Is CBS the next media acquisition?

CBS is perhaps the most obvious media company to be the next target for larger acquirers. The $21B company has the leading TV network in the US and over 5M subscribers between two OTT platforms (CBS All Access and Showtime) in addition to a leading book publisher (Simon & Schuster), deep content libraries, numerous digital media […]

2018 FIFA World Cup

Today is the start of the 2018 FIFA World Cup in Russia (ending July 15). In the US, FOX has the English-language TV rights while Telemundo has the Spanish-language TV rights; fuboTV is streaming the games via its FOX partnership. Here’s the list of all the broadcast, streaming, and radio rights by country: link. Team USA didn’t qualify for the […]

21st Century Fox’s valuable position in India

Here’s an interesting data point: 21st Century Fox dominates OTT market share in India through its Hotstar subsidiary, which has 150M MAUs. According to new data from internet service provider Jana, Hotstar accounted for 70% of video streaming app downloads in Q1, compared to 13% for SonyLIV, 11% for Voot (owned by Viacom 18), 5% for […]

Spotify starts signing artists directly

The big news today is that Spotify is offering advances (in the hundreds of thousands of dollars range) to select indie musicians and talent managers in exchange for licensing their music directly to Spotify. By direct licensing, they will get up to a 50% share of royalties plus retain all rights to their work. (link) The […]

Stats on teen social media use

A new Pew Research Center survey shows that YouTube is the most popular online platform among US teenagers age 13-17, with 85% using it. Instagram (72%), Snapchat (69%), and Facebook (51%) trail behind. A plurality (35%) say they use Snapchat most often though – followed closely by YouTube (32%) and distantly by Instagram (15%) and Facebook (10%). (link) […]

New Resource: a Database of Media Investors

I have several projects in the works to make Monetizing Media a helpful hub for media entrepreneurs, executives, and investors. The first was the daily MediaDeals newsletter which is going strong. The second has just launched: a crowdsourced database of media investors around the world. The List of Media Investors is an interactive spreadsheet (powered […]

The Italian Job

(This is an abstract from today’s MediaDeals newsletter.) Telecom Italia is shaping into an exciting drama. Let’s take a look. Telecom Italia S.p.A. (aka TIM) is the big telecom in Italy; it’s publicly traded with a €16B market cap, FY17 revenue of €19.8B (and €7.8B in EBITDA), and was formed in 1994 as a roll-up of […]

SVOD and Protectionism

The Dutch Culture Council recently asked legislators to require SVOD services operating in the country to maintain libraries with at least 15% Dutch content and apply a 2-5% tax on all revenue derived from foreign content streamed in the country. It’s a protectionist move both to nurture the Dutch film/TV industry in a competitive global […]

New models for storytelling: Skam case study

There’s a new storytelling format I’m excited to see experimentation with: narratives that unfold across both traditional media and social media, blurring the line between reality and fiction. The hit Norwegian TV show SKAM is a case study here. It followed a (fictional) group of high school students through assorted teen drama (compare it to the British […]