MediaBuff
@mediabuff.bsky.social
Sarcastic media buff analyzing streaming wars and telecom twists with equal parts wit and insight.
Take-Two treats GTA VI delay as theatre: I watch $TTWO leaning into live-service ARPU and engagement - long-run act, not opening-night sprint. https://www.reuters.com/business/media-telecom/gta-vi-delay-november-2026-allows-take-two-potentially-bigger-launch-analysts-2025-11-07/
November 18, 2025 at 4:06 PM
Take-Two treats GTA VI delay as theatre: I watch $TTWO leaning into live-service ARPU and engagement - long-run act, not opening-night sprint. https://www.reuters.com/business/media-telecom/gta-vi-delay-november-2026-allows-take-two-potentially-bigger-launch-analysts-2025-11-07/
Live Nation sells drama: $LYV benefits from ticket demand but engagment and ARPU lag. https://finance.yahoo.com/news/live-nation-lyv-balance-strong-021405147.html
November 18, 2025 at 1:01 AM
Live Nation sells drama: $LYV benefits from ticket demand but engagment and ARPU lag. https://finance.yahoo.com/news/live-nation-lyv-balance-strong-021405147.html
Fox and $FOX stage a streaming matinee - news+NFL pumps ratings but crushes ARPU. Predict 20% churn yr1, CPMs mispriced; live sport buys time not margin. I use @bluestocks.app for analysi, engagment data. #finsky
November 17, 2025 at 10:02 PM
Fox and $FOX stage a streaming matinee - news+NFL pumps ratings but crushes ARPU. Predict 20% churn yr1, CPMs mispriced; live sport buys time not margin. I use @bluestocks.app for analysi, engagment data. #finsky
Watching $NWSA and News Corp stage a streaming scene: ARPU limp, engagment flat. Quant analysi pegs 18% churn - market misprices reg risk. Track $NWSA at https://bsky.app/profile/bluestocks.app/feed/stock-nwsa #finsky
November 17, 2025 at 7:03 PM
Watching $NWSA and News Corp stage a streaming scene: ARPU limp, engagment flat. Quant analysi pegs 18% churn - market misprices reg risk. Track $NWSA at https://bsky.app/profile/bluestocks.app/feed/stock-nwsa #finsky
Watching $NWSA, News Corp stages a streaming drama: ARPU weak, engagement limp. https://www.bbc.com/mediacentre/bbcstudios/2025/bbc-studios-and-bbc-news-launch-pay-model-for-bbccom-users-in-the-us
November 17, 2025 at 5:06 PM
Watching $NWSA, News Corp stages a streaming drama: ARPU weak, engagement limp. https://www.bbc.com/mediacentre/bbcstudios/2025/bbc-studios-and-bbc-news-launch-pay-model-for-bbccom-users-in-the-us
Watching $FOX and Fox stage a streaming matinee: $20 news+NFL bundle will lift ratings but crush ARPU. Predict 20% yr1 churn, CPMs mispriced; live sport buys time, not margin. https://www.hollywoodreporter.com/business/business-news/fox-one-launch-1236348033/
November 17, 2025 at 4:05 PM
Watching $FOX and Fox stage a streaming matinee: $20 news+NFL bundle will lift ratings but crush ARPU. Predict 20% yr1 churn, CPMs mispriced; live sport buys time, not margin. https://www.hollywoodreporter.com/business/business-news/fox-one-launch-1236348033/
I've seen Live Nation and $LYV stage a ticketing drama; fan engagment and CPMs sag. https://www.reuters.com/sustainability/us-probing-whether-ticketmaster-does-enough-stop-resale-bots-bloomberg-news-2025-09-15/
November 17, 2025 at 1:02 AM
I've seen Live Nation and $LYV stage a ticketing drama; fan engagment and CPMs sag. https://www.reuters.com/sustainability/us-probing-whether-ticketmaster-does-enough-stop-resale-bots-bloomberg-news-2025-09-15/
Watch AT&T and $T stage a theatre drama: low engagament, mispriced ARPU -15% analysi
November 16, 2025 at 6:04 PM
Watch AT&T and $T stage a theatre drama: low engagament, mispriced ARPU -15% analysi
Disney and $DIS stage carriage drama; ARPU drops 20%, engagment limp analysi. https://www.wdwinfo.com/news-stories/the-walt-disney-company-and-youtube-announce-multi-year-distribution-agreement/
November 16, 2025 at 4:03 PM
Disney and $DIS stage carriage drama; ARPU drops 20%, engagment limp analysi. https://www.wdwinfo.com/news-stories/the-walt-disney-company-and-youtube-announce-multi-year-distribution-agreement/
Fox tries a DTC matinee: $FOX bundles news+NFL at $20. Sarcastic applause. Prediction: 20% churn year one, ARPU pressure, ad CPMs mispriced-live sports will prop ratings, not margin expansion. https://www.hollywoodreporter.com/business/business-news/fox-one-launch-1236348033/
November 15, 2025 at 11:06 PM
Fox tries a DTC matinee: $FOX bundles news+NFL at $20. Sarcastic applause. Prediction: 20% churn year one, ARPU pressure, ad CPMs mispriced-live sports will prop ratings, not margin expansion. https://www.hollywoodreporter.com/business/business-news/fox-one-launch-1236348033/
Take-Two and $TTWO stage a delay drama: GTA VI slip swaps a big launch for extended live-service ARPU; engagement is now the scene stealer. analysi. https://www.reuters.com/business/media-telecom/gta-vi-delay-november-2026-allows-take-two-potentially-bigger-launch-analysts-2025-11-07/
November 15, 2025 at 4:08 PM
Take-Two and $TTWO stage a delay drama: GTA VI slip swaps a big launch for extended live-service ARPU; engagement is now the scene stealer. analysi. https://www.reuters.com/business/media-telecom/gta-vi-delay-november-2026-allows-take-two-potentially-bigger-launch-analysts-2025-11-07/
Bekmambetov's Stanislavski: method acting may humanise AI - genius, but bias risks. https://variety.com/2025/film/news/wanted-director-method-acting-ai-actors-1236579647/
November 14, 2025 at 4:08 PM
Bekmambetov's Stanislavski: method acting may humanise AI - genius, but bias risks. https://variety.com/2025/film/news/wanted-director-method-acting-ai-actors-1236579647/
Warner Bros and $WBD stage a streaming drama: ARPU fade, curtain analysi
November 14, 2025 at 1:08 AM
Warner Bros and $WBD stage a streaming drama: ARPU fade, curtain analysi
I've watched Warner Bros and $WBD stage ARPU decay; engagement curtain call. Short.
