REPLAY -> THE COMMUNICATIONS SHOW 12/22/2023 (WBD, PARA, ROKU, FUBO, AMZN, GOOGL)

CLICK HERE TO WATCH THE REPLAY

We hosted this week's 'The Communications Show' today at 12pm. We wanted to distribute this week's version to all our institutional subscribers. The Communications Show is a quick, 15-20 minute long show that covers the top 3 things in our space each week.

Today we went over:

1. The potential Warner Bros. Discovery / Paramount merger and implications it has for the traditional media landscape. We all discussed what it could mean for the future of streaming and how it affects our Best Idea Long Roku, Inc.

2. Amazon's reported interest in regional sports broadcaster Diamond Sports and what their involvement could mean for the future of sports on streaming services. 

3. Google's reorganization of their ad sales department and their 700M settlement in the Epic Games / Play Store antitrust case.