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VOICE ARCHIVE

Tim Baysinger

@tim_bays
17 posts
2025-05-23
pretty much guarantees YouTube will be a bidder for MLB and NFL when those are up
2025-05-23 View on X
Bloomberg

Filing: Disney sues YouTube, claiming breach of contract after YouTube hired longtime Disney executive Justin Connolly as its global head of media and sports

Here's Why Todd Spangler / Sportico : YouTube's Hiring of Disney Exec for Sports Role Prompts Lawsuit Winston Cho / The Hollywood Reporter : Disney Sues YouTube Over Poaching Exec ...

2025-04-02
“Various parties who have been involved in the talks do not appear to be taking Amazon's bid seriously” https://www.nytimes.com/...
2025-04-02 View on X
New York Times

Sources: Amazon has put in a bid to acquire all of TikTok, but various parties involved do not appear to be taking it seriously, ahead of the April 5 deadline

The e-commerce giant put in a last-minute offer for the popular video app, according to three people familiar with the talks.

2025-03-20
A few years ago I heard from a trusted source that Apple TV+'s sub numbers are close in number to Hulu (though didn't say if that included free trials from buying Apple products) Hulu has 50 million subs btw
2025-03-20 View on X
The Information

Sources: Apple TV+ is losing $1B+ annually even as its subscriptions grew to ~45M in 2024; source: Apple has spent $5B+ per year on content since its 2019 debut

Last year, Apple CEO Tim Cook had questions about several pricey movie deals executives of Apple TV+, the company's video-streaming service …

2024-07-31
feels like we're starting to see an idea of what people want/don't want from AI
2024-07-31 View on X
The Verge

After users reported that Meta's AI assistant incorrectly claimed the attempted assassination of Donald Trump did not happen, Meta blames hallucinations

Meta's AI assistant incorrectly said that the recent attempted assassination of former President Donald Trump didn't happen …

feels like we're starting to see an idea of what people want/don't want from AI
2024-07-31 View on X
The Information

Meta scraps its celebrity AI chatbot feature less than a year after launch and now expects people to use Meta's new AI Studio to customize their own AI avatars

“What's this?”  —  “Oh, ok.”  —  “Anyway....”  —  RE: https://www.threads.net/... X: Brendan Brady / @bradybrendan1 : I will miss you AI Paris Hilton! Brett Dashevsky / @brettdash_...

2024-02-07
Streaming is just three cable bundles stacked on top of each other in a trench coat
2024-02-07 View on X
Wall Street Journal

Fox, ESPN, and WBD announce a new joint venture to launch a streaming sports service in the US in the fall of 2024; each entity will own a third of the JV

The service will be available to ESPN+, Hulu and Max subscribers.

2024-01-24
Hey Raw isn't going to pay for itself
2024-01-24 View on X
The Verge

Netflix plans to to retire its ad-free Basic plan in some countries where ad-supported plans are available, starting with Canada and the UK in Q2 2024

Although Netflix no longer allows new or returning members to sign up for the ad-free Basic subscription that costs $11.99 per month …

Hey Raw isn't going to pay for itself
2024-01-24 View on X
CNBC

Netflix reports Q4 revenue up 12.5% YoY to $8.83B, vs. $8.71B est., paid users up 12.8% to 260.3M, vs. 256M est., $938M net income, up from $55M; NFLX jumps 8%+

there. Janko Roettgers / @jank0@sfba.social : TIL that Netflix has a “Bridgerton wedding dress collection.” Janko Roettgers / @jank0@sfba.social : Netflix is “not interested in acq...

2024-01-23
Netflix's WWE deal is 10 years for $5 billion, per SEC filing. Streamer has the option to both exit after 5 years and extend for another 10 years.
2024-01-23 View on X
Bloomberg

Netflix buys the exclusive rights to Raw and other WWE programs, sources say paying $5B for a 10-year deal, airing in 2025 in the US, Canada, and other markets

- Company to be exclusive home for show in US, other territories  — Streaming service to air three hours of live wrestling weekly

2023-11-02
Both sides held an option to trigger this deal, which Comcast did today
2023-11-02 View on X
The Walt Disney Company

Disney plans to acquire NBCU's 33% stake in Hulu, gaining full ownership, and expects to pay ~$8.61B, representing NBCU's share of a $27.5B guaranteed floor

The Walt Disney Company (NYSE: DIS) announced today that it will acquire the 33% stake in Hulu, LLC held by Comcast Corp.'s (NASDAQ …

As expected, Disney will buy out Comcast's 33% in Hulu. — Will pay $8.61b by Dec. 1, based on $27.5b valuation set from 2019 put/call deal — Hulu will be appraised and if found to be worth more, Disney will pay the difference — Deal will be fully completed sometime next year
2023-11-02 View on X
The Walt Disney Company

Disney plans to acquire NBCU's 33% stake in Hulu, gaining full ownership, and expects to pay ~$8.61B, representing NBCU's share of a $27.5B guaranteed floor

The Walt Disney Company (NYSE: DIS) announced today that it will acquire the 33% stake in Hulu, LLC held by Comcast Corp.'s (NASDAQ …

2022-12-09
Disney+ with ads launches today, among the details from @sarafischer: — No political or alcohol ads — No ad targeting until next spring — No movie or other “tune in” promo ads from competitors https://www.axios.com/...
2022-12-09 View on X
Wall Street Journal

Disney rolls out its ad-supported Disney+ tier for $7.99 per month after signing up 100+ advertisers; the ad-free tier now costs $10.99 per month, up from $7.99

Key detail from @ashleyrgold and @stephentotilo: “The agency is not seeking a preliminary injunction to stop the deal from closing, so the two parties are still likely to close.” https://twitter.com/...
2022-12-09 View on X
The Washington Post

The FTC sues to block Microsoft's $69B Activision Blizzard acquisition, charging that the deal announced in January may suppress Microsoft's gaming competitors

Lawsuit marks Lina Khan's most significant effort to date to address tech industry consolidation, and it could upend Microsoft's gaming ambitions

A bit more context on this: As with MGM/Amazon, the FTC did not approve that merger but let the deadline pass. It has the authority if it wants to try to block mergers after they close. https://twitter.com/...
2022-12-09 View on X
The Washington Post

The FTC sues to block Microsoft's $69B Activision Blizzard acquisition, charging that the deal announced in January may suppress Microsoft's gaming competitors

Lawsuit marks Lina Khan's most significant effort to date to address tech industry consolidation, and it could upend Microsoft's gaming ambitions

2022-10-15
Big with midterms right around the corner: Netflix will not accept political ads https://twitter.com/...
2022-10-15 View on X
The Verge

Netflix says Basic with Ads will cost $6.99/month in the US and debut on November 3 in 12 countries, offering most titles, at up to 720p, and without downloads

Basic with Ads Firstpost Tech : Netflix set to launch its ad-supported tier on November 3, check pricing, ad frequency and other details Mitaksh / MediaNama : Netflix announces ad-...

2022-08-31
Huge for Netflix and maybe a bad sign for Snap https://twitter.com/...
2022-08-31 View on X
The Verge

Sources: Snap plans to start laying off ~20% of its 6,400+ employees on August 31, 2022, including cuts to its hardware group; Snap stock is down ~80% in 2022

Snap's stock price has declined nearly 80 percent this year  —  Snap is planning to lay off approximately 20 percent …

Huge for Netflix and maybe a bad sign for Snap https://twitter.com/...
2022-08-31 View on X
The Verge

Netflix hires two Snap executives to lead its ad-supported tier: Chief Business Officer Jeremi Gorman and VP of Sales for the Americas Peter Naylor

Alex Heath / The Verge :