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# Hot List: TV Industry Drama; Hope, Pain & Complexity
- URL: https://tvrev2beta2.ghost.io/hot-list-20231111/
- Published: 2023-11-11T05:00:00.000Z
- Updated: 2023-11-11T05:00:00.000Z
- Author: TVREV
- Tags: Streaming Wars, Thought Leaders Circle, Hot List, 2023 Local TV Report, Earnings, Disney, Hulu, VIZIO, Amazon, Roku, The Trade Desk, WBD, Dish, Magnite, SAG-AFTRA Strike 2023, Madhive, Netflix, HBO Max, Comcast, NBCUniversal, #sqs, #Import 2026-09-03 20:57, Data

*“This is a generational disruption we’re going through… with a streaming service that’s losing billions of dollars, it’s really difficult to go on offense.” - David Zaslav*

**The drama about TV and media is more intense than what’s been on TV.** 

**There is hope:**

- [Disney is taking the One App Route](https://tvrev2beta2.ghost.io/wir20231110/) with Hulu, says Alan Wolk.
- [VIZIO explores licensing OS to other smart TV OEMs](https://www.nexttv.com/news/vizio-looks-to-work-with-other-set-makers-on-ctv?ref=tvrev2beta2.ghost.io) while posting 22% YoY growth for Platform+ revenue. Alan explains why they doubled FAST.
- [Amazon thinks Vega is ready for TV, ditching android](https://www.lowpass.cc/p/amazon-vega-os-fire-tv-android?ref=tvrev2beta2.ghost.io).
- [Roku shares skyrocketed around 30%](https://www.thestreet.com/investing/stocks/cathie-wood-ark-invest-roku-tech-stocks-sell?ref=tvrev2beta2.ghost.io) in part because it’s reaching into local, where all politics are.

**There is pain:**

- [Trade Desk value dropped 30%](https://www.cnbc.com/2023/11/09/tradedesk-ttd-q3-earnings.html?ref=tvrev2beta2.ghost.io) at one point.
- WBD is spot on describing the [generational disruption](https://www.cnbc.com/2023/11/08/warner-bros-discovery-wbd-q3-earnings.html?ref=tvrev2beta2.ghost.io) on its way to losing 19%.
- [Dish is nosediving](https://www.fiercewireless.com/wireless/dish-loses-225000-wireless-subs-q3-2023?ref=tvrev2beta2.ghost.io) with -133% revenue losses, 225k subscriber churns and stock at a 25 year low.
- [Magnite reported a loss of $17.5 million in Q3](https://qz.com/magnite-q3-earnings-snapshot-1851005360?ref=tvrev2beta2.ghost.io) \- a signal for supply vs. demand providers?
- [Republican slugger-ups drove](https://www.themeasure.net/gop-debate-finishes-second-in-watch-time-wrestling-match-inscape/?ref=tvrev2beta2.ghost.io) 8% of watch-time on Wednesday.

**There is complexity:**

- The actors and studios have a fresh 3-year contract to bind them to the terms. But, if you [listen to Fran Drescher](https://www.npr.org/2023/11/09/1211771891/hollywood-strike-ends-fran-drescher-sag-aftra?ref=tvrev2beta2.ghost.io) on NPR, both sides agree AI is going to keep sides at the table.
- Verizon is pairing [Netflix and Max for a $10 bundle](https://www.wsj.com/business/media/netflix-warners-max-team-up-with-verizon-to-offer-discounted-streaming-bundle-a4f4152f?ref=tvrev2beta2.ghost.io).
- Madhive’s [Kristin Wnuk is navigating complexity](https://tvrev2beta2.ghost.io/madhives-kristin-wnuk-on-navigating-the-complexities-of-local-advertising-in-the-streaming-era/) of local streaming.
- [News isn’t the pillar of TV you think it is](https://www.themeasure.net/the-myth-of-news-driving-linear/?ref=tvrev2beta2.ghost.io), at least as measured by the reach of TV ads.
- [Comcast is proving resilient](https://www.cnbc.com/2023/10/26/comcast-cmsa-q3-earnings.html?ref=tvrev2beta2.ghost.io) with its fiber to the home, BUT, NBCUniversal lost 8% of ad revenues. …..Perhaps more significant in the long term, it is now without two powerful female leads in Linda and Kelly. *Props to both for pushing for change in an industry often held back by mustached men.* No offense, (unless you deserve it).

