on Monday to spin out its WarnerMedia business and combine it with Discovery Inc was among the most ambitious yet in the streaming era. Media bankers and analysts said it will not be the last. The agreement adds Discovery's 15 million subscribers to the 64 million subscribers that WarnerMedia's HBO Max has globally. The size of the subscriber base drives revenue and the budget for new content. The bigger scale of the combined company gives it a fighting chance against Netflix Inc and Walt Disney Co., which have 207.6 million and 103.6 million subscribers, respectively. But the deal leaves the remaining streaming players -- notably ViacomCBS Inc and Comcast Corp's NBCUniversal -- vulnerable.NBCUniversal could look toward acquiring movie studios MGM or Lionsgate, but those alternatives do not have the scale that a WarnerMedia deal would have had, Rich Greenfield, partner, and analyst at LightShed Partners, wrote on Monday. MGM has been exploring a sale that could value the studio at over $5 billion, Reuters reported earlier this year. $ARKX $XOM $TSLA $AAL $BNGO $MARA $O $CRWD $FB $AAPL $FCEL $MGM $GOOGL $EZGO $SHOP $MTCH $DIS $PDD $ $TWTR $AMZN $EBET $PLTR $BFLY $ENZC $GM $ABNB $BUZZ $PTON $TDOC $DDD $U Bitcoin Ethereum, Stellar Control the Cash balance today and position yourself accordingly. Let's GO!!!!! Research Links: www.Finviz.com www.Nasdaq.com Learn more about options: https://tinyurl.com/Compounding-Lifestyle Music-Footprints-Playglenthomas Voice Mail link, show us some love, call in to ask questions: https://anchor.fm/compounding-lifestyle/message (copy/paste the URL) Robinhood link: https://join.robinhood.com/arristw DISCLAIMER: These Podcasts are for educational purposes only. Nothing in this podcast should be construed as financial advice or a recommendation to buy or sell any sort of security or investment. Consult with a professional financial advisor before making any financial decisions. Do your research and due diligence --- Send in a voice message: https://podcasters.spotify.com/pod/show/compounding-lifestyle/message Support this podcast: https://podcasters.spotify.com/pod/show/compounding-lifestyle/support

In a surprise move, AT&T has announced a $43 billion deal to merge WarnerMedia with Discovery Inc. Joe, Becky, and Andrew digest the news and what it means for media, from Hollywood to Wall Street. Media watcher and LightShed Partners co-founder Richard Greenfield considers content and business possibilities for the new entity and explains how he sees the deal affecting HBO Max and Discovery Plus subscribers. Plus, the “new” normal is finally on its way: former FDA Commissioner Dr. Scott Gottlieb says that by June, most Americans won’t be wearing masks, and vaccinated people have very little reason to continue wearing them.

Gary & Kyle are joined by Walter Piecyk (@WaltLightShed) a TMT Analyst at LightShed Partners to talk NFL rights deals, the Birds, ESPN, Barstool Sports & Bleacher Reports sports media future, and are aliens pretenders or contenders plus more. Subscribe, Rate, Review and tell a friend to tell a friend. _________________________________________ SUPPORT OUR SPONSORS (all money goes to making the show better)

On this week's Brand Story, Inc., we're joined by Rich Greenfield of Lightshed Partners, who offers an industry veteran's take on connected TV and the current cold war being waged for your attention in a saturated media marketplace.

Stream Wars and the Future of TV draws observations about the current state of TV from the perspectives of the consumer, the media companies, and the digital challengers, and examines strategies that legacy media and advertising players need to adopt in order to survive their existential battle with big tech. It's 90 minutes of insights and fun! Guest Speaker: Rich Greenfield, LightShed Partners