What is TV’s endgame?
A decade ago, Disney CEO Bob Iger freaked out the media industry by acknowledging something many of us saw coming — his previously unassailable TV business was starting to erode.
But even with a 10-year warning, today’s moguls seem unable to cope
with 2025’s reality: The pay TV business is permanently eroding, and there’s nothing in its place that’s likely to generate the same kind of revenue and profit.
But the people who run Big TV are trying to find answers, anyway. So I asked Lightshed analyst Rich Greenfield to talk through some of their moves. What will David and Larry Ellison do once they finally buy Paramount? What are the prospects for ESPN’s soon-to-launch streamer? What about Fox’s soon-to-launch streamer? Who’s going to buy all of these ailing cable TV networks that are coming on the market? And what kind of deals - if any - can get done in the Trump 2.0 era?
Learn more about your ad choices. Visit podcastchoices.com/adchoices
- Datum:
- Duur:
Meer afleveringen van Channels with Peter Kafka
-
Why Henry Blodget is Building Another Media Company
Henry Blodget can’t help himself. The Business Insider founder is starting another media business, knowing full well how difficult the industry can be. You can watch him build it in real time: Regenerator on Substack, and Solutions... -
ESPN boss Jimmy Pitaro on streaming, the NFL and sports betting
The media industry has been waiting for ESPN to cut the cord for a decade. Now it’s finally happening: This week the sports TV giant will let you start streaming — without a cable TV subscription — for $30 a month. Why now? ESPN boss... -
A Busy - and Expensive - Summer for AI, with NYT's Mike Isaac
What makes a particular engineer worth $250 million to Mark Zuckerberg? What does Trump 2.0 mean — and not mean — to people building large language models? I didn’t know the answers to these questions either. So I got the New York...