Rich Greenfield, LightShed 🔦 @RichLightShed
Partner & TMT Analyst LightShed Partners GP LightShed Ventures Media Futurist Websites & Social Links: https://t.co/9u1Ibhj4TO linkedin.com/in/richgreenfi… NYC Joined June 2008-
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"The fatal mistake this company made was deciding to try to be Netflix and went out and tried to create Paramount+ and spent billions of dollars a year," said @RichLightShed on $PARA. "That strained their balance sheet from a point they haven't been able to recover from."
Talking $PARA mess up next on @SquawkCNBC with @andrewrsorkin @BeckyQuick @JoeSquawk
$PARA @Ourand_Puck expects a short-term Paramount $PARA extension with $CHTR Spectrum P+ ad supported being included at no cost Small channels getting dropped Still working on price Go read Varsity from @PuckNews
We were on hold longer than the Paramount earnings call lasted -- 7 minutes of saying nothing beyond what was in release $PARA
No questions on todays $PARA call
Surprisingly no Charter Spectrum / Paramount deal announced as part of Paramount's earnings tonight $PARA $CHTR current agreements ends tomorrow (Tuesday night)
The future of regional sports networks hangs in the balance $CMCSA
⚡️ How much of Paramount/Skydance deal is cash vs. stock ⚡️ Our analysis of what $PARA Class B shareholders can expect now that the press is confirming no majority of the minority will occur lightshedtmt.com/lightning/no-p…
⚡️ How much of Paramount/Skydance deal is cash vs. stock ⚡️ Our analysis of what $PARA Class B shareholders can expect now that the press is confirming no majority of the minority will occur lightshedtmt.com/lightning/no-p…
CNBC has confirmed our $PARA scoop from earlier today - thanks @sherman4949 @CNBC
CNBC has confirmed our $PARA scoop from earlier today - thanks @sherman4949 @CNBC
⚡️ No Paramount Majority of the Minority Vote ⚡️ While press reports have suggested $PARA class B shareholders will get a vote, we believe... lightshedtmt.com/lightning/no-p…
Mufasa: The Lion King | Teaser Trailer $DIS youtu.be/MjQG-a7d41Q?si… via @YouTube
Rewatching one of the classic Paramount movies for clues as to what happens next... $PARA
💯 “Earnings will be the least important thing we learn today” — @JBoorstin on @paramountco $PARA @CNBC @SquawkCNBC
War Games was not a Paramount movie, but could be instructive to what happens next... $PARA
"I do not have TikTok on my phone, but I do enjoy watching TikTok videos on @YouTube" @RajaForCongress responding to @BeckyQuick's question about whether he uses TikTok -- @SquawkCNBC
⚡️ Will Paramount Class B Shareholders Vote for Skydance? ⚡️ $PARA New details in tonight's Bloomberg and WSJ stories on Paramount M&A lightshedtmt.com/lightning/will…
Guess this poll will not age well $PARA
Guess this poll will not age well $PARA
modest proposal @modestproposal1
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52K Followers 360 Following Columnist, The Times of London; author, blogger, broadcaster, public speaker."The fatal mistake this company made was deciding to try to be Netflix and went out and tried to create Paramount+ and spent billions of dollars a year," said @RichLightShed on $PARA. "That strained their balance sheet from a point they haven't been able to recover from."
@RichLightShed @YouTube @RajaForCongress @BeckyQuick @SquawkCNBC Not excusing but also possible additional context.
Free is 🔥
New pod: The power of Free in streaming, and why anyone would bother competing with YouTube. With @Tubi CEO Anjali Sud. Listen! open.spotify.com/episode/6CUp97…
@RichLightShed @ClayTravis @Columbia They are easily replaceable
@RichLightShed @Columbia And here's the real question. Columbia could fire/expel everyone there and this whole nonsense would be over in 5 minutes. They choose not to. Why?
@RichLightShed @ClayTravis @Columbia All taxpayer sponsored funding needs pulled and those participating faculty members need terminated and prosecuted. Parents should be outraged and making their voices heard - not much education taking place…
@RichLightShed @ClayTravis @Columbia only cowards wear a mask
BREAKING: Diamond Sports has a deal in principle with DirecTV. It's a multi-year deal for all the Bally Sports-branded regional sports networks. Comcast is next up for Diamond. Its deal ends tomorrow. Full details in @PuckNews' The Varsity tonight.
The @FT and @OpenAI strike content licensing deal ft.com/content/333287…
@RichLightShed Just the war games reference! cnbc.com/2024/04/29/sha…
Tell me you’re a boomer without telling me you’re a boomer.
"I do not have TikTok on my phone, but I do enjoy watching TikTok videos on @YouTube" @RajaForCongress responding to @BeckyQuick's question about whether he uses TikTok -- @SquawkCNBC
Snap is misunderstood. Between hours of fun with my kids on filters, and the ability to identify plants, it strikes the perfect balance of fun and utility.
At dinner last night, my daughter walks in and says "Dad, Snap+ now lets you have a pet and with AI you can make it look just like our dog. Snap is killing it Dad." Snap+ has over 9 million subs, ~8% of Snap's revenue from zero a couple years ago. $SNAP @evanspiegel
More free mobile lines from $CHTR -- now for ACP subs.
PSA: There’s an error in tonight’s @PuckNews What I’m Hearing: Ari Emanuel’s total 2023 compensation is $84M, not $149M. It’s corrected in online version. Apologies and please send your pocket change to Ari. 💫💫
As always, thanks for noticing @RichLightShed!
First time @YouTube revenue growth has exceeded 20% since Q4 2021, when pandemic was still helping YouTube on Connected TV a MAJOR driver -- taking more and more share from linear TV $GOOGL
@RichLightShed @davemorgannyc @YouTube @nealmohan @tarawlevy The @nealmohan effect. First Network, then YT, next…
This is from last month
Blatant antisemitism on full display @UCLA today #UCLA The terrorists (Hamas) have won over the minds of our education system - A Jewish pig holding a bag of money? #WTF - how is this allowed? instagram.com/reel/C4y4gUvvg…