The LightShed Podcast

Episode 139: December 30, 2022


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[0:00] After Midnight.

[1:22] Rich is introduced to the global power crisis.

[5:24] FOX/Flutter Arbitration Will Trigger Final FOX Unwind.

[6:51] Disney Keeps ESPN to Enable it to Buyout Comcast’s Hulu Stake and Win IPL Rights.

[9:38] 5G Wireless Home Broadband Emerges as a Viable Competitor to Cable.

[10:40] Roku Buys Vizio Instead of a Studio.

[12:58] Charter Tiers Sinclair RSNs as Local/Regional Sports Begin OTT.

[15:28] ViacomCBS Acquires Lionsgate.

[17:46] Bobby Kotick Stays at Activision in Perhaps His Last Stand.

[20:28] Amazon’s Disruption Continues, Adding Another Global Operator to Its Cloud

[24:15] The Metaverse Ages Up.

[25:45] Dish Will Finally Merge Its Pay TV Business With DirecTV.

[27:19] Zaslav Comes Out Aggressively as CEO of Warner Bros Discovery.

[29:55] Sunday Ticket Rights Go to Big Tech: Amazon or Apple.

[35:45] IDFA = Investors Don’t Fear Anymore.

[37:59] As Alternative Currencies Emerge, Nielsen Rates Begin to Decline.

[39:06] Music Spreads Across Gaming and the Metaverse Creating Music Label Catalyst.

[40:51] Sports Betting Consolidation Begins as NY State Becomes #1 Market.

[42:52] Blockchain Gaming Gets its First Breakout Hit.

[44:27] Domestic Box Office Finds a New Normal at $8.5-$9 billion, Down 20%+ vs. 2019.

[48:46] Netflix Global Sub Adds Accelerate Back toward Mid-20s.

[50:33] Record Year for Live Events.

[53:13] Apple TV+ Has a Breakout Movie Year.

[54:46] T-Mobile will cave on the Boost MVNO deal.

[55:56] Thank you all.

[56:31] Auld Lang Syne.

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The LightShed PodcastBy LightShed Partners