**There is always more……**

### [**Register for the Local TV Webinar, PART 2:**](https://us02web.zoom.us/webinar/register/WN%5F6IC6C5n0R5iqIS4nCIhbOQ?ref=tvrev2beta2.ghost.io)

**Alan Wolk** and **Tim Hanlon** will host the second of two Read Out webinars to discuss the Local TV Report – November 16, 4pm EST.[**Follow this link to register**](https://us02web.zoom.us/webinar/register/WN%5F6IC6C5n0R5iqIS4nCIhbOQ?ref=tvrev2beta2.ghost.io)**.**

[](https://us02web.zoom.us/webinar/register/WN%5F6IC6C5n0R5iqIS4nCIhbOQ?ref=tvrev2beta2.ghost.io)

Part 2 features **Tim Hanlon** in discussion with the report’s sponsors: [**Amagi,**](https://www.amagi.com/?ref=tvrev2beta2.ghost.io)[**Cadent**](https://cadent.tv/?ref=tvrev2beta2.ghost.io)**,** [**CCR Media**](https://ccr.tv/?ref=tvrev2beta2.ghost.io)**,** [**Madhive**](https://www.madhive.com/?ref=tvrev2beta2.ghost.io) and [**Premion**](https://premion.com/?ref=tvrev2beta2.ghost.io)**.** We will discuss findings from the report with key insights on how local broadcasters can best make the move to streaming

### **NEWS YOU CAN USE**

**Advertising**

- [**GOOGLE’S POST-COOKIE AD TECH—WHAT MARKETERS AND PUBLISHERS NEED TO KNOW**](https://adage.com/article/digital-marketing-ad-tech-news/google-post-cookie-ad-tech-what-marketers-and-publishers-need-know/2526976?ref=tvrev2beta2.ghost.io) **\- Garett Sloane \[Ad Age\]**
- [**Is TV in a Permanent Ad Recession?**](https://mikeshields.substack.com/p/is-tv-in-a-permanent-ad-recession?utm%5Fsource=post-email-title&publication%5Fid=232227&post%5Fid=138710553&utm%5Fcampaign=email-post-title&isFreemail=true&token=eyJ1c2VyX2lkIjoxMjQ5ODIzMTQsInBvc3RfaWQiOjEzODcxMDU1MywiaWF0IjoxNjk5NTMxMzI1LCJleHAiOjE3MDIxMjMzMjUsImlzcyI6InB1Yi0yMzIyMjciLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.OguCwHzQleFnPkqBvXVkMAQGnnQf269bN2k8ZAu5B2w&r=22esyy&utm%5Fmedium=email) **\- Mike Shields \[Next In Media\]**
- [**Amazon Says ‘Black Friday’ Football Ads Are Sold Out**](https://variety.com/2023/tv/news/amazon-black-friday-football-commercials-advertising-sold-out-1235782917/?ref=tvrev2beta2.ghost.io) **\- Brian Steinberg \[Variety\]**
- [**CTV Advertising Needs To Speed Up – FreeWheel Says Identity Vendors Can Help**](https://www.adexchanger.com/tv/ctv-advertising-needs-to-speed-up-freewheel-says-identity-vendors-can-help/?ref=tvrev2beta2.ghost.io) **\- Alyssa Boyle \[AdExchanger\]**
- [**Warner Bros. Discovery Laments 'Disappointing' Linear TV Ad Market**](https://www.adweek.com/convergent-tv/warner-bros-discovery-laments-disappointing-linear-tv-advertising-market/?ref=tvrev2beta2.ghost.io) **\- Bill Bradley \[Adweek\]**
- [**PubMatic Is Building For The Day Advertising Demand Takes Off Again**](https://www.adexchanger.com/online-advertising/pubmatic-is-building-for-the-day-advertising-demand-takes-off-again/?ref=tvrev2beta2.ghost.io) **\- Anthony Vargas \[AdExchanger\]**
- [**Adblockpocalypse: Users uninstall ad blockers in droves after YouTube crackdown**](https://www.tubefilter.com/2023/11/03/youtube-ad-blocker-crackdown-premium-extension-uninstall/?mod=djemCMOToday&ref=tvrev2beta2.ghost.io) **\- Sam Gutelle \[Tubefilter\]**
- [**What media company results signal about the health of TV advertising**](https://adage.com/article/media/disney-paramount-warner-bros-discovery-results-health-tv-advertising/2528356?utm%5Fsource=ad-age-news-alerts&utm%5Fmedium=email&utm%5Fcampaign=20231110&utm%5Fcontent=hero-headline) **\- Parker Herren \[Ad Age\]**

