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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... more
FAQs about Lean Back with Mark & Bernie:How many episodes does Lean Back with Mark & Bernie have?The podcast currently has 58 episodes available.
June 19, 202028: Spotify’s Exclusive Binge; Gym Shutdowns Strong Read to PTON; Management Teams Optimistic on Advertising ReturnSPOT, Buy, $275; PTON, Buy, $56...more17minPlay
June 12, 202027: NFLX Password Sharing Crackdown; Roku Now Shopping for CPG; AMC Goes A La Carte; Facebook Top Gun Gets His Wings Back; Upfront CautionNFLX, Neutral, $370; DIS, Buy, $130; DISCA, Neutral, $24; CHTR, Buy, $620; CMCSA, Buy, $44; PTON, Buy, $56; Roku, Buy, $145; Facebook, Buy $244...more28minPlay
June 05, 202026: Roku LIVEning Things Up + TV Upfront Guarantees; More Bullish on PTON; NBA Coming BackRoku, Buy, $145; PTON, Buy, $56; DIS, Buy, $130 ...more26minPlay
May 29, 202025: HBO Min? Trump Taps FCC and FTC for Freedom of Tweets; Snapchat Takes Page from WeChat’s Mini Money MakerDIS, Buy, $130; NFLX, Neutral, $370; PTON, Buy, $56; TWTR, Neutral, $27; SNAP, Buy $18...more30minPlay
May 22, 202024: Joe Working Out With Spotify; HBO Max Enters Streaming Wars; Facebook Shopping IntentSPOT, Buy, $190; DIS, Buy, $130; FB, Buy, $244; NFLX, Neutral, SHOP, Buy, $680; $370; CMCSA, Buy, $44; VIAC, Neutral, $19...more30minPlay
May 15, 202023: Brace for a Reset in the Upfront; DJ Spotify Mixing It Up; Disney+ Adding Content; Your Next Social: Public Clubhouse or Private Cocoon?DIS, Buy, $130, CMCSA; Buy, $44; FOXA, Sell, $27; VIAC, Neutral, $19; DISCA, Neutral, $24; SPOT, Buy, $190; FB, Buy, $244; PINS, Neutral, $14...more28minPlay
May 08, 202022: Brands Direct Response to COVID, Capital Allocation Evolving with COVID, Shopify Saves Ketchup; Clock Starting on Sports Resuming, PTON Beat and RaiseSHOP, Buy, $860; DIS, Buy, $130; ROKU, Buy, $145; PTON, Buy, $56; SPOT, Buy, $190; CMCSA, Buy, $44; FB, Buy, $244; CHTR, Buy, $620; DISCA, Neutral, $27; FOXA, Sell, $28; MSGN, Neutral, $13; VIAC, Neutral, $19...more27minPlay
May 01, 202021: Universal vs AMC; Is Flat Ad Spend As Good As It Gets? NASCAR Mid-May Return; Facebook Watch GraduatesCMCSA, Buy, $44; DIS, Buy, $130; NFLX, Neutral, $370; PTON, Buy, $42; FB, Buy, $244; SPOT, Buy, $190; ...more24minPlay
April 24, 202020: The Essential Non-Essentials Driving the Ecomm Boom; Netflix Sub Beat, Now What?SHOP, Buy, $630; NFLX, Neutral, $370; SNAP, Buy, $18; PTON, Buy, $42; SPOT, Buy, $184; WWE, Buy, $55; TWTR, Neutral, $27, CHTR, Buy, $600; GDDY, Buy, $88; CMCSA, Buy, $51; FB, Buy, $223...more28minPlay
April 17, 202019: NBA, Azure Agreement; Stock Market Carrying Antibodies; NFLX Earnings Next Week; Apple-Google Covid Tracking: End Justify Means?NFLX, Neutral, $370; DIS, Buy, $140; WWE, Buy, $52; CMCSA, Buy, $51; FOXA, Sell, $33; SNAP, Buy, $14...more28minPlay
FAQs about Lean Back with Mark & Bernie:How many episodes does Lean Back with Mark & Bernie have?The podcast currently has 58 episodes available.