Episode 150, March 17, 2023

The LightShed Podcast

Episode 150, March 17, 2023 > Audio

March 17, 2023

[0:00] I’m Shipping Up To Boston.
[2:37] Walt is the calm voice of reason.
[7:55] TV keeps getting more expensive.
[12:29] YouTube TV is the best way to watch TV, now with Multiview.
[14:34] Meta’s IR narrative has changed, not their actual focus.
[19:07] Will there be real action or are government threats to TikTok just political posturing?
[25:30] Netflix was always going to build their own ad tech.
[27:37] Surprise: almost all Disney+ subs chose a 38% price hike over ads
[31:35] Buying Hulu is the quickest way to build a CTV advertising business.
[37:46] Investors are overreacting to Netflix Canada’s password sharing rollout.
[42:26] How does Tubi viewership match Peacock?
[45:19] Consumers love HBO even if engagement is limited.
[47:43] What telecom metrics matter?
[52:04] Cure onsale exemplifies changes needed in ticketing industry.
[58:21] FCC shouldn’t hide behind the ALJ.
[1:01:15] Creators are beginning to make real $ on Snap.
[1:03:44] Dish TV and Boost subscribers still in the dark.
[1:06:24] Adam Aron continues to spin AMC shareholders.
[1:08:36] Just Like Heaven.

The LightShed team discusses TMT news and topics critical to investors, giving listeners a window into the idea flow and banter that have been our “process” for the past 15+ years. @richlightshed @waltlightshed @brandolightshed

The LightShed Podcast

Episode 150, March 17, 2023 > Audio

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