Netflix dropping subscriber reporting felt like a tell. Cord-cutting across the MVPD universe has likely bottomed. Streaming growth has plateaued, so platforms will sell many services, not just one. Real rebundling is here. Content is king. Distribution is the kingdom.

This was my view when I raised it with Rich Greenfield last year. As growth plateaus, Netflix and Disney will look more like Amazon and YouTube, effectively replacing the MVPD model. Still early, but the direction is clear.

Don’t count out revenge of the (v)MVPDs. Clearest path to aggregating most desirable content (cable, FAST, SVOD) and creating one stop UX experience. [3/2]

Rebundling/convergence is real [2/2]: https://t.co/aZvATx7IA3

Rebundling/convergence is real [1/2]: “[Sling] plans to add more than 150 new channels through 2023”

FloSports is hiring a business and legal affairs counsel to support our media rights acquisition team. 3+ years in-house experience at a media company preferred. Message me for details. https://t.co/b8JR8vX35Z #job

Envy the lawyers who get to wade into these weeds.

Great read. Reading Cable Cowboy and seeing a lot of similarities between FAST and early cable.

Mauro Ranallo & Josh Barnett did an incredible job calling the early NJPW on AXS shows and familiarizing new western audiences and even lapsed hardcore fans with the top names and styles that had changed dramatically in the last 15 years. We see now how hugely important that was

Great read - Yellowstone: the smash-hit TV show that exposed a cultural divide

“If you've got the power to raise prices without losing business to a competitor, you've got a very good business. And if you have to have a prayer session before raising the price by a tenth of a cent, then you've got a terrible business.” - Warren Buffett

https://t.co/GuiMQnaMoD

My Nascar roots run deep. Proud to help get this one across the finish line!

Great long form interview with the GOAT on the state of the media industry - Watch CNBC's full interview with Liberty Media Chairman John Malone

Really interesting case to watch.

https://t.co/BkPCwAq4mA

Great article about how even in the tragedy of COVID, God opened new doors of ministry for churches (featuring @SummitRDU and others!). Appreciate this good journalism from @WSJ https://t.co/dsw674wcJ8

Great piece, but I think every other media company would love to have the “problem” of managing a highly profitable $9B runoff revenue stream.

Interesting case.

So much to love here