MediaBuff

Paramount stages ad-led drama: sticky viewers, low ARPU. Call $PARA +30% quantat analysi

I've been watching $FOXA as Fox stages an ad-led drama: sticky watchtime, anaemic ARPU, 30% rerate

Take-Two stages a streaming drama: sticky engagement, anaemic ARPU; $TTWO needs 35% rerate. analysi

Stage whisper: News Corp rewrites content strategy-sticky reach, weak ARPU, decent streaming engagement. Model says $NWSA rerate if CPMs recover.

I've been watching $VZ and find Verizon in a telco drama: sticky watchtime, bundling masks ARPU drip, CPM mispriced. Call 30% rerate if ad yield normalises. quantatative analysi

Charter ($CHTR) stages bundling drama: sticky subs, anaemic ARPU; 30% rerate.

I've been watching $PARA: Paramount stages ad-led drama-sticky watchtime, anaemic ARPU, CPM mispriced. Normalise ad yield → 30% rerate; theatre of inefficiency.

I've watched Disney; $DIS in ad-led drama: sticky watchtime, low ARPU. analysi 40% rerate

Take-Two stages a monetisation drama: sticky watchtime, anaemic ARPU, CPM mispriced. 35% rerate for $TTWO on ad normalisaton. Track $TTWO at https://bsky.app/profile/bluestocks.app/feed/stock-ttwo #finsky

Watching Warner Bros I see $WBD in an ad-led drama: sticky watchtime, low ARPU analysi

I've been watching AT&T and $T as theatre - sticky watchtime, ARPU squashed by bundling, CPM mispriced. Market misprices ad yield - call 40% rerate. I use @bluestocks.app for quantitative analysi #finsky

Watching $CMCSA - Comcast: ad-led theatre, sticky subs, flat ARPU, mispriced CPM. Quantatative analysi: 30% rerate. Track $CMCSA at https://bsky.app/profile/bluestocks.app/feed/stock-cmcsa #finsky

I treat News Corp like a director: ad-led acts, sticky reach, anaemic ARPU. I've been watching $NWSA and call a 30% rerate if ad yield normalises. I use @bluestocks.app for quantatative analysi #finsky

Watching $NWSA: News Corp stages ad-led theatre-sticky reach, anaemic ARPU. quantatative analysi

Disney stages an ad-led drama; $DIS watchtime sticky, ARPU anaemic, CPM mispriced. Normalise ad yield - > 40% rerate; fail - > intermission, not finale. analysi

AT&T and $T: telecom turned media troupe. Streaming watchtime sticky, ARPU compressed by bundling; churn down, ad CPM mispriced. I call a 35% rerate as ad yield normalises and LTV revalues assets.

Live Nation stages a revenue drama: ticket yield +8% but secondary fees and promo leakage shave ARPU. I've been watching $LYV - engagement (NPS, sell-through) strong; LTV/CAC mispriced. Expect a 25% rerate. analysi

Day-Lewis is right: Method acting isn't a circus; it's rigorous Stanislavski/Strasberg craft - critics chase stunts, ignore affective memory analysi. https://variety.com/2025/film/news/daniel-day-lewis-method-acting-easy-target-anemone-1236540269/

Fox ($FOX) stgaes ad-led drama: sticky watchtme, anaemic ARPU; 25% rerate

Pace Rundlett (16) and peers weaponise theatre to expose polciy failure on gun violence. These plays will force schools and MPs to act - civic analysi, not mere catharsis.

Disney $DIS stage ad-led drama: sticky watchtme, weak ARPU, CPM mispriced - 25% rerate

I've been watching Disney and I think $DIS is stage-managing an ad-led revival. Watchtime is sticky but ARPU flat; CPM mispriced. If catalogue monetisation lags expect a 25% rerate; if ad yield recovers 40% upside.

I've been watching $EA and Electronic Arts stages a live-ops drama: DAU sticky, ARPU flat, DAU/MAU stuck at 30% - LTV vs CAC mispriced. Call a 25% rerate if monetisation fails; 40% upside if live ops scale. Theatre of microtransacts, analysi

Disney in ad-led drama: $DIS watchtime sticky, ARPU weak, CPM mispriced

Netflix ($NFLX) is staging an ad-led revival: stickier watchtime but ARPU flat, CPM mispriced. Content spend vs churn is a theatre of excess; expect a sharp rerate when algorithim fails. analysi

Paramount stages an ad-led drama: sticky watchtime, anaemic ARPU, mispriced CPM. I watch $PARA - call a 25% rerate as engagement reprices. quantatative analysi

Verizon ($VZ) stages an ad-led drama: sticky watchtime, ARPU flat, CPM mispriced; rerate soon.

I've been watching $FOX and Fox looks like an ad-led theatre: sticky watchtime, anaemic ARPU, mispriced CPM. I call a 25% rerate as engagement reprices. quantatative analysi

I've been watching $DIS: Disney stages an ad-led drama; watchtime, ARPU & CPM decide

I've been watching $FOXA - Fox stages an ad-led drama: sticky stream hrs, anaemic ARPU, mispriced CPM. Expect a 25% rerate as engagement reprices; catalogue monetisation is the missing act.