PanthersATL

They (Sinclair) had money issues and couldn't keep it running.

They do in terms of the walled garden. If you want to create/sell an app, you have to do it on Apple's terms via Apple's store. If you want to use an Apple Watch, you aren't allowed to use one unless you have an iPhone. With Android, you have options on whose hardware to use. Not so much with Apple. From a monopoly viewpoint, other than a sunk-cost of ownership/application knowledge - it's hard to say that users are permantently locked in and can't utilize a different set of hardware. It may not be configured/done how those consumers are used to, but pretty much anything you're trying to do on iOS is accessible elsewhere. Similarly: Amazon is not a monopoly. Walmart and other online stores offers (almost) the exact same merchandise with (similar) shipping policies. AWS has competition from MSFT, Google and others. Doesn't mean that there aren't monopolistic practices happening, but DOJ can't break up Apple/Amazon simply because "they're big". Gotta have a solid reason to do so.

ESPN is looking to be a one-stop shop for all sports streaming (even if they aren't carrying the programming themselves - they'll at least point you to where it can be seen) ESPN Digital brought in nearly half of all users in the U.S. sports category in 2023 (as monthly unique visitors). For 2024, the numbers are higher, more than 50%. The offering will be geotargeted so that only those located in specific areas of the U.S. will see the option to watch their local games. The streams will not be housed within the ESPN app, which is merely serving as a portal to the RSN (regional sports networks) telecast, and viewers also will still need to pay for access to the RSNs. .... Internal research has indicated that avid sports viewers are “confused about where to find games, they’re frustrated,” https://ca.finance.yahoo.com/news/espn-integrates-pathway-regional-sports-153446055.html

haven't heard much since he put Dan/Dave in place. So far, things seem good?

Individual perception does not mean it's not being viewed by others The MTV Challenge is typically the #1 rated cable show when it airs (aside from some NBA basketball or wrestling program that may get randomly scheduled against it). Depending on the season being aired, it would pull in higher ratings than the primary broadcast channels. Yet it can be difficult to find people in one's own circle who actively tune in to watch it to help an individual justify its ratings numbers. Similarly, I've been to tech conferences where the overwhelming cell phone/watch combo seen is Apple (it has almost 60% market share in the US). But Android is more popular overall around the world with 70% global market share. So when the presenter says "raise your hand if you have an iPhone" and the entire room excitedly waves their arms around, that's not quite an accurate reflection of what's happening outside the conference walls.

Was referring to OTA / traditional broadcast radio. Anything that is a paid or streaming-only audio service is not "radio".

Not entirely true. Audacy (a radio company with a vested interest) says that 98% of GenZ listens to radio daily. A different company's report is more realistic and says over half of GenZ listens to radio daily And yet a *different* survey in 2023 (that is often reliable) says 37% of GenZ said they've listened to radio in the past week vs 60% for older demos. Different phrasing: GenZ might not be listening to radio as much as older generations, but they haven't abandoned it completely From a price perspective, it's almost to the point where subscribing to all the required streaming services at one time (which few households actually do) is practically the same as a lower-tier cable subscription. The one issue all the streamers have to deal with is the ongoing issue of "where do I go to watch my preferred show", vs having it all in one place - or at least, easier to find/interface - via a cable sub. And many cable subscribers don't take advantage of the TV Everywhere feature which allows them to log into a cable channel's website to watch content on-demand, just like they could with a streaming service. (*disclaimer: Paramount has removed themselves from the TV Everywhere service recently)

If broadcasters stop paying/broadcasting the events... you'll have nothing to see.

Thx for posting that video - had been looking for it on CNBC's schedule but it never showed up as a dedicated show. The ESPN history book THOSE GUYS HAVE ALL THE FUN gets into the details of what built ESPN to be the cable/sports powerhouse. Highly recommended read. The biggest issue is that ESPN is the primary reason for high cable prices being passed along to consumers -- and as consumer choose to cancel their primary cable subscriptions, ESPN (and Disney) revenues drop. The direct-to-consumer ESPN service that is supposed to come out in the next year or so (NOT the sports bundle partnership, but ESPN by itself) was originally rumored to be in the $50/month range - but new info suggests a more affordable $25/$30 month charge. It's more more than the $13/m ESPN charges for cable subscribers to placate the traditional cable providers. ESPN needs subscriber and advertiser money to lock in exclusive broadcast rights for sports that bring in eyeballs. Social media isn't going to help you watch the Masters or the National College Football championship. Getting exclusive rights isn't specific to ESPN. NBC with the Olympics, FOX and CBS with (most) NFL football games.... as long as there's live sports that interest a viewing audience, there's going to be some fee/cost involved from *somewhere*. Question is whether the broadcasters will ever just walk away and say "no more, it's not worth the cost/effort to bother"

go to the INSPECT window and look at the networking tab. see anything long running there?

Will make the NYGvCAR game this season a smidge interesting, story-wise

nothing wrong with this. A cruise is a cruise. Disney is one of the few cruise lines that allow guests to bring alcohol with them (vs having it monitored/confiscated upon boarding)

nothing wrong with adults ordering a happy meal. Some people may be physically limited to the amount of food they can shove in their pie hole for any given meal anyway. if one is trying to avoid confrontation, might be easier to order it through the drive-thru. As for whether it's for them or their sick kid at home? That's their own business. Easier to judge someone ordering the Wendy's triple baconator with extra cheese, large fry, and a diet coke.

Pichana is severely underappreciated

Doubt we'll get Peyton Wilson. But the comparison to Luke on yesterday's Combine coverage was pretty, pretty good.

The CEO clarified what they're doing and it makes more sense Big picture is they want to move more to digital signage tonallow for easier updates throughout the day.

Sir, this is a Wendy’s (it’s a surge pricing joke)

Wendy's is already generally regarded as the priciest fast food with some of the combo and specialty burgers they have. There is no way this will work well for them. There is no benefit for consumers Raising prices based on how long it takes to fulfill an order at a particular time of day isn't the solution It's like the Wendy's top mgmt team doesn't bother to pop in randomly/unannounced to stores across the country while taking a road trip to see how things really work. Similar to hotel managers not bothering to spend a night in their own hotel rooms to understand which features in a room don't work/broken or aren't cleaned properly

The 2nd largest non-tech position Tepper is in is ENERGY TRANSFER It's distribution yield is 8.75% https://finance.yahoo.com/news/billionaire-david-tepper-invested-nearly-105000380.html

US Virgin Islands - no passport required Barcelona

Thanks everyone for your feedback. Appreciate it all. UPDATE: I won the pool by 2 points. Prize: custom team jersey of my choice ("try to keep it under $xxx, please") Background: each week of the season, we were given eight specific games to pick straight-up winners on (four NFL, four College - and when it was an NFL-only week, then it was eight NFL games. So to go along with my MILLS and KEUCHLY, I probably will get a fresh PEPPERS due to HoF worthiness. Although going with a Blue testeverde to alternate with the current white one is also a choice. Hrmmmm I like some of the old school, oft-forgotten names folks threw out. Harper, Gaines, Beason....

Analysis from yesterday's Super Bowl show that all streaming services stink at trying to keep viewers up-to-the-second of the on-field action. Hulu, NFL+, and DirecTV all averaged more than a minute behind live. FUBO was the worst (they also had various tech issues through the game), with some users getting delays up to two minutes behind live The best option? Antenna/over-the-air, with a delay of about 22 seconds behind being live at the game.

Well, those were the largest dividend stocks being reported. He's in other market segments. but yeah, tech seems heavy when looking at the whole portfolio

Sorry CMC. Sorry Wilkes.