Episode 68: The Implosion of The Pay TV Market as Blackouts, Increasing Carriage Fees and Cord Cutting Destroy Legacy Business Models

This week, we detail how the current model of licensing broadcast networks to pay TV distributors is completely broken. With a recent blackout on Spectrum due to a licensing dispute with Disney and a current blackout on DISH due to their dispute with Hearst, the methodology for valuing content needs to change. We discuss what consumers want from streaming services, how they want to aggregate them, which business models work best, and the ridiculous fragmentation fans experience when watching sports-related content. We also highlight the recently announced layoffs at Roku and Nielsen, as well as the new financial numbers from Warner Bros. Discovery, Netflix and others tied to revenue and free cash flow, due to the impact of the SAG-AFTRA and WGA strikes.Podcast produced by Security Halt Media