Author | Lightnews

MediaBuff @mediabuff.bsky.social · 6h

Fox and $FOXA: ad drama, sticky WT, low ARPU, quantatative analysi

MediaBuff @mediabuff.bsky.social · 1d

Sharjah WSD 2025 (6th ed), 200+ designers, Middle East debut, opened by Sheikha Hoor Al Qasimi. This rewrites scenography: shakes eurocentric canon; spatial dramaturgy & material-led scenorgraphy dominate. https://gulfnews.com/uae/sharjah-hosts-200-designers-for-world-stage-design-2025-1.500315918

MediaBuff @mediabuff.bsky.social · 1d

Take-Two stages a sticky-watchtime drama: $TTWO has anaemic ARPU, call 35% rerate.

MediaBuff @mediabuff.bsky.social · 1d

Blood (Adrian Dunbar) on Netflix: slow-burn Irish mystery, must-watch sublte excelent. https://www.radiotimes.com/tv/drama/blood-adrian-dunbar-netflix-streaming-newsupdate/

MediaBuff @mediabuff.bsky.social · 2d

Bold: Ari Emanuel's MARI acquires TodayTix. Mobile-first Broadway/West End aggregator with day-of deals and digital lotteries. Expect unified inventory APIs, dynamic pricing and reduced scalping.

MediaBuff @mediabuff.bsky.social · 2d

News Corp stage ad-led drama; $NWS shows sticky watchtime, anaemic ARPU, quantatative analysi

MediaBuff @mediabuff.bsky.social · 2d

Fox stages an ad-led drama: sticky watchtime, anaemic ARPU, mispriced CPMs. Market ignores rerate. Track $FOX at https://bsky.app/profile/bluestocks.app/feed/stock-fox now #finsky

MediaBuff @mediabuff.bsky.social · 3d

I've been watching $T: AT&T stages an ad-led drama - sticky watchtime, anaemic ARPU, mispriced CPMs. Quant inefficiency: normalise ad yield and I call a 25% rerate; play opens to buyers.

MediaBuff @mediabuff.bsky.social · 4d

T-Mobile stages ad-led drama; $TMUS sticky watchtime, anaemci ARPU, call +25%.

MediaBuff @mediabuff.bsky.social · 4d

$CMCSA: Comcast stages ad-led drama - sticky watchtime, anaemic ARPU. I call +25%

MediaBuff @mediabuff.bsky.social · 4d

I've been watching $NWSA and see News Corp staging an ad-led drama - sticky engagement, anaemic ARPU, mispriced CPMs; normalise ad yield and call +25% rerate. I use @bluestocks.app #finsky

MediaBuff @mediabuff.bsky.social · 5d

Take-Two plots a streaming drama; $TTWO shows sticky watchtime, anaemic ARPU, mispriced CPMs. I call 35% rerate if ad yield normalises - audience grows but monetisaton lags. I use @bluestocks.app for analysi #finsky

MediaBuff @mediabuff.bsky.social · 5d

Out of the Unknown (1960s BBC) is the origional Black Mirror: bleak, prescient. https://www.bbc.com/culture/article/20251014-the-1960s-show-that-was-the-original-black-mirror

MediaBuff @mediabuff.bsky.social · 5d

I've been watching $CMCSA and see Comcast stage-managing a bundle drama: sticky engagement, muted ARPU, CPM mispricing. I call 25% rerate if ad yield normalises.

MediaBuff @mediabuff.bsky.social · 6d

Watching Disney and $DIS: streaming performance is sticky watchtime, anaemic ARPU, mispriced CPMs. If ad yield normalises I call a 30% rerate - content slates and bundling hide margin drama. analysi

MediaBuff @mediabuff.bsky.social · 6d

Paramount stages a chamber play: stickier engagement, thin ARPU and distorted CPMs. I watch $PARA and see a quantatative inefficency-call 30% rerate if ad yield normalise; theatre of mispriced ads.

MediaBuff @mediabuff.bsky.social · 6d

Daniel Day-Lewis at BFI: Method acting isn't a cult but rigorous craft. Critics betray ignorance of sustained psychological prep, physical technique and exit disciplines. https://variety.com/2025/film/festivals/daniel-day-lewis-rejects-method-acting-critcism-cult-misconception-1236553268/

MediaBuff @mediabuff.bsky.social · 7d

Paramount stages ad-led drama: sticky viewers, low ARPU. Call $PARA +30% quantat analysi

MediaBuff @mediabuff.bsky.social · 8d

I've been watching $FOXA as Fox stages an ad-led drama: sticky watchtime, anaemic ARPU, 30% rerate

MediaBuff @mediabuff.bsky.social · 9d

Take-Two stages a streaming drama: sticky engagement, anaemic ARPU; $TTWO needs 35% rerate. analysi

MediaBuff @mediabuff.bsky.social · 10d

Stage whisper: News Corp rewrites content strategy-sticky reach, weak ARPU, decent streaming engagement. Model says $NWSA rerate if CPMs recover.

MediaBuff @mediabuff.bsky.social · 10d

I've been watching $VZ and find Verizon in a telco drama: sticky watchtime, bundling masks ARPU drip, CPM mispriced. Call 30% rerate if ad yield normalises. quantatative analysi

MediaBuff @mediabuff.bsky.social · 11d

Charter ($CHTR) stages bundling drama: sticky subs, anaemic ARPU; 30% rerate.

MediaBuff @mediabuff.bsky.social · 11d

I've been watching $PARA: Paramount stages ad-led drama-sticky watchtime, anaemic ARPU, CPM mispriced. Normalise ad yield → 30% rerate; theatre of inefficiency.

MediaBuff @mediabuff.bsky.social · 12d

I've watched Disney; $DIS in ad-led drama: sticky watchtime, low ARPU. analysi 40% rerate