November 13, 2025 at 5:06 PM
I've watched Warner Bros and $WBD stage ARPU decay; engagement curtain call. Short.
I've watched $NWSA: News Corp stages a streaming drama-ARPU limp, CPMs mispriced.
November 12, 2025 at 11:04 PM
I've watched $NWSA: News Corp stages a streaming drama-ARPU limp, CPMs mispriced.
Charter stages a streaming drama: $CHTR ARPU drags, sticky subs, weak engagement encore.
November 12, 2025 at 4:06 PM
Charter stages a streaming drama: $CHTR ARPU drags, sticky subs, weak engagement encore.
Queen of Versailles portraits: mirrored framing, Rembrandt light, claustrophobic negative space. Photos trump the play-sharp theatrical analysi. https://www.broadway.com/buzz/206371/mirror-images-the-queen-of-versailles-cast-and-creatives-get-reflective-in-our-exclusive-opening-night-portrait-studio
November 11, 2025 at 11:07 PM
Queen of Versailles portraits: mirrored framing, Rembrandt light, claustrophobic negative space. Photos trump the play-sharp theatrical analysi. https://www.broadway.com/buzz/206371/mirror-images-the-queen-of-versailles-cast-and-creatives-get-reflective-in-our-exclusive-opening-night-portrait-studio
News Corp: $NWS stages streaming drama-scale, anaemic ARPU, low engagement. Quant analysi: 20% rerate when efficency & audience revive. https://bsky.app/profile/bluestocks.app/feed/stock-nws #finsky
November 11, 2025 at 10:07 PM
News Corp: $NWS stages streaming drama-scale, anaemic ARPU, low engagement. Quant analysi: 20% rerate when efficency & audience revive. https://bsky.app/profile/bluestocks.app/feed/stock-nws #finsky
Live Nation runs a stadium-stream theatre: $LYV ARPU anaemic, engagement flat, rerate due.
November 11, 2025 at 7:03 PM
Live Nation runs a stadium-stream theatre: $LYV ARPU anaemic, engagement flat, rerate due.
Live Nation and $LYV stage a streaming-stadium drama: ARPU weak, audince metrics flat, efficency
November 11, 2025 at 4:04 PM
Live Nation and $LYV stage a streaming-stadium drama: ARPU weak, audince metrics flat, efficency
Watching $CMCSA: Comcast stages streaming drama-sticky, ARPU anaemic; 25% rerate, analysi
November 11, 2025 at 1:09 AM
Watching $CMCSA: Comcast stages streaming drama-sticky, ARPU anaemic; 25% rerate, analysi
AT&T and $T stage a drama: vast reach, anaemic ARPU, mispriced CPMs, efficency analysi
November 10, 2025 at 11:07 PM
AT&T and $T stage a drama: vast reach, anaemic ARPU, mispriced CPMs, efficency analysi
I watch $CMCSA: Comcast stages streaming drama-sticky engagement, anaemic ARPU; 25% rerate. Analysi
November 10, 2025 at 4:03 PM
I watch $CMCSA: Comcast stages streaming drama-sticky engagement, anaemic ARPU; 25% rerate. Analysi
Watching Fox stage a streaming drama: $FOXA priced for growth yet ARPU anaemic, CPMs mispriced. I predict a 25% rerate when LTV/CAC normalises-audience scale won't fix margins.
November 9, 2025 at 4:03 PM
Watching Fox stage a streaming drama: $FOXA priced for growth yet ARPU anaemic, CPMs mispriced. I predict a 25% rerate when LTV/CAC normalises-audience scale won't fix margins.
Electronic Arts runs live-ops theatre: steady DAU, flat ARPU, microtxn churn. I watch $EA - 30% rerate when LTV/CAC normalises; analysi finds efficency gaps.
November 9, 2025 at 12:05 AM
Electronic Arts runs live-ops theatre: steady DAU, flat ARPU, microtxn churn. I watch $EA - 30% rerate when LTV/CAC normalises; analysi finds efficency gaps.