DISNEY, GOOGLE & SPOTIFY, OH MY
Marion Ranchet and Evan Shapiro dissect Disney, Alphabet/YouTube, and Spotify’s 2024 earnings, exploring Disney's struggle for streaming profitability, digital ad trends, YouTube as TV-first platform, and Spotify’s surprise turnaround.

TMO listeners receive a 100£ discount when they register for MIP London using the promo code: MLONDAUOVIS-C
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Sources:
Disney QE
Spotify QE
Google QE

00:00 - Introduction
00:30 - MIP London Announcement
02:24 - Disney
13:47 - YouTube & Alphabet (Google)
26:56 - Spotify
39:14 - Closing Remarks & Final Thoughts

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Evan Shapiro - https://www.linkedin.com/in/eshap-media-cartographer/
Marion Ranchet - https://www.linkedin.com/in/marionranchet/

Newsletters:
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FLY, EAGLES FLY!
After an electric Super Bowl victory, Marion and Evan return to their mics to explore how streamers like Netflix and Amazon are shifting to mass-market content in a bid to capture advertising dollars—raising the question of, "Are streamers becoming the new traditional broadcasters?" With insights into the challenges of live sports streaming and the evolving strategies of media giants, this episode is all about the way we watch our teams.

TMO listeners receive a 100£ discount when they register for MIP London using the promo code: MLONDAUOVIS-C
Click HERE to get your ticket to the show TODAY!

« According to the declarative study, 37% of those who watched Ligue 1 this season did so illegally, via pirate streams broadcast via IPTV, encrypted messaging services such as Telegram, social networks, websites... Even more strikingly, 27% of those who illegally watch the French Football Championship have started doing so since this season. »

Since we recorded, DAZN shared their latest results and posted a 830M operating loss. Len Blavatnik injected another 827M$ into DAZN. Profitability feels like a distant future

WATCH THE VIDEO POD ON OUR YOUTUBE - https://youtu.be/gcKfiFjy6ok

00:00 Cold Open and Introduction
00:43 Super Bowl Victory and Episode Overview
01:08 Shoutout to Los Angeles and World Central Kitchen
01:52 Basketball Talk and Personal Stories
02:52 Impact of Sports Rights on Streaming
04:57 Netflix and the Changing Content Landscape
11:34 Streamers Shifting to Traditional TV Models
14:09 Sports Bundles and Market Fragmentation
19:01 Fragmentation in Media and Sports Broadcasting
20:14 The Impact of Streaming on Traditional Broadcasting
22:07 Technical Challenges in Streaming Major Events
26:08 The Rise of Women's Sports
32:05 The Financial Viability of Sports Streaming Services
36:05 Piracy and Pricing Issues in Sports Broadcasting
36:53 Concluding Thoughts and Future Outlook

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Evan Shapiro - https://www.linkedin.com/in/eshap-media-cartographer/
Marion Ranchet - https://www.linkedin.com/in/marionranchet/

Newsletters:
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BROADCASTERS x YOUTUBE

In this special episode of The Media Odyssey, Evan and Marion welcome their first-ever guest, Matt Risley, Managing Director of 4Studio at Channel 4. Channel 4 has made a bold shift in its approach to YouTube—transforming it from a marketing tool to a primary broadcast and monetization platform. Matt shares - in an exclusive for The Media Odyssey - insights and data on how the network tested, adapted, and expanded its YouTube presence, the challenges faced, and the data-driven results that followed. YouTube strategy for traditional media, with a particular focus on public service media and broadcasters.

Check out Channel 4's creator-led Youtube channel HERE!

TMO listeners receive a 100£ discount when they register for MIP London using the promo code: MLONDAUOVIS-C
Click HERE to get your ticket to the show TODAY!

