Alex Morris - TSOH Returns
The Business Brew
Is Peacock the Tree That Falled in the Woods?
I think the eventual strategy here, they either need to get bigger or they need to sell. Most of the traditional MVPDs are seeing significant pressure on their business. And if you're a media company, you're not going to get paid. What good content is left is being pushed to each of these company streaming services. It's the MTV challenge.
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