Channels with Peter Kafka What is TV’s endgame?
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Jul 30, 2025 
Rich Greenfield, an astute analyst at Lightshed Partners, dives into the uncertain future of the TV industry. He discusses the irreversible decline of pay TV and the struggles of traditional networks like Paramount and Fox. The conversation explores potential acquisitions, including the buyout of Paramount, and what lies ahead for ESPN's new streaming service. Rich critiques user experience issues and hints at the need for innovative strategies as media giants navigate a swiftly transforming landscape riddled with challenges and opportunities.
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Big TV Bundle's Unique Profitability
- The big TV bundle was uniquely profitable because consumers had to pay one price for many channels whether they watched them or not.
- This business model allowed price increases despite declining usage, unlike most media services.
Consumers Manage Streaming Well
- Consumers prefer managing multiple streaming services over paying for cable bundles with unwanted channels.
- They are adept at subscribing and canceling services based on their entertainment needs.
Ellisons Face TV's Decline Challenge
- The Ellisons' ownership of Paramount will bring deep pockets but can't reverse the decline of linear TV.
- They may invest long-term to build streaming and content, not just cut costs.