After years of losses, is streaming finally becoming a sustainable business?

On this episode of Next TMT Talks, David Bloom and Daniel Frankel break down the biggest stories shaping the technology, media, and entertainment industries. They examine David Ellison's vision for CBS News and CNN as the Paramount-Skydance merger moves forward, why streaming services are finally posting meaningful profits, and what Spider-Man's record-breaking box office success says about the future of movie theaters.

The conversation also explores Disney's evolving streaming strategy, Scripps' AI-driven newsroom layoffs, SpaceX's latest earnings report and Starlink's expansion plans, plus the week's most anticipated streaming releases—including the return of Ted Lasso.

In This Episode

Subscribe to Next TMT Talks for twice-weekly conversations covering the biggest developments in technology, media, telecom, streaming, AI, and the business of entertainment.

Roy Chua joins Dan Jones to break down the latest US policy moves, satellite D2D realities, and the ROI on enterprise AI.

In This Episode:

This week on the podcast, Dan Jones sits down with Roy Chua, Founder and Principal at AvidThink, to analyze the major policy shifts, market moves, and spectrum battles shaping the tech and telecom landscape.

Here’s what we dive into:

Is the AI Bubble About to Burst? Oracle, Warner Bros., FIFA & Hollywood's Biggest Risks | Next TMT Talks

Is the AI investment boom reaching a breaking point?

This week on Next TMT Talks, David Bloom and Daniel Frankel examine the growing cracks in the AI economy, Oracle's massive debt-fueled gamble on AI infrastructure, and what it could mean for the proposed Warner Bros. Discovery–Paramount merger.

We also dive into:

If you work in media, streaming, AI, entertainment, sports, or technology, this episode connects the dots between Wall Street, Silicon Valley, and Hollywood in ways few others do.

Subscribe for twice-weekly conversations on the future of media, technology, telecom, streaming, AI, advertising, and sports business.

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Timestamps
00:00 Is the AI bubble starting to crack?
00:46 Oracle's debt and AI infrastructure gamble
04:00 Could Oracle's problems affect the Warner-Paramount merger?
12:55 Will the merger actually save Hollywood?
18:00 RFK Jr., Dana Bash & media accountability
24:00 The influencer economy is changing
30:30 FIFA's private equity controversy
37:20 Netflix's stolen movie lawsuit
43:00 Final thoughts

#AI #Oracle #LarryEllison #OpenAI #Hollywood #WarnerBros #Paramount #Streaming #Media #Technology #Netflix #FIFA #SportsBusiness #WallStreet #NextTMT

YouTube is making one of its biggest streaming moves yet by adding Peacock Premium to YouTube Premium—but is this the beginning of a new era of streaming bundles?

This week, David Bloom and Daniel Frankel unpack what the deal means for YouTube, NBCUniversal, and the future of premium video. They also dive into DAZN's growing ambitions in U.S. sports as it positions itself to become a major technology partner for the NBA following the collapse of regional sports networks.

Plus:

If you work in media, streaming, sports, or entertainment, this episode delivers the context behind the week's biggest headlines—and what they mean for the future of the industry.

Hosts: David Bloom & Daniel Frankel

Subscribe to the Next TMT newsletter: https://nexttmt.com

#NextTMT #Streaming #YouTube #Peacock #DAZN #NBA #Paramount #MediaBusiness

In this flagship edition of Next TMT Talks, David Bloom and Daniel Frankel dive into the latest tectonic shifts across technology, media, and telecom. From streaming market share reality checks to pricing surges and legal battles, here is what’s driving the conversation this week:

FAST Sports, Merger Wars, Christopher Nolan's Odyssey, & Love Island’s $77M Prediction Craze!

David Bloom and Daniel Frankel are back to break down the latest chaotic shifts across technology, media, and telecom. In this episode, the duo dives into the legal drama surrounding the Warner Bros.-Paramount merger. With antitrust regulations taking center stage, they debate whether a forced divestiture of CNN is the ultimate leverage needed to push the $6.2 billion deal across the finish line.

Next, they analyze Versant Media’s massive play to transform Fandango into a free, ad-supported streaming television (FAST) giant—leveraging more than 300 live Bundesliga matches and an impressive sports portfolio to challenge Tubi and Roku.

They also discuss the massive pre-sales for Christopher Nolan’s blockbuster Odyssey, New York’s historic one-year moratorium on data centers, and the wild reality of prediction markets as fans pour $77 million into betting on... Love Island?

Key Topics Covered:

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As paid streaming services continuously hike prices, inflation-weary consumers are shifting how they balance their entertainment budgets. In this episode of Next TMT Networks, host Daniel Frankel sits down with Jason Platt Zolov, senior consultant for Hub Entertainment Research, to break down their latest tracking study, "How to Monetize Video."

