Brett Feldman
Showing 1–2 of 2 transcripts.
- Goldman Sachs37 min
"The Battle For Our Screens," Part 1: The Race to Entertain Us
Brett Feldman, Adam Agress, Alekhya Uppalapati, Jake Siewert, Heath Terry, Jake Seward
The pandemic accelerated a structural shift in media consumption, driving a 13% decline in Pay TV households while triggering a 100% surge in streaming engagement and record-breaking mobile gaming spending. Key industry players like AMC and Universal adapted by compressing theatrical release windows to just 17 days, while Disney leveraged its exclusive library to boost Disney+ downloads and test direct-to-consumer models through premium-priced movie releases. As traditional broadcasters face significant ratings erosion, the sector is reallocating $150 billion in legacy revenue toward digital alternatives, with studios and theaters negotiating new financial frameworks to sustain profitability amid heightened production costs and shifting consumer behaviors.
- Goldman Sachs14 min
Brian Roberts – Comcast Chairman and CEO
Comcast is launching the ad-supported streaming service Peacock to leverage its existing 75–80 million cable customers while relying on Sky leadership to execute the platform alongside NBCUniversal's Bonnie Hammer. Financially, the strategy funds significant content investment through repurposed annual spending and aims to generate at least $1 billion in annual film EBITDA by balancing sequels with original productions. This approach shifts the company's focus from raw subscriber growth to optimizing profitability per customer relationship, capitalizing on synergies between its integrated film, broadband, and video operations.