2025-10-10
You could make an argument that short (and increasingly medium) form vertical content is increasingly supplanting established long form TV horizontal content, aside from live sports, of course...
Bloomberg
Adam Mosseri says Instagram is exploring building a TV app as part of a deeper video push, but isn't interested in licensing live sports or Hollywood content
BEFORE they go into TVs → Meta's mobile RPMH hit $207 globally in Q2, competitive with Netflix's $229... @richlightshed : 🔥 “GenAI will bring the cost of producing content to zero”...
2023-10-11
That's like one whole MLS!!
Bloomberg
Apple spent $200M to $250M on Killers of the Flower Moon, debuting October 20, the first test of Apple's plans to spend $1B per year on movies for theaters
Bloomberg :
2023-04-19
It's a mature business in the U.S. All of streaming probably is...That's the core problem for all media and media wanna be's...The narrative of endless growth was wrong...Welcome to your new lower margin-hard to scale-high priced-super competitive media distribution system... https://twitter.com/...
Reuters
Netflix Q1: revenue up 4% YoY to $8.16B, 1.8M paid net additions, vs. 2.06M est. and -0.2M in Q1 2022, and global streaming paid memberships up 5% YoY to 232.5M
Netflix Inc (NFLX.O) on Tuesday reported first-quarter revenue and earnings roughly in line with Wall Street expectations …
2022-07-25
The value & utility of Sunday Ticket has evolved. The NFL's challenge in closing a deal is a tell. Learning of yet another bid that can't win the rights outright (Google) gives insight into where NFL is at matching what it wants to get vs. what's being offered. We'll see.. https://twitter.com/...
New York Times
How Apple, Amazon, and Google are trying to win live sports streaming rights by persuading skeptical leagues to switch from traditional TV and cable networks
but not on your TV Tim Baysinger / Axios : Google makes NFL Sunday Ticket a three-way race Mike Florio / NBCSports.com : Report: Google has made a bid for Sunday Ticket Jose Montes...