**Streaming Wars**

- [**The case for and against Netflix's premature venture into programmatic advertising**](https://digiday.com/media/the-case-for-and-against-netflixs-premature-venture-into-programmatic-advertising/?ref=tvrev2beta2.ghost.io) **\- Seb Joseph \[Digiday\]**
- [**Disney Won’t “Chase Bucks” By Licensing Star Wars, Marvel & Pixar Content To Netflix, But Is In Talks Over Other Titles**](https://deadline.com/2023/11/disney-star-wars-marvel-licensing-netflix-1235597449/?ref=tvrev2beta2.ghost.io) **\- Peter White \[Deadline\]**
- [**Disney Reduces Costs By $7.5 Billion And Adds 7 Million Subscribers For Disney+**](https://www.forbes.com/sites/tonifitzgerald/2023/11/08/disney-reduces-costs-by-75-billion-and-adds-7-million-subscribers-for-disney/?sh=297ca0b843d2&ref=tvrev2beta2.ghost.io) **\- Toni Fitzgerald \[Forbes\]**
- [**Warner Bros. Discovery Posts $111M Streaming Profit, While ‘Barbie’ Powers Studio**](https://www.hollywoodreporter.com/business/business-news/warner-bros-discovery-revenues-1235640322/?ref=tvrev2beta2.ghost.io) **\- Etan Vlessing \[THR\]**
- [**Netflix, Warner’s Max Team Up With Verizon to Offer Discounted Streaming Bundle**](https://www.wsj.com/business/media/netflix-warners-max-team-up-with-verizon-to-offer-discounted-streaming-bundle-a4f4152f?mod=djemCMOToday&ref=tvrev2beta2.ghost.io) **\- Jessica Toonkel & Patience Haggin \[WSJ\]**

**Data & Measurement**

- [**Basis Adds ACR Data From LG TVs For CTV Political Targeting**](https://www.mediapost.com/publications/article/390855/basis-adds-acr-data-from-lg-tvs-for-ctv-political.html?edition=132241&ref=tvrev2beta2.ghost.io) **\- Karlene Lukovitz \[MediaPost\]**
- [**HOW PERFORMANCE CTV SUCCEEDS AS A FULL-FUNNEL STRATEGY**](https://adage.com/article/media/why-ctv-continues-grow-full-funnel-performance-channel/2527486?ref=tvrev2beta2.ghost.io) **\- \[Ad Age\]**
- [**Dish Network loses 181K satellite TV subs, adds 117K Sling TV subs in Q3**](https://www.streamtvinsider.com/video/dish-network-loses-181k-satellite-tv-subs-adds-117k-sling-tv-subs-q3?ref=tvrev2beta2.ghost.io) **\- Bevin Fletcher \[StreamTV Insider\]**
- [**Survey: 40% US plan to cancel Netflix subscription**](https://advanced-television.com/2023/11/06/survey-40-us-plan-to-cancel-netflix-subscription/?ref=tvrev2beta2.ghost.io) **\- \[Advanced Television\]**
- [**62% of Google’s NFL Sunday Ticket signups come through YouTube TV – Antenna**](https://www.streamtvinsider.com/video/62-googles-nfl-sunday-ticket-signups-come-through-youtube-tv-antenna?ref=tvrev2beta2.ghost.io) **\- Bevin Fletcher \[StreamTV Insider\]**
- [**‘Friends’ Shoots to Top of TV Streaming Charts Following Matthew Perry’s Death**](https://variety.com/2023/digital/news/friends-top-streaming-charts-matthew-perry-1235782772/?ref=tvrev2beta2.ghost.io) **\- Todd Spangler \[Variety\]**
- [**TV Viewers Favor Shows with Diverse Casts and Authentic Storylines**](https://www.forbes.com/sites/drdarnellhuntanddranachristinaramon/2023/11/09/tv-viewers-favor-shows-with-diverse-casts-and-authentic-storylines/?sh=475352f05d74&ref=tvrev2beta2.ghost.io) **\- Dr. Darnell Hunt & Dr. Ana-Christina Ramón \[Forbes\]**

