Next TMT is a weekly podcast covering streaming, media, technology, and telecom. Hosted by Daniel Frankel and David Bloom, the show delivers executive-level analysis on the business strategies shaping the global media landscape.

Topics include:
Streaming platforms & monetization • Media M&A and antitrust • Advertising and ad tech • Telecom and broadband • AI, data centers, and energy demand • Sports media • FAST channels • Wall Street vs. Hollywood

Featuring sharp commentary and interviews with industry leaders, Next TMT is built for executives, investors, and decision-makers navigating the future of media and tech.

Subscribe for concise insights on where media, technology, and telecom collide.

00:00 Introduction to Streaming Conversations

02:18 The State of Streaming Ratings

05:01 The Impact of Major Films on Streaming

07:59 The James Bond Franchise and Its Future

10:20 Live Events in Streaming

13:13 Comparing Streaming Platforms

15:37 The Future of Television Series

18:26 Conclusion and Wrap-Up

Netflix delivered strong earnings — rising revenue, expanding margins, and growing scale — and the market barely blinked.

In this episode of Next TMT Talks, David Bloom and Daniel Frankel unpack why Wall Street continues to punish Netflix even as its fundamentals improve, how the Warner Bros and Paramount–Skydance deal pressure is weighing on the stock, and why CEO Ted Sarandos is now openly framing YouTube and TikTok as real TV competitors.

The conversation widens to Larry Ellison’s growing media footprint, including TikTok and CBS News, and the uncomfortable questions raised about surveillance, AI, and centralized data power. From Super Bowl and college football ratings to the collapse of broadcast TV production, immersive media pullbacks, and AI’s growing role in advertising, the episode captures an industry in flux — where performance no longer guarantees confidence.

This is a wide-ranging look at who actually holds power in media now, and why investors, regulators, and audiences may all be paying attention to different signals.

Topics Covered

• Netflix earnings vs Wall Street reaction

• Why strong fundamentals didn’t move the stock

• Netflix’s Warner Bros strategy and deal overhang

• Larry Ellison’s growing influence in media

• TikTok, data power, and surveillance concerns

• AI’s expanding role in media and advertising

• Who controls distribution, data, and attention

• YouTube and TikTok as “real TV” competitors

• Sports ratings, Super Bowl, and streaming scale

• The shifting balance of power in media and tech

Chapters

00:00 Introduction to Next TMT and Current Events

01:11 Larry Ellison and Surveillance Concerns

05:48 Netflix's Earnings and Market Reactions

09:02 The Competition: YouTube TV and Streaming Landscape

10:43 Super Bowl Matchups and Ratings Predictions

13:04 College Football Playoff Changes and Financial Implications

21:30 The Launch of the California Post and Media Landscape

26:36 The Financial Viability of Media Ventures

28:52 The Impact of Celebrity Projects on Media

32:23 The Decline of Traditional Television

35:01 The Future of Talk Shows and Political Discourse

37:50 The Role of AI in Advertising

40:28 The Evolution of Immersive Experiences in Entertainment

Netflix has gone all cash in its bid for Warner Bros — but investors aren’t convinced.

In this Media Play News × Next TMT episode, Daniel Frankel and David Bloom break down why Wall Street is questioning Netflix’s strategy even as the company doubles down. Larry Ellison has stepped in to personally guarantee financing on the Paramount–Skydance side, lawsuits are flying as discovery tactics ramp up, and a key tender-offer deadline is approaching — yet uncertainty keeps growing.

The conversation digs into why CNBC investors say they “don’t get it,” what Netflix’s stock reaction signals about market confidence, and why this moment feels less like a traditional merger debate and more like a structural shift in the media business. The hosts also explore how AI-driven content economics are quietly reshaping the value of long-form media, complicating consolidation just as deals get bigger and riskier.

Key topics include:

• Netflix’s all-cash Warner Bros bid

• Investor skepticism and stock-market reaction

• Paramount–Skydance lawsuits and discovery strategy

• Larry Ellison’s personal financing guarantee

• Tender-offer timing and deal pressure points

• Why this feels like Netflix’s next existential moment

• How AI is changing the logic behind media consolidation

Chapters

00:00 Netflix's Earnings and Strategic Moves

05:26 The Impact of AI and User-Generated Content

11:17 Warner Brothers Acquisition and Market Reactions