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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.
April 09, 202018: Oh, The Places Digital and eCommerce Will Go!; Quibi Launches; Disney+ Continues to ExplodeDIS, Buy, $140; NFLX, Neutral, $275; PTON, Buy, $42; VIAC, Neutral, $31...more26minPlay
April 03, 202017: PTON COVID-19 Opportunity, New Kids Take OTT Spike Share; Renting > Owning Mobile Network, Should I (Home) Stay or Should I Go Now?PTON, Buy, $42; NFLX, Neutral, $275; DIS, Buy $140; VIAC, Neutral, $31; FOXA, Sell, $33; CMCSA, Buy, $51; FB, Buy, $223; ROKU, Buy, $110; SNAP, Buy $14...more26minPlay
March 27, 202016: Evolving Social Consumption; Perfect Time to Launch a New Streaming Service; Big Tech Cred for Economic Help?; Linear TV RevivalFB, Buy, $263; CHTR, Buy, $615; SNAP, Buy, $23; CMCSA, Buy, $51; TWTR, Neutral, $36; DIS, Buy, $140, DISCA, Buy, $27; FOXA, Sell, $33; NFLX, Neutral, $275; VIAC, Neutral, $31; WWE, Buy, $52...more23minPlay
March 20, 202015: Hollywood Shut Down and Finally Experiments with Premium VOD; Weighing V-shape vs 18 months; Retail + Travel + Media & Entertainment = 40%DIS, Buy, $140; NFLX, Neutral, $275; FOXA, Sell, $33; VIAC, Neutral, $31; WWE, Buy, $52; CMCSA, Buy, $51; CHTR, Buy, $615; GDDY, Buy, $88 PT; SPOT, Buy, $184 PT; FB, Buy $263 PT; SNAP, Buy, $23 PT; TWTR, Neutral, $36 PT; PINS, Neutral, $26 PT...more22minPlay
March 13, 202014: Corona Correction or Recession?...What 100 Years Tell Us; Time for Apple to Make a Move for Disney?; Subscribing to GoDaddy and Spotify; Universal Starting a MonsterverseGDDY, Buy, $88 PT; CMCSA, Buy, $51; SPOT, Buy, $184 PT; CHTR, Buy, $615;FB, Buy, $263 PT; NFLX, Neutral, $275; DIS, Buy, $140; DISCA, Neutral, $27...more27minPlay
March 06, 202013: AVOD 2.0; Roku Originals on Far Off Planet; More RSNs headwinds; Elliott’s Direct Response to Twitter; Bond First Movie to Change Date on COVID-19CMCSA, Buy, $51; VIAC, Buy, $31; FOXA, Sell, $33; NFLX, Neutral, $275; DIS, Buy, $175; ROKU, Buy, $190 PT; TWTR, Neutral, $36 PT; SNAP, Buy, $23 PT...more27minPlay
February 28, 202012: Corona Advertising & Media Thoughts; Streamers Beefing Up; Spotify Showing Podcasts the $$$; Originals Heading to IMDB TV; Publishers Trading Cookies for SubscriptionsSPOT, Buy, $184 PT; VIAC, Neutral, $31; TTD, Buy, $202 PT; DIS, Buy, $180 PT; ROKU, Buy $190 PT; CMCSA, Buy, $51 PT; FB, Buy $242 PT; NFLX, Neutral, 275; SNAP, Buy, $23 PT; FOXA, Sell, $33; TWTR, Neutral, $36 PT; CHTR, Buy, $615; PINS, Neutral, $26 PT; DISCA, Neutral, $27 ...more27minPlay
February 21, 202011: NFL Rights Deal on the Horizon, FTC Pressures To Pressure Big Tech, DISH-DTV Revival, Roku Misunderstood, Another RSN Blow, Wix Question ListNFLX, Neutral, $275; VIAC, Neutral, $38; MSGN, Neutral, $17; DISCA, Neutral, $33; CMCSA, Buy, $51; FB, Buy, $263; ROKU, Buy, $190; WIX, Sell, $102; TTD, Neutral, $188...more27minPlay
February 14, 202010: Shopifying Greenfield, Streaming Share Gains, Criteo Racing, Cable Safe from VZ 5G Home, YouTube Channels, Quack! Quack! Quack!SHOP, Buy, $630; NFLX, Neutral, $275; CRTO, Neutral, $16; DIS, Buy, $180; WIX, Sell, $93; DISCA, Neutral, $33; Roku, Buy, $159; VIAC, Neutral, $38...more30minPlay
February 07, 20209: The One with NFLX Shut Out of the Oscars? Spotify Bringing Cool Back to Audio, Streaming Mighty Mouse, ‘Snap’ping Out of It in 2020, IMDB TV Gets ABC Classics, Pinterest Hits Holiday TrifectaDIS, Buy, $180; NFLX, Neutral, $275; VIAC, Neutral, $38; PINS, Neutral, $26 PT; TWTR, Neutral, $35 PT; SNAP, Buy, $23 PT; SPOT, Buy, $184 PT; CRTO, Neutral, $20 PT; SHOP, Buy, $481 PT; ROKU, Buy $159 PT...more34minPlay
FAQs about Lean Back with Mark & Bernie:How many episodes does Lean Back with Mark & Bernie have?The podcast currently has 58 episodes available.