The LightShed Podcast

Episode 141: January 13, 2023
[0:00] Heart Full of Soul.
[1:10] RIP Jeff Beck.
[5:27] Hey (earnings) scorecard here!
[8:19] What drives WWE sale? $$$, legacy, involvement or revenge?
[16:33] What does Nelson Peltz know about media?
[23:32] Universal loves Theme Parks.
[26:10] Netflix testing fewer pricing plans to drive ARPU.
[31:58] Telco corner: T-Mobile’s strategic decisions and confetti cannons.
[37:33] Diamond Sports RSNs may not survive Q1 2023.
[40:08] Amazon’s Thursday Night Football was weaker than anticipated.
[43:49] Connectivity corner: surprising wireless executive departures at Dish and Charter.
[48:23] Tim Sweeney highlights the nascency of AI.
[55:08] It does not take many Netflix ad-based viewers to compete with linear TV.
[58:26] Ubisoft could be an M&A candidate but the industry awaits MSFT/ATVI clarity.
[1:02:16] WBD finds creative way to reduce debt.
[1:04:32] MSG Sphere tour blew Brandon’s mind.
[1:09:58] New York sports betting exceeded year one expectations.
[1:11:28] Subtlety, nuance… and News Corp?
[1:12:20] People Get Ready.