Recent content by NashGuy

Here's a good write-up on the situation as it currently stands from the WSJ today: A Media Heiress’s Bid to Sell Sets Off Mayhem Inside Paramount

Agreed. To my mind, "cord-cutting" means ditching linear channel pay TV, i.e. MVPDs. Getting a "virtual MVPD" like YouTube TV isn't cord-cutting any more than switching from, say, Charter Spectrum TV to Dish satellite. It's all essentially the same product, just delivered using different...

Of course it can't on its own. But M&A deals work differently than regular operating expenses, such as renewing NBA rights. WBD would either raise money for a CBS acquisition by issuing more debt (bonds) or and/or they would issue more shares of stock (thereby diluting existing shareholders'...

If Warner can't land the NBA again, it's going to put that much more pressure on Zaslav to find a way to acquire or merge with CBS, who has 50% of Sunday afternoon NFL games + playoffs, along with Big 10 football, NCAA basketball (including the rest of March Madness that Warner doesn't have)...

They actually quietly introduced a new version, called Fios TV+, that's distributed as managed IPTV, not traditional QAM like regular Fios TV. It comes with a customized Android TV box. Verizon's long-term plan is reportedly to completely phase out QAM and go all-IP (as Comcast, Charter and Cox...

Welp, looks like Shari is shoving Bob out the window of the CEO suite this weekend: https://www.cnbc.com/2024/04/27/paramount-ceo-bob-bakish-could-be-out-as-soon-as-monday-as-skydance-merger-talks-continue.html She's not going to chance having a Skydance-merger-opponent like Bob at the helm...

More or less agree with your list, except replace "Paramount+" with "Showtime". Paramount+ lost another 1.66 billion-with-a-B bucks last year. Showtime, although perhaps a declining asset, has been profitable for decades (or at least was until it got dragged into the Paramount+ money hole). I...

Yes. In the industry it's called "reverse comp," whereby the networks take about 50% of the retransmission fee revenue that their local affiliates collect from MVPDs. (And of course in those major markets where the affiliate is a network O&O, they're getting all of it.) That whole gravy train...

LOL, Paramount is now threatening to sh!tcan their CEO, Bob Bakish. https://variety.com/2024/tv/news/ceo-bob-bakish-replaced-paramount-deal-talks-board-1235983730/ You know what this comes down to? Bakish is rumored to be against the Skydance deal. Which makes sense. His 2023 compensation...

I've said for a few years now that eventually the traditional linear channel/cable bundle business will collapse into DTC. It only makes sense. Why should these studios/network owners try to create content for two different pipelines, traditional and DTC? They should just take their linear...

I don't think all that much of the federal infrastructure money is going to fixed wireless. I've read that the federal rules strongly prefer a wired fiber or coax connection. But to the extent money is flowing for fixed wireless, it's absolutely to expand the existing network out into previously...

T-Mobile has expanded out into rural/small town areas a lot the past few years. I think a decent chunk of their fixed wireless subs are rural folks who had no other option (aside from maybe DSL, as you say). Some of those are getting T-Mo's fixed 4G and some are lucky enough to get their fixed 5G.

Yeah, this pretty much jibes with what I'm reading too. I always figured that whoever buys Paramount would keep Nickelodeon, which has a valuable content library (kids love to rewatch shows and it's perpetually "new" content to every kid just turning 3 years-old) as well as IP that can fuel...

You mean PlayStation Vue? Yeah, that was a virtual cable TV service, similar to YouTube TV. Folks who tried it tended to love it. Lots of folks thought it's biggest problem was its branding, which gave the impression that it had something to do with video games or that you needed a PlayStation...

Yeah, a lot of folks leaving cable broadband are switching to fixed 5G, although many to fiber too. Just this week, Comcast announced a new low-end value-priced option, designed to compete with 5G, I'm sure. It's called NOW Internet. It's prepaid, no contract, no credit check, no add-on fees...