Discover why price sensitivity is skyrocketing, how live sports streaming expectations have doubled, why younger (and older) audiences are leaning heavily into free ad-supported streaming TV (FAST) platforms like Roku and Tubi, and how modern bundling strategies are helping premium platforms curb churn.

Learn more about Hub Entertainment Research: https://hubresearchllc.com/

Subscribe to Next TMT for more tech, media, and telecom insights: www.nexttmt.com

Netflix is rethinking its original programming strategy as audiences consume content differently—and that's just one of the major stories reshaping media this week.

In this episode of Next TMT Talks, David Bloom and Daniel Frankel break down:

Why World Cup TV rights could become the biggest bidding war in sports media
Netflix's shift toward shorter-form and more efficient programming
What the Sun Valley conference signals for media and tech executives
Emmy nominations and the streaming awards race
Xbox's biggest strategic reset yet
SpaceX's plan to dramatically expand satellite deployment
What Dish Network's bankruptcy means for the pay TV industry
Plus the latest trends across streaming, technology, media, and telecom.

If you work in media, streaming, advertising, or tech, subscribe for weekly analysis from industry veterans David Bloom and Daniel Frankel.

👍 Like • Comment • Subscribe for new episodes every week.

#Netflix #Streaming #Media #WorldCup #SportsMedia #Technology #NextTMT

00:00 World Cup Ratings and Media Landscape
03:08 Netflix's Programming Shift and Viewer Engagement
06:05 The Impact of Competition on Netflix
08:55 The Future of Sports Broadcasting Rights
12:07 The Role of Advertising in Sports
14:53 Moguls and Media Deals at Sun Valley
18:02 Xbox's Major Restructuring and Gaming Trends
28:40 Generational Change and Technology's Impact
31:06 Television Trends and Emmy Awards
35:02 The State of Streaming Services
40:57 Elon Musk and SpaceX: Ambitions and Controversies
51:07 Upcoming Events and Future Insights

In this episode of Next TMT Networks, Dan Jones sits down with Leonard Lee, Founder and Principal of Nextcurve, to cut through the immense industry hype surrounding satellite handsets, autonomous telco AI, and the true monetization path for 5G network APIs.

First, they tackle the Wall Street Journal's leak of a rumored SpaceX phone prototype. While satellite-to-device connectivity sounds revolutionary on paper, Leonard explains the reality of the market: 99% of consumers spend their lives within the footprints of traditional terrestrial networks. They debate whether a specialized dual-mode phone makes commercial sense, why indoor penetration remains a concrete and steel nightmare, and who actually benefits from "everywhere, anywhere" coverage.

Next, they dive into the state of Network AI and autonomous operations. Leonard breaks down why the telecom industry is finally entering a phase of "unlearning" the overhyped promises of the last three years. From the foundational mathematical limits of large language models (such as permanent hallucination risks and simple accuracy issues) to the new engineering consensus of running AI "on-RAN" rather than "AI-RAN," they separate the press release fantasy from hard engineering reality.

Finally, they cover Leonard's recent bombshell slide from DTW Ignite 2026: "Stop talking about APIs." Leonard explains why APIs themselves are not what carriers monetize; instead, they must focus on packaging differentiated connectivity products through unified engines like Ericsson, Nokia, and the Bridge Alliance.

Plus, stick around for a fun look at Leonard's single-take guitar tribute for the 250th birthday of the United States!

Timestamps:

🔗 Subscribe to Next TMT Networks for the latest deep dives into telecom tech, mobile infrastructure, and private enterprise networks: nexttmt.com

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The media industry is undergoing one of its biggest transformations in decades.

This week on Next TMT Talks, veteran media journalists David Bloom and Daniel Frankel explain the biggest stories shaping streaming, telecom, entertainment, and technology.

**In this episode:**

🚀 Why Dish Network's bankruptcy could reshape satellite TV

📡 How SpaceX and Starlink are becoming major telecom players

📺 Why Comcast is breaking apart its media and connectivity businesses

🍿 Peacock's strategy to become a streaming aggregator

💿 Sony's decision to stop producing physical game discs

🏆 Why NBA, MLB, golf and FIFA TV ratings are suddenly surging

🎭 The rise of YouTube as the new home for late-night comedy

🧅 The Onion's battle for InfoWars

If you work in media, streaming, telecom, technology, sports media, or entertainment, this podcast delivers the context behind the week's biggest business stories.

Subscribe for new episodes of Next TMT Talks covering the future of technology, media and telecommunications.

**Chapters**

00:00 Introduction

01:20 SpaceX, Dish Network & DirecTV

06:30 Comcast's Breakup Strategy

22:30 Peacock's Streaming Expansion

31:00 The Future of Late-Night on YouTube

40:00 The Onion vs. InfoWars

46:30 Sony Ends Physical Game Discs

50:00 Why Sports TV Ratings Are Booming

54:15 Closing

#Comcast #SpaceX #DishNetwork #Peacock #Streaming #MediaBusiness #Telecom #SportsMedia #TechNews #Podcast