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Comcast Gets Wishy-Washy with Its Universal Films

Last week gave me “gut thinking” whiplash. What started as a brilliant strategic move one day turned into a muddled mess by the next. Let’s explain why Comcast’s decision to split its feature film rights between Peacock and Prime Video is such a confusing move. (Sign up for my newsletter

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When Going “All In” Is Bad Strategy

Ever get a phrase stuck in your head? Like an ear worm? I had one of those this week, as I debated between anointing ViacomCBS, Comcast or Discovery as the “most important” story of the week. To exorcise that mental demon, and to mix metaphors, I plan to debunk it

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Earnings Reports Galore

Last week’s news was notable for how much “lots of news with no news” that came across my inbox.  In other words, part of me thinks that following the news closely last week probably resulted in more misunderstanding than wisdom. Which we’ll get to, but first a few companies reported

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Why Is Comcast Declaring War on Movie Theaters?

I finally cracked why Comcast is doing all the things it does. I explain it over at Decider, but quickly: They can’t buy any more cable companies, so they money needs to go somewhere. If you become a tech company, you can get a higher valuation.  Also, Brian Roberts loves

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Two Stories for the Price of One Column

Welcome back to my weekly column! Each week I try to suss out the most important story in entertainment. Since I have several weeks worth of news stories to cull through, this week I’ll have to take care of some house cleaning to start. First,I’ll cover my thoughts on the

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Comcast Buys Sky TV

I got to work on a fun (and paid) consulting project last week and like all good consultations, it hoovered up a lot of time, eventually going into the weekend and into the nights. But it warmed my heart to know that I’d have a classic story to return to:

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