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Live TV (er, Non-Sports Live TV) Comes To Streaming!

Sometimes you can immediately recognize certain strategic moves as game changing. The big, obviously huge moves, like AT&T buying Time-Warner. Like NBC announcing Peacock. Like Bob Iger stepping down. You don’t need me to tell you those news stories matter. But if a company is a “collection of decisions”—strategy is

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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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The WGA Commits to Their Plan

Between a host of streaming TV news–Peacocks, Portals and Seinfelds oh my–and old fashioned business news–AT&T!!!–this week felt like we had a lot of options for the biggest story of the week. But let’s avoid the big conglomerates to talk about the behind-the-scenes heroes, the writers. (Programming note: between a

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