Rich Greenfield, a partner and media & technology analyst at LightShed Partners, brings his expertise to the discussion about the shifting media landscape. He dives into TikTok's challenges and speculates on its future, while expressing skepticism about YouTube Shorts. Greenfield also analyzes the implications of David Ellison's acquisition of Paramount and what lies ahead for the Murdoch empire. Additionally, he breaks down the evolving dynamics of sports programming in the competitive streaming world, emphasizing the need for innovative strategies.

Rich Greenfield, an analyst from LightShed Media, dives into Comcast's new spinoff and its ripple effects across the media landscape, particularly on major players like Disney and Warner Bros. Discovery. He discusses the declining relevance of traditional cable networks and how companies are strategizing around sports rights and digital transformation. The conversation touches on Disney's plans for ESPN's integration into their streaming service and the challenges surrounding waning NBA ratings amid fierce competition from the NFL.

Rene Haas, CEO of Arm Holdings, discusses the pivotal role of energy-efficient processors in AI infrastructure investments. Rachel Metz shares insights on the collaborations among tech giants like SoftBank and OpenAI, emphasizing the transformative potential of government support in AI. Najat Khan explains how AI is revolutionizing drug discovery, speeding up the path to clinical trials. Ben Harburg analyzes the implications of new investment strategies in China, while Rich Greenfield evaluates Netflix's growth amidst intense streaming competition.

Rich Greenfield, a media analyst at LightShed, dives into the ongoing crisis in linear TV as major networks like Warner Bros. Discovery and Paramount grapple with billion-dollar losses. They discuss the timing of these company's realizations about their TV assets and debate the wisdom of hefty investments in NBA rights for 2025. The conversation also touches on the pressures facing David Zaslav and insights into Apple Studios' future. Greenfield's expert perspective sheds light on the shifting landscape of television and streaming.

Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, offers her insights on U.S. earnings forecasts, highlighting stark contrasts with analyst expectations. Crystal Tse, Bloomberg U.S. Deals Reporter, dives into the proxy battle between Southwest Airlines and Elliott Management, revealing corporate governance challenges. Kristina Hooper discusses market influences, while Rich Greenfield analyses changes in the media landscape. Gautam Naik and Kyle Harrison explore the impact of catastrophe bonds and clean energy trends, respectively, underscoring their relevance in today’s financial climate.

Matt is joined by LightShed Partners media analyst Rich Greenfield to discuss the state of Netflix one year after the Great Netflix Correction plummeted the streaming giant's stock and thrust the streaming world into chaos. They break down the changes Netflix has undergone since its stock crash, including clamping down on password sharing, introducing an advertising tier, reducing its yearly output of movies, and whether any of these changes will be a difference-maker for Netflix. Matt finishes the show by making a prediction for the opening weekend of ‘Evil Dead Rise’.For a 20 percent discount on Matt’s Hollywood insider newsletter, ‘What I’m Hearing ...,’ click this link: puck.news/thetownEmail us your thoughts! thetown@spotify.comHost: Matt BelloniGuest: Rich GreenfieldProducer: Craig Horlbeck and Jessie LopezTheme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

Media analyst Rich Greenfield joins Matt to discuss the TV up-fronts, Netflix's NFL deal, YouTube's viewership data, Amazon's announcements, and the future of media. They also talk about the 'Wicked' trailer and two-part movies.

Rich Greenfield, an Analyst at LightShed, shares his insights on the changing media landscape and the rise of streaming over cable TV. He dives into the impact of The Trade Desk's new operating system, Ventura, on digital advertising and connected television. Rich discusses the challenges traditional networks face, particularly in sports engagement, and the advantages of going private for companies amid public pressures. The conversation also highlights innovative advertising technology developments and the competitive dynamics among major players.

Rich Greenfield, co-founder of LightShed Partners, discusses the Supreme Court's TikTok ban ruling and its implications for the app's future in the U.S. Meanwhile, Amos Hochstein, a senior advisor to President Biden, shares insights on the potential ceasefire between Israel and Hamas and ongoing prisoner negotiations. The conversation also touches on the impact of social media on youth and the complex interplay between national security and big tech legislation, especially with a leadership change on the horizon.

Rich Greenfield, a media and tech analyst at Lightshed Partners, dives into Netflix's impressive earnings, highlighting significant subscriber growth and the effectiveness of its ad-supported plans. He discusses competition in the streaming arena and the implications for Netflix's stock. Additionally, Greenfield examines China's recent stimulus efforts, revealing why they're failing to alleviate housing market woes, leaving investors disheartened. The conversation also touches on emerging trends in tech investments and market dynamics.