LightShed Partners
Latest about LightShed Partners

Paramount Faces Challenging Renewal Talks with Charter, Analyst Says
By Jack Reid published
The high degree of overlap of CBS and Nickelodeon content between Paramount Plus and Paramount linear channels will make carving out a Disney-like bundling deal with the top U.S. pay TV operator tricky, says Lightshed Partners' Richard Greenfield

Cord-Cutting Alarm Sounds Anew as Comcast's Q3 Video Losses Exceed the 10% YoY Mark For the First Time
By Daniel Frankel last updated
Comcast's heaviest linear pay TV losses yet come after Verizon Fios TV recorded its own significant cord-cutting uptick

Verizon and Snap Q3 Earnings Foretell Coming Hard Times For the Media Biz
By Daniel Frankel last updated
Cord-cutting at Verizon Fios reached nearly 9%, while Snap discussed the 'difficult macro environment' for advertising sales

It‘s ‘#GameOver’ for Sinclair’s RSN Streaming Plan, Analyst Says
By Daniel Frankel last updated
After MLB commissioner Rob Manfred said his league has no interest in giving the broadcaster DTC rights, analyst Richard Greenfield tries to pull the plug on broadcaster's seemingly desperate gambit

Rich Greenfield, LightShed Start Investment Fund
By Jon Lafayette published
Analyst Rich Greenfield’s research company, LightShed Partners, said it is launching an investment firm--LightShed Ventures--that will focus on the technology, media and telecommunications industry.

Analyst Rich Greenfield Reverses Course on Disney
By Jon Lafayette published
Rich Greenfield, the analyst who is outspoken in his belief that streaming will demolish the traditional TV business, said he was wrong about his recommendation to sell stock in the Walt Disney Co.

What Streaming Wars? Five Services Control 83% of Connected TV Viewing
By Daniel Frankel published
LightShed Partners finds that Netflix, YouTube and Amazon Prime Video have two thirds of U.S. OTT usage

Google and Android TV Threaten Roku and Amazon for Connected TV Dominance
By Daniel Frankel published
With the incumbent OTT operating systems at impasse with Peacock and HBO Max, Google finally has its opening into the living room, LightShed Partners says
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