WATCH THE VIDEO POD ON OUR YOUTUBE - https://youtu.be/78okh1F5-A0

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Evan Shapiro - https://www.linkedin.com/in/eshap-media-cartographer/
Marion Ranchet - https://www.linkedin.com/in/marionranchet/

Newsletters:
Marion Ranchet - https://marionranchet.substack.com/
Evan Shapiro - https://eshap.substack.com/

• (00:00) - Introduction and Overview
• (00:33) - Welcoming the First Guest
• (00:48) - YouTube Strategy for Traditional Media
• (02:50) - Channel 4's YouTube Transformation
• (06:18) - Experimentation and Data-Driven Decisions
• (06:50) - Monetization and Sales Strategy
• (11:06) - Audience Engagement and Content Strategy
• (28:29) - Future Plans and Upcoming Reports
• (29:12) - Conclusion and Upcoming Events

TMO listeners receive a 100£ discount when they register for MIP London using the promo code: MLONDAUOVIS-C
Click HERE to get your ticket to the show TODAY!

In this episode of The Media Odyssey, Evan Shapiro and Marion Ranchet tackle the latest in media and tech. They dive into the TikTok controversy and future ownership possibilities. The duo also unpacks Netflix’s Q4 earnings, discussing subscriber growth, the rise of creator-led content, and the company’s evolving ad business. Could Netflix acquire TikTok? Finally, Evan and Marion will be recording their first live podcast recording at the inaugural MIP London!

WATCH THE VIDEO POD ON OUR YOUTUBE - https://youtu.be/ab6mmqBmcAw

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Newsletters:
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Evan Shapiro - https://eshap.substack.com/

• (00:00) - Introduction and Hosts
• (00:59) - TikTok Controversy
• (04:19) - Social Media Rants
• (08:10) - Potential Buyers of TikTok
• (12:23) - Netflix Earnings Report
• (18:55) - Advertising Market Insights
• (19:54) - Netflix's Transparency Issues
• (21:34) - Impact of Live Sports on Netflix
• (24:09) - Netflix's Audience and Acquisition Strategies
• (26:30) - WWE and Netflix's Retention Strategy
• (30:18) - Future Prospects and Challenges for Netflix
• (32:38) - Upcoming Live Podcast Announcement

Place your bets! FUBO-HULU ante up in the battle of streaming. Will ROKU cash out and sell? Will Apple ROLL THE DICE and hit the table? Who's ALL IN and who's BLUFFING?

Evan Shapiro and Marion Ranchet delve into the steaming pot of mergers and acquisitions in media. They'll explore the motivations, consequences, and implications of the latest deals shaping the industry. Today, the stakes have never been higher.

Marion's Substack, Streaming Made Easy goes PREMIUM! Each week, Streaming Made Easy aims to equip you with insights and analysis that deepened your understanding of the European Streaming Video Landscape always with an eye on what was happening internationally. As listeners of this podcast, you can get Streaming Made Easy Premium for a year at 149.99€ (instead of 179.99€) here: https://marionranchet.substack.com/themediaodyssey

WATCH THE VIDEO POD ON OUR YOUTUBE - https://youtu.be/tEy7AQirDCQ

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Marion Ranchet - https://www.linkedin.com/in/marionranchet/

Newsletters:
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• (00:00) - Introduction and Compliments
• (00:43) - Discussing the Fubo-Hulu Merger
• (02:45) - Disney's Strategic Moves
• (05:43) - International Implications of the Merger
• (08:12) - Vivendi and Canal Plus Spin-Off
• (10:39) - Challenges in Mergers and Acquisitions
• (14:07) - Advertising Agency Mergers
• (19:02) - Apple's Potential Acquisitions
• (19:16) - Roku's Market Position and Future
• (20:00) - Impact of Mergers and Acquisitions on Jobs
• (22:15) - Apple's Content Strategy and Warner Bros. Discovery
• (24:48) - Gaming Industry Mergers
• (26:57) - European Broadcasting and Telco Mergers
• (30:07) - Public Service Broadcasters in the UK
• (37:09) - Conclusion and Announcements

2025 is about In-Game Ads & The Creator Economy. McDonalds, Chick-fil-a and Duolingo are the Creators we never knew we needed.

