Exec Briefing

Bango, Paramount, and AT&T show how growth gets more profitable when companies can reuse infrastructure, systems, and customer relationships they’ve already paid for. The real leverage comes from adding revenue without adding another stack, vendor, workflow, or team.

Infillion, Best Buy and Google show how expensive it’s getting to connect CTV ads with store visits and sales. Closed-loop measurement can help win more ad spend, but sellers that don’t own the necessary purchase, location and identity data have…

Roku, Amazon and JustWatch are turning streaming discovery into a performance business where distributor cuts can be measured against incremental subscribers, viewing and transactions. As home-screen placement, bundles and FAST distribution become easier to audit, programmers have more leverage to…

Media companies are forcing costs that once hid inside broader growth strategies to justify themselves as slower growth makes cross-subsidies harder to defend. Microsoft, Warner Music, Netflix, Channel 4 and The Trade Desk are all tying spending more directly to…

Streaming services are increasingly becoming retention tools for partners whose economics extend well beyond streaming. These deals can expand reach and lower acquisition costs, but streamers risk underpricing their content when distributors capture the broader value it creates across broadband,…

Meta’s roughly $10 billion legal expense shows how recommendation systems are becoming direct P&L issues, while YouTube, the BBC, Flipboard, and Roku are fighting over who controls discovery. As algorithms increasingly shape audience, ad revenue, rights value, and distribution, recommendation…

Amazon and Charter are increasing their streaming leverage by owning the discovery, billing, and checkout infrastructure that turns audiences into paying customers, while MS NOW is moving the other way by building a direct membership business. As churn and acquisition…

Rights owners are increasingly preserving IP, distribution, customer relationships and future monetization while selling buyers only the access or control they actually need. Netflix, Disney, Sony and the NFL show how narrower rights deals can create value without transferring the…

Major media companies are shifting the streaming conversation from scale at any cost to disciplined growth built around cash flow, monetization, and returns on capital. Across content, sports rights, advertising, distribution, and M&A, companies are prioritizing assets that can improve…

Streaming economics increasingly depend on who controls the interfaces, infrastructure, billing relationships, and discovery tools connecting audiences with premium content. YouTube, Amazon, HBO Max, Netflix, and DAZN are gaining leverage by owning customer setup, search, packaging, data, and the next…