With major convulsions coming to the streaming landscape, ace media reporter Dylan Byers and Julia Alexander, director of strategy at Parrot Analytics and author of Puck’s What I’m Hearing+, exchange notes on the latest news about Disney and Warner Bros. Discovery, the Max-Discovery roll-up, the downsizing of HBO, and whether hedge fund activist Dan Loeb’s $1 billion stake can convince Bob Chapek to spin ESPN.
Dylan Byers: Hi Julia. First and foremost let me say that it’s fantastic to have you on board at Puck, and that I’m grateful for the insightful, data-driven perspective you’re bringing to our coverage of Hollywood and the streaming industry in What I’m Hearing+, your extension of Matt Belloni’s fantastic franchise.