Operating at the Intersection of Technology and the Capital Markets
Tag: T
WarnerMedia ("WM") and AT&T (tkr: T), leadership teams should take note. WM/AT&T completely botched its summer movie release schedule, failing to adapt to the post-COVID reality. The company took the "wait-and-see" approach rather than controlling that which it could. The result? Market share lost to Netflix and DisneyPlus. WarnerMedia's summer tentpole film - Tenet - … Continue reading Muscles, Viruses, Nature and People Adapt. So Do The Best Leadership Teams.
COVID-19 is forcing people, companies and economies to adapt. Many companies have recalibrated their business models to better compete in this new COVID reality. We have yet to see one of America's great export industries - Hollywood - evolve to better capitalize on the current reality. Back in October 2019 we wrote that the future … Continue reading The Best CEOs Are Willing To Break With Tradition
We outline CEO changes that have occurred over the past few weeks Click here for the PDF presentation. https://youtu.be/R7K2KPRtTmU
We reviewed the most queried CEOs on CEORater.com over the past 12 months. The following is a list of the 20 Most Queried CEOs. Click HERE to access our interactive PowerPoint file.Click HERE to access the interactive PDF version. https://soundcloud.com/ceorater
AT&T's acquisition of Time Warner seemed like a good idea at the time. That is no longer true. Tickers mentioned: AAPL, AMZN, CMCSA, DIS, GOOG, NFLX, T, VZ AT&T's $85 billion acquisition of Time Warner seemed like a good idea when it was first kicked around a few years ago. AT&T would differentiate its fiber … Continue reading AT&T Should Sell WarnerMedia
The asset management game is all about Assets Under Management ("AUM"). The entertainment game is all about "IP". By the way, Bob Iger likes Bond. Asset Management & Entertainment Share a Hunger for Assets Over the past decade asset managers have shifted away from active management and alpha generation in favor of index funds and … Continue reading BlackRock and Disney Have This in Common…
Episodic TV carries a superior risk/reward compared to feature films. The streaming wars featuring Disney (tkr: DIS), Netflix (tkr: NFLX), Apple (tkr: AAPL), Amazon (tkr: AMZN), AT&T (tkr: T), and others will be won by the content producers that capture the most subscribers over a measurable period of time. Questions that content producers must answer … Continue reading Episodic Television Is the Key to Winning the Streaming Wars
Scale matters in Tech. This has never been more true as businesses increasingly go global. Consider Netflix's $13 billion content investment in 2018. Amazon and its Borg-like Prime service is also a significant content player. To round out the “Big 3”, consider Disney and its ESPN+ SVOD (“subscription video on demand”) service as well as Disney’s … Continue reading Scale Matters in Tech
Content Is King Content is King to quote Sumner Redstone. At CEORater we spend a fair amount of time thinking about content. Over the past 24 months we have considered the following for our platform: 1.) video streaming of earnings calls with associated analytics 2.) employee video reviews 3.) business news (original and third-party) and … Continue reading Original Content Disclosures Are Lacking. Introducing “Content Yield”
You must be logged in to post a comment.