“If there was a real strategy here, you’d spin Bravo out with this and make it kind of the main hook of their new streaming business.”
Evan Shapiro, co-host, The Media Odyssey Podcast
Earnings season is, among other things, a lie detector test. You can dress up a press release but the numbers tell you what the business actually is, where it is heading and most usefully what the people running it are not saying out loud.
This week on The Media Odyssey Podcast, Evan Shapiro and I went live to run four of those tests at once. Four companies, all in the middle of some kind of structural shift, whether through a spinout, an acquisition in progress or a full reinvention of their revenue model. One American, three European. All of them revealing, for different reasons.
Plus a quick 2’ lesson to improve Evan’s French skills (or lack thereof) 😁
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That’s it for today but before you go:
