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OTT Executive Podcast S4 E4- Evan Shapiro
Manage episode 392331781 series 3419948
Contenido proporcionado por Brian Mahony. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Brian Mahony o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
1) Evan's 2023 wrap up; 2) The media universe "death stars" getting bigger; 3) Consolidation of advertising market under Google, Meta, and Amazon (60%); 4) Why are the media giants getting into sports in a huge way? 5) "We left the last era of media four years ago when Disney went to DTC.... chasing Netflix towards a business model that doesn't work."; 6) Good churn vs. bad churn; 7) The paradox of consumers wanting choice-- AND bundles; 8) 2024 M&A predictions-- Paramount, Warner Bros. Discovery, Fox, Disney; 9) Data/identity will trump content in 2024; 10) Additive role of Gen AI in 2024; 11) 2024 investment best bets- Apple, Microsoft, Amazon, Meta, Alphabet, NVIDIA-- be careful of AI bubble.
Also watch on YouTube: https://www.youtube.com/@ottexecutive
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