Next TMT Talks

Charlie Ergen gets set to chuck quarterly earnings, Wall Street disses another great quarter from The Trade Desk, and YouTube and Disney take our sports off the air like they just don't care


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David Bloom and Daniel Frankel return with a packed episode of Next TMT Talks, breaking down the week’s biggest stories across tech, media & telecom.

💥 In this episode:
Disney vs YouTube TV: 10 million viewers lose ESPN & ABC as the carriage standoff drags on.
Sinclair & Nexstar’s next move: Local broadcast mergers and the FCC’s ownership caps.
Disney fires its bookie: ESPN Bet flops — DraftKings and prediction markets move in.
The Trade Desk’s “great quarter, bad stock” moment — and what Ventura TV OS really means for ad tech.
Xperi’s TiVo One push and the scramble for connected TV OS market share.
Grand Theft Auto 6 delay & why gaming still outpaces Hollywood.
Apple TV’s Pluribus & the Breaking Bad legacy.
• Remembering Paul Tagliabue and the NFL’s broadcast power.

🎙 Hosted by David Bloom & Daniel Frankel
🗞 Subscribe free → https://nexttmt.com
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chapters:

00:00 Intro

02:08 Disney vs. YouTube TV

06:17 The Blame Game: Disney vs. YouTube TV

08:06 Disney, Betting and Draft Kings, Fan Duel etc.

10:39 Sinclair and Nexstar's plans to Borg the rest of localbroadcast television

13:49 The Evolution of Local Broadcast Television

16:03 Dhar Mann's Sean Atkins points out what went wrongwith legacy media;

20:57 The Trade Desk's really good quarter, and reallycrummy Wall Street prospects;

23:50 The Evolution of TV Platforms

24:12 Ventura competitors, Xperi

26:33 A Cable Provider That's Not Charter

29:38 The Anticipation of Grand Theft Auto VI

32:20 Pluribus, the new Vince Gilligan show on Apple TV, ishere

34:39 Emerging Commentary and Community Engagement

36:28 Former NFL Commissioner Paul Tagliabue dies at 84

...more
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Next TMT TalksBy Next TMT