Would You Rather: Spend $18B on Shows or $22B on Roku?

Would You Rather: Spend $18B on Shows or $22B on Roku?

Would you rather spend $18 billion a year on content like Netflix does, or $22 billion once to buy the remote? That’s the bet Fox Corp. is making with its blockbuster acquisition of hardware and distribution behemoth Roku, a deal that suddenly turns the home of Fox News, Fox Sports, Tubi, cable channels and a broadcast network into one of the most unconventional combatants in the Streaming Wars. While Netflix continues to flex its massive annual content budget, Fox initially sat out the arms race, buying Tubi in 2020, investing in creators, AI-fueled microdrama company Holywater and podcast company Red Seat Ventures. Now, as a combined Tubi-Roku puts Fox behind only YouTube and Netflix in TV viewing share, Elaine Low, Sean McNulty and Natalie Jarvey declare the winners and losers — including what the executive shakeout might look like inside — why Wall Street isn’t fully sold and how this repositions Fox in the entertainment landscape. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(267)

BONUS EP:  The Nithya Raman Interview: ‘Let’s Celebrate Making Things in L.A. Again’

BONUS EP: The Nithya Raman Interview: ‘Let’s Celebrate Making Things in L.A. Again’

Los Angeles mayoral candidate and Los Angeles City Council member Nithya Raman is acutely aware of what’s at stake as local Hollywood production craters — 42,000 jobs lost over two years between 2022 ...

23 Jun 28min

BONUS EP: Sean McNulty & Peter Kafka on Fox Buying Roku and What it All Means

BONUS EP: Sean McNulty & Peter Kafka on Fox Buying Roku and What it All Means

Nothing like a $22 billion deal to start a week, as Fox was revealed as the mystery buyer for the Roku business — furthering Lachlan Murdoch’s company’s diversification from being heavily based in the...

16 Jun 30min

The New Podcast Wars: Streaming Now

The New Podcast Wars: Streaming Now

It’s a deal that would have been unimaginable a decade ago — maybe even two years ago. But last month, motivational speaker and On Purpose host Jay Shetty signed a reported $100 million agreement to m...

11 Jun 31min

A24’s ‘Backrooms’ and the Rise of YouTube Filmmakers

A24’s ‘Backrooms’ and the Rise of YouTube Filmmakers

“I would not be feeling good right now if I was sitting in my corner office over at Disney after this weekend,” one source tells Like & Subscribe’s Natalie Jarvey about the box office success of Backr...

4 Jun 33min

Can L.A.’s Next Mayor Save Hollywood?

Can L.A.’s Next Mayor Save Hollywood?

Angelenos are on the clock. The Los Angeles mayoral election is set for June 2, and even those who don’t live in SoCal should pay close attention to the outcome. Hollywood is taking center stage in a ...

28 Mai 32min

Spidey, Nolan, Spielberg — Hot Movie Summer Is Here

Spidey, Nolan, Spielberg — Hot Movie Summer Is Here

The summer box office is already popping, with The Devil Wears Prada 2 and Michael raking in millions before Memorial Day — and with new movies coming from Christopher Nolan, Steven Spielberg, Marvel,...

21 Mai 30min

BONUS EP: Markiplier, M3GAN and the Scary-Smart Business of Horror

BONUS EP: Markiplier, M3GAN and the Scary-Smart Business of Horror

People still want to be scared out of their minds together, and Atomic Monster president Michael Clear, M3GAN writer Akela Cooper and YouTuber-turned-filmmaker Mark Fischbach (aka Markiplier) are all ...

20 Mai 41min

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