MoffettNathanson's Michael Nathanson on the 2022 Upfront and Industry Change: A "Tough Dance" (Video)

By Legends & Leaders Archives
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Michael Nathanson is a Senior Research Analyst at MoffettNathanson, recently acquired by Silicon Valley Bank, and a leader in covering the media industry and leading digital advertising companies for the investment community. Michael joined me for our regular pre-Upfront Legends & Leaders Conversation, covering the changing -- and unchanging -- dynamics of the advertising marketplace plus a wide spectrum of topics that impact on media company valuations and investment decisions. This year's network TV Upfront, he believes, will be a "Tough Dance."

For all those engaged in decision-making related to investments in advertising-dependent media companies and surrounding technology, Michael's institutional knowledge and future-focused forecasts are required reading. In our conversation, Michael shares insights on Fox's focus on sports and why "the linear bundles exist for live." He explores the downward pressures on Meta, the inherent risks to cable TV networks, the emergence of Hulu-like bundles across the streaming landscape, which legacy media companies are positively positioned for the Metaverse, the changing dynamics impacting on data and privacy, and much more.

Join my conversation with Michael Nathanson at the link below and all my Conversations at www.LegendsLeaders.org.

Watch my Legends & Leaders Conversation with Michael here.

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