Skip argues that retail media networks are becoming an ad tech bubble, not because the underlying business is flawed, but because too many companies assume first-party data alone is enough to build a successful media business.
Antenna's latest data shows ad-supported streaming has become the industry's primary growth engine, but subscriber growth alone isn't enough to build a successful advertising business. As audiences fragment across services and plans, the next challenge for streamers is creating the…
The U.K.'s Competition and Markets Authority has launched a formal review of Paramount Skydance's proposed $110 billion acquisition of Warner Bros. Discovery, examining whether the combined company could reduce competition across U.K. television, streaming, advertising, sports rights, and content licensing…
Streaming TV’s ad premium exists because the open web made advertisers paranoid. Bots, junk impressions, murky supply paths, and volume-first incentives turned digital measurement into a trust problem, and premium streaming gave buyers a cleaner place to put brand dollars.…
Streaming leverage is shifting toward companies that control discovery, identity, billing, ad infrastructure, measurement, and the customer relationship. Content still matters, but it’s becoming less powerful without demand control, especially as ad-supported plans, bundles, AI, creator platforms, and cross-platform IP…
Entertainment’s next power shift will come from control of demand, not content production. As creation gets cheaper and supply expands, leverage will move toward companies that own discovery, customer relationships, monetization, and trust. Content still matters, but attention, data, and…
Antenna's latest data shows ad-supported streaming has become the industry's primary growth engine, driving most new subscriber additions and nearly four-fifths of net growth over the past two years. With retention rates nearly identical to ad-free plans and most growth…
Comcast’s £5 billion Universal UK Resort bet may look like a theme park investment, but it’s really a bigger signal about where media value is moving. As streaming gets more crowded, broadband slows, and pay TV keeps shrinking, Comcast’s using…
Rebecca shows that streaming companies can’t keep treating operations as a downstream function of technology strategy. She lays out how hypergrowth challengers, post-merger companies, and legacy media giants all hit the same wall: AI and automation only work when metadata,…
YouTube's addition of Fox One and Peacock to Primetime Channels highlights a larger shift in the streaming industry, where control over discovery, subscriptions, billing, and consumer relationships is becoming more valuable than owning content alone. As consumers increasingly begin their…
