Also in our weekly newsletter covering all things technology, media and telecom, we look at why there might not be a sixth-generation wireless network

Inside TMT: Netflix Profits, Paramount Reinvention, Tim Cook's AI Crisis & The Bear's Beef Welcome back to Next TMT Talks with David Bloom and Daniel Frankel! 🇺🇸 Even during a holiday slowdown, the world of tech, media, and telecom doesn't stop.

This week we dive into: ⚡ Netflix's looming earnings and churn-proof dominance 📉 Why consumers are pulling back on subscriptions despite a "booming economy" 📺 Can Cindy Holland reinvent Paramount+... or is it just more Taylor Sheridan? 📱 Does Apple really need a "wartime CEO" to stay in the AI race? 🎬 Superman's box office vs. F1's $311M streaming pivot 📊 Are traditional TV ratings still relevant in a post-streaming world? 🌐 Satellite broadband, 6G, and why Elon Musk just lost a spectrum power play 🧑‍🍳 Plus: Hot takes on The Bear, Jamie Lee Curtis, and why Midwesterners don't yell that much

This episode is packed with deep insights, media gossip, AI anxiety, streaming evolution, and some very spicy hot takes. Whether you're a TMT pro or just binge-watching from the sidelines, you won't want to miss it.

📺 Watch now, subscribe, and join the conversation in the comments!

🔥 Keywords & Hashtags (add to tags or description): #Netflix #ParamountPlus #AppleAI #StreamingWars #NextTMT #DavidBloom #DanielFrankel #TimCook #CindyHolland #SVOD #CordCutting #TheBearFX #F1Movie #WarnerBrosDiscovery #SkydanceMerger #LightShed #CharlieErgen #ElonMusk #SpectrumFight #TMTNews #TechMediaTelecom #HollywoodNews #AIEconomy #SupermanMovie2025 #MaxStreaming

July 06, 2025   |   Read Online

Also in our weekly newsletter covering all things technology, media and telecom, Brendan Carr outlines his delete-ful policy agenda

Larry Ellison goes from Oracle to oligarch, 'Squid Game' leaves its legacy for Netflix, and Charter issues a 'Threat-Level Midnight' warning

June 29, 2025 | Read Online

Our weekly newsletter covering all things technology, media and telecom also celebrates a rare week of spinal stability for the news business

Disney and Amazon impose their bundling will, T-Mobile fumbles 'cell-phone internet,' and 'the monster of all media,' YouTube, grows some more

Our weekly newsletter covering all things technology, media and telecom also wonders if the NBA is about to set up league-wide local TV distribution with Amazon

Will Netflix go (Mr.) Beast mode on YouTube's creators? Does Amazon have too much control over CTV advertising? And how did Charlie Ergen get to Donald Trump?

Starting out as a University of Cape Town-educated structural engineer, Colin Petrie-Norris has an entrepreneurial track record for spotting foundational roles in emerging media-tech high-rises.

Most notably, he founded Xumo in 2011, nearly a decade before free, ad-supported streaming became a multi-billion-dollar global business. After selling Xumo to Comcast for $100 million five years ago, and collecting a W2 for a stretch from the cable conglomerate, Petrie-Norris is back in building mode.

Last week, he announced the launch of Fairground Entertainment, a startup that will leverage a growing creator community to produce generative-AI TV series. Viant, which backed Xumo, is leading an initial funding round of $4 million for Fairground. In our Next TMT Talks podcast, Petrie-Norris told us he plans "empowerment" for creatives, not replacement. (The link below takes you to our Next TMT homepage to hear the podcast. Once you're there, do us a favor and click a "like," or comment to let us know what you think. Don't be too hard on David.)

The audio version of Daniel Frankel's and David Bloom's weekly newsletter.

May 11, 2025   |   Read Online

Also in our weekly newsletter covering all things technology, media and telecom, we ponder whether Donald Trump is serious about 100% foreign-movie tariffs, and why David Eilenberg is leaving Roku for his old job

Netflix launches a risky UX makeover, subscription streaming enters the upfronts on an ad-supported roll, and FWA could run out of spectrum next year

A conversation about this week's newsletter content

Roku declares its programmatic ad biz recession-proof, 'Charter entitlements' drive U.S. SVOD growth, and we mow through Paramount+ original 'MobLand'

Also in our weekly newsletter covering all things technology, media and telecom, Fox's planned SVOD is all about the data, Apple TV+ finally gets serious about catalog depth , and Tier 2 cable finally gets serious about 'cellphone internet' competition

Sports media consultant Patrick Crakes, a former top-level Fox Sports decision-maker, sat down with Next TMT co-founder and contributor David Bloom on February 13, 2025 to discuss Tubi's Super Bowl triumph, the freakishly good circumstances that resulted in Netflix, and the fate of the troubled regional sports network ecosystem.