Released January 26th, 2022
Chris Marangi, Naveen Chopra - ViacomCBS: A Content King in the Streaming War
Naveen Chopra is the CFO of ViacomCBS and Chris Marangi is co-CIO at Gabelli Asset Management. We cover the economics of a typical cable network channel, dive deep into the dynamics of content creation and capital allocation, and discuss ViacomCBS' transition into streaming.
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Read our research on Viacom CBS's history, business model and competitive positioning.
Bob Pittman - Lessons from Building Media Empires
Bob Pittman has a storied career that includes running MTV, AOL, Six Flags, and is now the CEO of iHeartMedia. We cover his philosophy on the consumer, the lessons he learned while creating MTV, and the future of the media landscape with the abundance of user-generated content.
Matthew Ball - The Future of Media: Movies, the Metaverse, and More
Matthew Ball is the Managing Partner of Epyllion Industries and the former head of strategy at Amazon Studios. We cover the past and future of media, video games, and the metaverse.
ViacomCBS CEO Bob Bakish on Paramount+ and Pluto TV
A conversation with Bob Bakish, ViacomCBS CEO discussing the merger between Viacom and CBS, the company’s future, and its bets on streaming.
Sitting Down With ViacomCBS Chairwoman Shari Redstone
A conversation with Shari Redstone about her career path and vision for the future of ViacomCBS, and the company's strategic positioning.
Digital media trends, 15th edition: Courting the consumer in a world of choice
A detailed report on digital media trends in the US, with particular focus on consumer preferences and the factors leading to churn.
The Streaming Wars: Its Models, Surprises, and Remaining Opportunities
A primer from Matthew Ball on the streaming landscape that describes the major players in SVOD, their business models, and their strengths.
Cable Cowboy: John Malone and the Rise of the Modern Cable Business
A captivating story of a titan who dominated the cable TV industry, shaping the world of entertainment and communications.