ITV’s Annual Report, Analysis

ITV’s Annual Report, Analysis

ITV’s Annual Report, Analysis

ITV’s Annual Report, Analysis

ITV’s annual report was released last week. I always find these interesting, often more for the information that's not included, rather than the info that is! Last year ITV very helpfully included data on linear advertising revenues (‘Linear Remains Resilient’). With declining resiliency, they’ve opted not to do that this year but we can still piece together the picture. Linear will have delivered nearly £1,363m in 2024, n

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TL;DR for Reddit’s 281 page IPO Filing

TL;DR for Reddit’s 281 page IPO Filing

I’m a Reddit, Inc. fan. It’s one of only two social media apps that’s earnt front page privileges on my phone - a core procrastination tool! Nearly 20 years old, they’re now filing for IPO but at 281 pages it’s a hefty read so I thought I’d try to summarise. Views are my own and are certainly not intended as investment advice.- $804m revenue in 2023, up 21% YoY.- Still loss making $(90)m in 2023, improved from $(159)m in 2022

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My Love Letter to LIV..

My Love Letter to LIV..

In an ideal world, everyone would play nice and I love Rory McIlroy's idea that this could be an IPL-style comp in the off-season, taking golf to new markets and new audiences. But we are where we are. And though I love much of what they’re doing, there are a few opportunities which could dramatically accelerate LIV Golf's journey and deliver the potential I believe they have. As a fully confessed golf-nerd, it was this graph

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Paramount’s Q4.23 earnings

Paramount’s Q4.23 earnings

Some observations from Paramount’s Q4.23 earnings call on Wednesday…1. TV Media revenues are stagnant... Massive, but stagnant. Ads down 15%, licensing down 9%. I love their strong focus on content post-strikes but licensing will take a little while to claw back.2. Predicting “low to mid teens” growth in advertising. Digital ads were up 17% YoY and will grow along with their digital footprint, but expecting a turnaround on li

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WildBrain views YouTube as a streamer for it’s 360 strategy

WildBrain views YouTube as a streamer for it’s 360 strategy

(As appeared in MIPCOM daily)... FROM the enduring appeal of Teletubbies, to the endless possibilities of new shows like preschool series Boy & Dragon, Cananda's WildBrain is getting the most out of imaginiative content across a range of platforms, audiences heard at MIPJunior. Josh Scherba, president of WildBrain, Matt Rennie, vice-president of content & operations and Nico Lockhart, director of production at Wi...

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Teletubbies Let’s Go!

Teletubbies Let’s Go!

WildBrain Spark has announced a digital-first, CG-animated spinoff of classic preschool series Teletubbies, featuring new tech, fresh characters and a weekly drop schedule to engage its YouTube audience. Teletubbies Lets Go! (52 x five minutes) features Tinky Winky, Dipsy, Laa-Laa and Po, along with supporting characters Tiddlytubbies, Noo Noo and Tiddly Noo. It’s separate and designed to stand alone from Wi

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CMC Meet The Commissioners, Pre-school 2022

CMC Meet The Commissioners, Pre-school 2022

https://youtu.be/Igt3-0EW8qM?t=1370 I was delighted to be asked to join this panel at CMC hosted by Tiernan Douieb. Some key takeaways included.. The best commissions are child-centred. ‘Broadcast sensibility’ is still important across platforms. Kids are brilliant at self-curation and are good at discovering ‘known’ IP. Shows that stand out on busy platforms are more likely to win commissions. https:

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‘Sunny Bunnies Sing-Along’ series investment

‘Sunny Bunnies Sing-Along’ series investment

Media I.M. Incorporated, the London-based content distribution company that specialises in premium animation and family entertainment, has announced that Sunny Bunnies Sing-Along, a new spin-off from the hugely popular Sunny Bunnies pre-school series, will go into production this month, with the first episode due to be released in August. Sunny Bunnies are five beaming balls that can appear anywhere th...

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WildBrain Spark Studios: 2020 Rewind

WildBrain Spark Studios: 2020 Rewind

While 2020 hit pause on many things, our awesome WildBrain Spark Studios team in London continued to create a wealth of premium and brand-safe content for our original shows and for our partners. We encountered challenges along the way, implementing new COVID-19 safety procedures, responding to rapidly changing guidelines and every one of us going to 'work from home' overnight. Despite the huge upheaval, our brilliant team...

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Matt Rennie and Anthony Lilleyman to step down as Channel 4 integrates Box into business operations

Matt Rennie and Anthony Lilleyman to step down as Channel 4 integrates Box into business operations

Channel 4 today announced that Matt Rennie, Managing Director and Anthony Lilleyman, Chief Operating Officer of The Box Plus Network, will step down from their roles later this year as the Box Plus Network is fully integrated into Channel 4’s business operations. This follows Channel 4 acquiring full ownership of The Box Plus Network in January when it bought the remaining 50% stake in the network it did not previously own

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