Deputy General Counsel | Sports & Media | Rights Acquisition & Commercial Strategy | Content Consigliere | Backwoods Southern Lawyer
Raleigh, NC
Joined March 2010
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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 [1/2]: “[Sling] plans to add more than 150 new channels through 2023” fiercevideo.com/video/sling-…
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.
app.jobvite.com/m?3l9QsmwD #job
Great read. Reading Cable Cowboy and seeing a lot of similarities between FAST and early cable.
Exclusively on @TVREV tvrev.com/news/shapirofastma…
Great read - Yellowstone: the smash-hit TV show that exposed a cultural divide theguardian.com/tv-and-radio…
“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
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My Nascar roots run deep. Proud to help get this one across the finish line! variety.com/2021/digital/new…
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 cnb.cx/3Co66AB
Really interesting case to watch.
Miramax Sues Quentin Tarantino Over ‘Pulp Fiction’ NFT Auction variety.com/2021/film/news/m… via @variety
Adam Swift retweeted
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
wsj.com/articles/church-pand…
Great piece, but I think every other media company would love to have the “problem” of managing a highly profitable $9B runoff revenue stream.
Good morning sports fans — been working on this one for a little while. Disney’s plan for ESPN in a streaming-first wold, and what it may mean for the future value of sports rights.
Hope you enjoy. cnbc.com/2021/10/10/disney-s…
Interesting case.
Netflix Sticks Up for Free Speech Rights of Recommendation Algorithm thr.cm/xortHJ1