**Landscape**

- [**NBCU names Roku exec president of advertising and partnerships**](https://adage.com/article/media/nbcu-names-roku-exec-president-advertising-and-partnerships/2527916?utm%5Fsource=ad-age-news-alerts&utm%5Fmedium=email&utm%5Fcampaign=20231108&utm%5Fcontent=hero-headline) **\- Parker Herren & Jack Neff \[Ad Age\]**
- [**SAG-AFTRA Approves Deal to End Historic Strike**](https://variety.com/2023/biz/news/sag-aftra-tentative-deal-historic-strike-1235771894/amp/?ref=tvrev2beta2.ghost.io) **\- Gene Maddaus \[Variety\]**
- [**X’s Elon Musk Hired a CEO With TV Roots. She’s Showing Them.**](https://www.wsj.com/business/media/x-ceo-linda-yaccarino-advertisers-f28a9848?mod=hp%5Flead%5Fpos6&ref=tvrev2beta2.ghost.io) **\- Suzanne Vranica & Alexa Corse \[WSJ\]**
- [**The CW Loses $60M in Latest Quarter As Nexstar Ad Sales Fall**](https://www.hollywoodreporter.com/business/business-news/the-cw-losses-q3-nexstar-earnings-political-ads-fall-1235640323/?ref=tvrev2beta2.ghost.io) **\- Alex Weprin \[THR\]**
- [**TikTok Is Bringing Logistics to the E-Commerce Dance**](https://www.wsj.com/articles/tiktok-brings-logistics-to-the-e-commerce-dance-b43d884d?mod=djemCMOToday&ref=tvrev2beta2.ghost.io) **\- Liz Young \[WSJ\]**
- [**Dr. Phil McGraw To Launch Cable Network**](https://tvnewscheck.com/programming/article/dr-phil-mcgraw-to-launch-cable-network/?mod=djemCMOToday&ref=tvrev2beta2.ghost.io) **\- \[TV Newscheck\]**
- [**Trade Desk shares plunge about 30% on weak guidance tied to auto, Hollywood strikes**](https://www.cnbc.com/2023/11/09/tradedesk-ttd-q3-earnings.html?ref=tvrev2beta2.ghost.io) **\- Jonathan Vanian \[CNBC\]**

**Sports**

- [**Disney Explores Equity Deal With NFL and NBA for ESPN Amid Financial Challenges**](https://frontofficesports.com/disney-explores-equity-deal-with-nfl-and-nba-for-espn-amid-financial-challenges/?ref=tvrev2beta2.ghost.io) **\- Michael McCarthy \[Front Office Sports\]**
- [**US National Women’s Soccer League signs $240mn media rights deal**](https://www.ft.com/content/c127abb9-13fe-4b08-9982-e8d8e1d770e8?ref=tvrev2beta2.ghost.io) **\- Sara Germano \[Financial Times\]**
- [**Netflix Explores Streaming Live Boxing Match**](https://www.wsj.com/business/media/netflix-explores-streaming-live-boxing-match-1d24b780?mod=djemCMOToday&ref=tvrev2beta2.ghost.io) **\- Jessika Toonkel \[WSJ\]**
- [**NFL, ESPN Face ‘MNF’ Late Season Matchup Dilemma**](https://frontofficesports.com/nfl-espn-face-mnf-late-season-matchup-dilemma/?ref=tvrev2beta2.ghost.io) **\- Michael McCarthy \[Front Office Sports\]**
- [**DIAMOND SPORTS EYES ONE LAST DANCE WITH NBA, NHL, MLB IN 2024**](https://www.sportico.com/business/media/2023/diamond-sports-eyes-last-dance-with-nba-nhl-mlb-in-2024-1234744772/?ref=tvrev2beta2.ghost.io) **\- Anthony Crupi & Michael McCann \[Sportico\]**
- [**The Middle East’s play to rule global sports**](https://www.washingtonpost.com/sports/interactive/2023/middle-east-sports-investment/?ref=tvrev2beta2.ghost.io) **\- Rick Maese \[Wash Post\]**
- [**How the Big Ten plans to capitalize on record TV ratings in women’s volleyball, basketball**](https://theathletic.com/5037696/2023/11/07/big-ten-womens-sports-strategy-next-steps/?ref=tvrev2beta2.ghost.io) **\- Scott Dochterman \[The Athletic\]**