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Streaming Endgame, The fuboTV Bear Case, And The Rise Of Audio With Andrew Freedman
One of our regular areas of focus on the Razor’s Edge is the streaming space, and there are few people who are following that space as closely as Andrew Freedman of Hedgeye. To the point where his name has come up on our episodes more than once. So it was long overdue to have him join the Razor’s Edge to share what he’s seeing.
We focus on what’s going on in streaming and whether all the new entrants will have the endurance to make it in the long-term. We then drill into the story around FuBo, a company that Andrew has been vocally bearish about. We wrap up streaming with a look at Netflix’s next act, and then look into the new emergence of live audio as a competitive opportunity, and wrap up with a few questions sourced from Twitter followers.
Topics Covered
- 3:00 minute mark – What’s interesting about streaming right now, and the rise of the laggards
Andrew's work at Hedgeye: https://accounts.hedgeye.com/products/communications_pro/558!559
Hedgeye’s Terms of Service: https://www.hedgeye.com/terms_of_service
Definition of some terms:
- SVOD – Subscription Video on Demand
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By Shortman Studios
4.5
6262 ratings
One of our regular areas of focus on the Razor’s Edge is the streaming space, and there are few people who are following that space as closely as Andrew Freedman of Hedgeye. To the point where his name has come up on our episodes more than once. So it was long overdue to have him join the Razor’s Edge to share what he’s seeing.
We focus on what’s going on in streaming and whether all the new entrants will have the endurance to make it in the long-term. We then drill into the story around FuBo, a company that Andrew has been vocally bearish about. We wrap up streaming with a look at Netflix’s next act, and then look into the new emergence of live audio as a competitive opportunity, and wrap up with a few questions sourced from Twitter followers.
Topics Covered
- 3:00 minute mark – What’s interesting about streaming right now, and the rise of the laggards
Andrew's work at Hedgeye: https://accounts.hedgeye.com/products/communications_pro/558!559
Hedgeye’s Terms of Service: https://www.hedgeye.com/terms_of_service
Definition of some terms:
- SVOD – Subscription Video on Demand
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