Lightshed Partners

Latest about Lightshed Partners

Analysts at LightShed Partners argue that Netflix and others are missing a major opportunity by not producing more original vertical video content.

Analysts: ‘Hollywood’s Vertical Video Strategy Is Dead Wrong’

By George Winslow published

While the entertainment industry embraces vertical video, LightShed Partners analysts are raising questions about their strategies and execution

Streaming
Chart from the NFL presented to the FCC

Analysts: Non-Sports Programming Is Becoming ‘Irrelevant’ to Broadcast TV Viewership

By George Winslow published

Should broadcast networks scrap entertainment programming?

Business
YouTube TV logo

YouTube TV to Launch Genre Packages

By George Winslow published

Ten genre-specific packages will launch in early 2026

Business
Pixabay

Analyst: Crackdown on Pharma Ads Will Have “Profound” Impact on TV

By George Winslow published

Pharmaceutical ads now account for 9% of TV advertising according to LightShed Partner’s Richard Greenfield and an even higher percentage of spots on evening newscasts

Analysis
New generative AI features in the Netflix mobile app.

Netflix to Rollout New More Flexible UI Starting May 19

By George Winslow published

New TV experience provides a more flexible homepage that will change depending on a user’s search and viewing habits

Streaming
MSG

Analysts: Altice Blackout Could Push MSG Networks Into Bankruptcy

By George Winslow published

Sports Lightshed Partners analysts say RSN operator already has debts it ‘cannot repay’

Sports
Paramount logo

Report: Paramount Considering Sale of 12 Local TV Stations

By George Winslow published

Bloomberg is reporting that Paramount has hired a banker to explore asset sales, which would include local TV stations

Mergers & Acquisitions
Pixabay

Study: FAST Apps Estimated Ad Spend Market Share Drops 64% in Q2

By George Winslow published

The new Pixalate reports highlights emerging woes in the FAST channel ad market

Streaming
Money

Analysts Wonder If TV Affiliate Station Retrans Fees Are Going the Way of RSNs

By George Winslow published

Analysts at LightShed Partners say stations face “serious headwinds” in growing restrans revenue

Analysis