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Lean Back with Mark & Bernie episodes
- 58: The Roku Channel Cracking Code in Exclusive Crime Series; Netflix Getting Tougher on Password Sharing?NFLX, Neutral, $450; Roku, Buy $56020 min
- 57: NFL Renewal Industry Implications; Prime Video or ESPN+ Sunday Ticket?DIS, Buy, $220; FOXA, Sell, $25; ROKU, Buy $56014 min
- 56: Sports Betting Copy Cat Acquisition Strategy; Row, Row To Roku: How It “Ads” Up For Big MediaCMCSA, Buy, $56; DKNG, Buy, $65; PENN, Buy, $115; ROKU, Buy $42017 min
- 55: Spotify Walled In or Out; NFLX Cash Flow Evolution vs Inflection Point; NBA Ratings Surge; LA Port Congestion Pressing OnNFLX, Neutral, $450; PTON, Buy, $186; SPOT: Buy, $39019 min
- 54: Most Streamed Content of 2020, Twitter’s Blockchain Conundrum, Oregon Sports Betting ImplicationsDIS, Buy, $210; DKNG, Buy, $65; NFLX, Neutral, $425; PENN, Buy, $115; TWTR, Neutral, $3920 min
- 53: Amazon-Roku Courting Cord-Cutters; Netflix Churn ConcernsDIS, Buy, $210; NFLX, Neutral, $425; ROKU, Buy, $42020 min
- 52: NY Sports Betting Odds Increasing; Movie Permanence Coming to Your CTV Living RoomDIS, Buy, $155; DKNG, Buy, $65; NFLX, Neutral, $400; PENN, Buy, $90; ROKU, Buy $26018 min
- 51: Amazon ‘Wondery’ing Many Ways to Lever Pods?; Sunday Ticket SuitorsCMCSA, Buy, $54; DIS, Buy, $155; VIAC, Neutral, $30; SPOT, Buy, $32520 min
- 50: Can Wonder Woman Bring Roku-HBO Max Together?; Malone Opines on Media DTC FutureCMCSA, Buy, $54; DIS, Buy, $155; ROKU, Buy, $26017 min
- 49: vMVPD Taking Share, What’s Next?; Dunkin Donut Baristas and The New Age of InfluencersDIS, Buy, $155; DKNG, Buy, $65; PENN, Buy, $90; SNAP, Buy, $50; FB, Buy, $32517 min
About Lean Back with Mark & Bernie
From the publisher's feed
Research Analysts Mark Zgutowicz covering Internet and Bernie McTernan covering Consumer Tech 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 Back