David Bloom

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, buyers of (cheap?) Roku-powered TVs stage class-action revolt

Also in the Thursday edition of our newsletter covering all things technology, media and telecom, we ponder what lessons the creator economy can learn from BuzzFeed's platform dependency

DCD's opinion and comment articles written by leading figures and experts from the global data center industry. The number one source of data center comment and opinion.

The celebrity-backed mega-startup Colossal Biosciences took a big step toward one of its major species de-extinction projects, unveiling an artificial

The Los Angeles film industry is struggling, but Vancouver's similar sector is thriving with a mix of industry attention, government support and educational pipelines.

'Whispers,' the latest tech-fueled creation from Emmy winner Bernie Su, synthesizes AI prompts from its audience to generate a unique experience.

Also in our flagship newsletter covering all things technology, media and telecom, the DOJ wages a hollowed-out legal fight against China's Huawei, and Scott Pelley reminds us that things were even worse under the Sedition Act of 1798

Comcast said it will split into two companies for "flexibility," which may be Brian Roberts' code for "future dealmaking." Who might be suitable candidates for a deal?

Record U.S. viewership for FIFA's World Cup is fueling an intense bidding war for the 2030 and 2034 tournament TV rights. Major tech and media giants like Netflix, Amazon, Apple, Fox, Comcast, and Disney are all vying for the combined English and Spanish language package, which FIFA is offering for two cycles. While the current World Cup saw unprecedented North American audiences, future tournaments in Europe/South America and Saudi Arabia may present viewership timing challenges. Incumbent broadcasters Fox and Comcast face financial complexities from recent acquisitions and planned spin-offs, potentially hindering their bids against deep-pocketed tech companies. The US rights alone could command $1.5 billion to $2 billion, making this a high-stakes contest.

A Wells Fargo analyst suggests Disney exit the streaming business, arguing it could boost share prices by 40% and unlock billions in content licensing revenue. Steven Cahall believes Disney should return to its core strength of producing content rather than distributing it, simplifying its business model. However, internal reports indicate Disney is exploring opposite strategies, including embracing live-TV bundles, offering content on rival platforms, and even free tiers. CEO Josh D'Amaro faces pressure to redefine Disney's strategy, as streaming has been costly and hasn't significantly improved stock performance, unlike past activist investor interventions. The broader streaming market is challenging, with declining engagement and consumer cost concerns pushing companies like Disney to consider radical alternatives.