As the year comes to a close, it is clear that there were two major performance drivers. The first was the macro. 2023 will go down as the year that the … Read More
November 2023 UpdatePlus
For November, we discuss cord cutting – what it is and how it will impact the entertainment landscape.
Disney blinks, so you won’t have to
It’s TV, but not as you know it as Disney gives in new distributors emerge.
FY23 Review: Peaking rates, rising markets
What drove performance of +35.3% net-of-fees for fiscal year 2023?
Netflix, Disney, Streaming – and Murdoch
Source: Bhavya Khanchandani “The mechanisms for the monetization of content are in disarray.” – US Cable-TV veteran James Dolan Viewers continue to shift out of pay TV. Streaming is disrupting the … Read More
Loftus Peak’s Alex Pollak sticking by his firm’s holdings in Netflix
Ticky Fullerton’s article ‘Loftus Peak’s Alex Pollak sticking by his firm’s holdings in Netflix′ which was originally published in The ABR on 22 April 2022.