“The rumor is that Eddy Cue is itching for a big sports deal after losing NFL’s Sunday Ticket to YouTube”

@ErnestWongBWM Will it work?

"Forty percent of our annual revenue comes from people aged 18 and older. I could easily see it being 50% five years from now"

Looking forward to this!

“Netflix is cutting back on its movie slate and just scrapped the division focused on movies with budgets under $30 million. Hulu and Showtime, which had been reliable sources of cash for independent producers and studios, are far less reliable”

Amazing achievement by Sony and well deserved. Fun fact: Miles Morales was created by Marvel AFTER Disney bought Marvel

@PandaValue The BNSF-BRK proxy was conservative lol

@TSOH_Investing @SpursOfficial

Now I know why @TSOH_Investing likes the @SpursOfficial so much!

"Global success isn’t a function of the number of hits, but rather the ability to penetrate and scale in individual markets, region by region." $NFLX

Two solid Wednesday morning podcasts @TSOH_Investing @BillBrewsterTBB

"+50% of the viewership in the U.S. is now streaming-based, but less than 25% of the advertising budgets have moved over" $ROKU

“There are a lot of people in this biz that are just losing too much money…how do you keep doing that? Consolidation is one answer. I think that's unlikely to be a big answer." $WBD

“Google executives have considered bids for other sports content, according to people familiar with the plans, including a potential global deal to license NBA games, though the company isn’t in a hurry to secure another marquee package”

"MLS and the WNBA had similar ratings on ESPN last year and have a similar number of regular-season games this year. But the WNBA’s broadcast-rights deals are worth roughly $35 million, or 14% of MLS’s 10-year deal with Apple worth $250 million a year."

Nothing like MSG