VideoNotes #2 (10/31)

VideoNotes #2 (10/31)

Happy Halloween! This week: Video product closings, Comcast, Amazon, Alphabet earnings, AT&T+Time Warner, skinny bundles video+commerce at Twitch, and more below!

STORIES

In the upcoming week look for:

  • Time Warner and Facebook report earnings on Wednesday 10/2
  • CBS earnings report on Thursday 10/3
  • Yet more opinions on AT&T + Time Warner

PULLING BACK THE LENS

Podcast:

Presentation

Cover Story

  • Barron’s Weekly: Cover story What’s Next for Media Stocks(SlideShare) offers some commentary on a handful of media and telecom stocks. It points out that their stock prices (At $88 Time Warner sits $18 below AT&T’s $106 bid) indicate that investors are handicapping the AT&T — Time Warner deal at a 30%-40% chance of completion.

WORTH REPEATING (From Videonotes.TV #1)