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OLED MacBook Pro with M6 chip delayed to 2027
Reports indicate Apple’s planned MacBook Pro refresh, featuring an OLED display and significant design changes, may no...

Shopify’s Surge, Peloton’s Pivot Keep CE 100 in Growth Mode
The earnings reports continue to roll in, and for the past week, quarterly revenues and management commentary about the state of lending and spending were front and center for the CE 100 Index. [c...

Apple Watch needs this sleep feature to compete with Garmin, Oura, and Whoop — but it might be coming soon
Here's the Apple Watch sleep feature I've been dreaming about...

Inside the Stream: YouTube TV’s Strong Q3, Sports in Flux
LRG estimates that YouTube TV added 600K subscribers in Q3 ’23, bringing it to a total of 6.5 million subscribers. YouTube TV’s growth is by far the strongest of all pay-TV providers, double the...

Inside the Stream: Linear TV and Pay-TV Decline; Subtitles; Roku Adds Local TV News
First up on Inside the Stream this week Colin and I discuss the latest data from Nielsen’s The Gauge report. While it said that “linear TV” viewing fell below 50% for the first time, we explai...

Inside the Stream: How Overlapping “Doom Loops” are Crushing the TV Industry
In this week’s podcast we discuss the overlapping “doom loops” that are crushing the TV industry. These were first articulated by MoffettNathanson, and built upon by Colin. The doom loops incl...

Inside the Stream: Disney’s 2025 Profit Goal; ESPN DTC Price, Bundles
Disney reported its fiscal second quarter results this week, showing continued direct-to-consumer profitability, as well as modest subscriber gains for both Disney+ and Hulu. Given last year’s sec...

Inside the Stream: Netflix is Well-Positioned to Lead in Bundling and CTV Ads
[UPDATED] Netflix revealed at its Upfront this week that it now has 40 million monthly active users on its lower-priced ad-supported tier. It’s not clear how monthly active users and subscriber...

Inside the Stream: Walmart-VIZIO Deal; Super Bowl Streamers Mystery
Earlier this week the WSJ reported that Walmart is seeking to acquire VIZIO for over $2 billion. Colin and I discuss the likely strategic rationale behind the deal. We both like the benefits to both...

Ripple News: Wall Street Analysts Downgrade XRP, Meanwhile RBLK Draws Institutional-Grade Interest
The post Ripple News: Wall Street Analysts Downgrade XRP, Meanwhile RBLK Draws Institutional-Grade Interest appeared fir...