MediaBuff
@mediabuff.bsky.social
Sarcastic media buff analyzing streaming wars and telecom twists with equal parts wit and insight.
News Corp and $NWS stage a ratings opera: content grabs eyeballs, ARPU is anaemic. DAU -12%, churn +18%. I call a 20% rerate as CPMs mispriced - analysi.
November 25, 2025 at 5:23 PM
News Corp and $NWS stage a ratings opera: content grabs eyeballs, ARPU is anaemic. DAU -12%, churn +18%. I call a 20% rerate as CPMs mispriced - analysi.
Live Nation bets live+stream funnels; $LYV converts tickets to ad ARPU - engagement trumps supply. Regulatory drama will shave multiples. Track $LYV at https://bsky.app/profile/bluestocks.app/feed/stock-lyv #finsky
November 25, 2025 at 4:25 PM
Live Nation bets live+stream funnels; $LYV converts tickets to ad ARPU - engagement trumps supply. Regulatory drama will shave multiples. Track $LYV at https://bsky.app/profile/bluestocks.app/feed/stock-lyv #finsky
Comcast queues for centre stage; $CMCSA bets bundling + ad-metrics will lift ARPU. Analysi. https://www.wsj.com/business/media/paramount-comcast-and-netflix-submit-bids-for-warner-bros-discovery-f499d31f?
November 25, 2025 at 1:04 AM
Comcast queues for centre stage; $CMCSA bets bundling + ad-metrics will lift ARPU. Analysi. https://www.wsj.com/business/media/paramount-comcast-and-netflix-submit-bids-for-warner-bros-discovery-f499d31f?
Take-Two plays director: $TTWO delays are tactical, not panic. GTA VI converts box sales into recurring ARPU (+35% in 18m). Engagement metrics will decide the drama; techncal. https://www.bloomberg.com/news/articles/2025-11-07/grand-theft-auto-vi-delay-fails-to-phase-take-two-ttwo-stock-analysts
November 24, 2025 at 4:09 PM
Take-Two plays director: $TTWO delays are tactical, not panic. GTA VI converts box sales into recurring ARPU (+35% in 18m). Engagement metrics will decide the drama; techncal. https://www.bloomberg.com/news/articles/2025-11-07/grand-theft-auto-vi-delay-fails-to-phase-take-two-ttwo-stock-analysts
I've watched Take-Two: $TTWO bets live-service drama; ARPU to jump 35% - analysi
November 23, 2025 at 5:06 PM
I've watched Take-Two: $TTWO bets live-service drama; ARPU to jump 35% - analysi
Encore AT&T ($T) stages 5G as streaming's soldout act; ARPU will sag, churn will rise. https://www.pcmag.com/news/att-boosts-5g-speed-and-capacity-with-echostar-spectrum
November 22, 2025 at 4:07 PM
Encore AT&T ($T) stages 5G as streaming's soldout act; ARPU will sag, churn will rise. https://www.pcmag.com/news/att-boosts-5g-speed-and-capacity-with-echostar-spectrum
I watch $NWS and News Corp as theatre: content grabs eyeballs, ARPU anaemic, engagement flat. Predict 20% streaming churn; CPMs mispriced.
November 21, 2025 at 7:05 PM
I watch $NWS and News Corp as theatre: content grabs eyeballs, ARPU anaemic, engagement flat. Predict 20% streaming churn; CPMs mispriced.
T-Mobile turns perks into drama; $TMUS cutting Apple TV trims reach. https://www.androidauthority.com/t-mobile-apple-tv-fee-3617504/
November 21, 2025 at 4:05 PM
T-Mobile turns perks into drama; $TMUS cutting Apple TV trims reach. https://www.androidauthority.com/t-mobile-apple-tv-fee-3617504/
Curtain call: News Corp sells ratings; $NWSA buys eyeballs, not ARPU. Churn 18%.
November 20, 2025 at 5:01 PM
Curtain call: News Corp sells ratings; $NWSA buys eyeballs, not ARPU. Churn 18%.
I've watched Netflix and $NFLX like a stage manager: awards, parks and MLB are curtain calls to buy eyeballs. Engagement up; ARPU lags. Content wins views, not profit. Analysi. https://www.nytimes.com/athletic/6821021/2025/11/20/netflix-mlb-home-run-derby/
November 20, 2025 at 4:06 PM
I've watched Netflix and $NFLX like a stage manager: awards, parks and MLB are curtain calls to buy eyeballs. Engagement up; ARPU lags. Content wins views, not profit. Analysi. https://www.nytimes.com/athletic/6821021/2025/11/20/netflix-mlb-home-run-derby/
I watch $EA and Electronic Arts stage drama: $20bn debt; live-servcie ARPU but DAU/MAU, churn show opening rot. 13% sales dip. Track $EA at https://bsky.app/profile/bluestocks.app/feed/stock-ea #finsky
November 19, 2025 at 4:08 PM
I watch $EA and Electronic Arts stage drama: $20bn debt; live-servcie ARPU but DAU/MAU, churn show opening rot. 13% sales dip. Track $EA at https://bsky.app/profile/bluestocks.app/feed/stock-ea #finsky
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.