Tune in for PART 2 of Evan Shapiro and Marion Ranchet's bold predictions for the media landscape in 2025. They explore the rise of brands as creators, AI's growing role in the industry, and the increasing demand for live content. Evan and Marion discuss everything from AI to the evolution of advertising in games and the Creator Economy's impact on traditional media. Plus, our hosts dive into the challenges facing connected TV and what it will take to thrive in the fast-paced world of streaming.

WATCH THE VIDEO POD ON OUR YOUTUBE - https://youtu.be/5fWOQzr4Pbk

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Marion Ranchet - https://www.linkedin.com/in/marionranchet/

Newsletters:
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• (00:00) - Introduction and Predictions Overview
• (01:00) - Brands as Creators
• (03:34) - AI in Advertising and Licensing
• (09:40) - The Rise of Live Content
• (13:51) - Gaming Ads and the Future of Advertising
• (17:59) - The Creator Economy Takes Over
• (21:15) - Connected TV and OS Wars
• (23:54) - Conclusion and Future Format

Martha & Mergers & Media, Oh My!

From the market maneuvers of Fubo and Disney to Evan's presentation alongside Martha Stewart and much much more. In this BONUS EPISODE, Marion and Evan chat all things CES.

WATCH THE VIDEO POD ON OUR YOUTUBE - https://youtu.be/yoRsQk15ryA

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Newsletters:
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Evan Shapiro - https://eshap.substack.com/

• (00:00) - Introduction and Initial Impressions of CES
• (00:30) - Media Presence and General Observations
• (01:08) - Key Announcements and Predictions
• (01:31) - AI in Television and Personal Experiences
• (03:10) - Disney, Fubo, and Industry Movements
• (04:43) - Meeting Martha Stewart and Presentation Highlights
• (06:58) - Parties, Tattoos, and Networking
• (08:27) - Curated Dinners and Final Thoughts

Is YOUTUBE the new GOLD STANDARD of Entertainment? The Hard Bundle Strikes Back? Is JAKE PAUL the new BRAD PITT?

This two-part discussion kicks off with hosts Evan Shapiro and Marion Ranchet's first 5 predictions of 2025, covering major trends and shifts in the ever-evolving and choppy seas of the media industry. From YouTube's growing dominance on television screens to Netflix's evolving strategies, to the rise of hard bundles in streaming, and to the future of collaboration between broadcasters and tech giants - Evan and Marion explore the innovations, partnerships, and consumer behaviors of the future. With insights from both European and North American perspectives, this episode offers a comprehensive look at what’s next in the chaotic world of media.

Tune in next week for the continuation with five more predictions!

Canal+ / StudioCanal data referenced in the episode...

"Significant Share of Recurring Revenue - 85% of Retail Subscriber Base On A 1 or 2 Year Commitment In France & Poland | -50% Less Churn Compared To Overall Subscriber Base In France | STEADY Revenues During Covid-19 Pandemic and Hollywood Strike | 9,400 Titles In StudioCanal Library Providing A Recurring Source of Licensing Revenues"

"85% of Canal+ Subscribers Base With A Commitment Contract"
"46% Of Subscribers Loyal To Canal+ For Over 10 Years"
"25% Of Subscribers Loyal To Canal+ For Over 20 Years"

WATCH THE VIDEO POD ON OUR YOUTUBE - https://www.youtube.com/watch?v=Bx1oIQG3HgQ&t=10s

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Connect with us on Linkedin:
Evan Shapiro - https://www.linkedin.com/in/eshap-media-cartographer/
Marion Ranchet - https://www.linkedin.com/in/marionranchet/

Newsletters:
Marion Ranchet - https://marionranchet.substack.com/
Evan Shapiro - https://eshap.substack.com/

• (00:00) - Introduction and Welcome
• (00:49) - Predictions for YouTube in 2025
• (06:04) - Netflix's Future and Innovations
• (09:51) - Major Reconfigurations in Entertainment
• (13:24) - The Rise of Hard Bundles in Streaming
• (19:00) - Free Streaming on Pay TV
• (23:26) - Collaborations and Co-Productions
• (28:20) - Conclusion and Next Week's Teaser