Streaming -- What's In Store -- Is This The Year? Netflix Still The One To Beat? November 14, 2021

Three observations from CNBC this week:

• Disney, Hulu, ESPN: in trouble; may need to "consolidate";
• "Comcast" in the catbird seat;
• millennials prefer YouTube streaming -- YouTube Channel
  

ATT to create a new streaming company. From NASDAQ.com:

There are two major events on the horizon for AT&T shareholders. 

First, the company will create a new company called Warner Bros. Discovery through a merger between its WarnerMedia subsidiary and Discovery Inc. ATT will then spin off 71% of those shares to AT&T shareholders. This will have a major positive effect on T stock.

Second, AT&T’s DirectTV unit has been carved out to a private equity firm. 

Who owns CNN: it is owned by CNN Worldwide, a unit of the WarnerMedia News & Sports division of AT&T's WarnerMedia.

And now this: David Zaslav is the new sheriff in town. Will go back to the future, by making CNN a 100% news channel again, possibly keeping "documentaries," a huge money-maker. But that could mean Don Lemon moves to fill the vacancy left by Rachel Maddow or Brian Williams.

The real winner? Netflix. See this post.

Streaming wars are tracked here.

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I Didn't Care For Her The First Time Around

Link here to Forbes and Taylor Swift.

• Taylor Swift: "#1 again."
  
• Paul McCartney - Ringo Starr - Weeknd - Willie Nelson -- super band, re-recording the Beatles catalogue: "here, hold my weed. "

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We're Not In Kansas Any More

Tainted Love, Broken Peach