The Mediator

Home
Notes
Archive
About

Pay TV

28 Days of Media Slides
An Industry in Upheaval
 • 
Doug Shapiro
8
Tectonic Trends in Media
Distilling a Year of Writing into a 30-Minute Presentation
 • 
Doug Shapiro
6
Social Video is Eating the World
How Big It Is, Why It Will Continue to Grow and What Big Media Can Do About It
 • 
Doug Shapiro
6
Video: Forecast the Money
Quantifying the Trajectory of Sports Rights in the U.S. and the Video Ecosystem's Ability to Absorb Them
 • 
Doug Shapiro
1
Video: Follow the Money
A Holistic View of the U.S. Video Value Chain and Some Surprising Insights
 • 
Doug Shapiro
6
Disney, Charter and the Second Coming of TV Everywhere
Why This Time Could be Different
 • 
Doug Shapiro
9
Video’s Fundamental Problem: It Over-Monetizes
Streaming Won’t Fill the Pay TV “Hole.” Let’s Move On.
 • 
Doug Shapiro
What Will Streaming Peace Look Like?
Exploring possible structural changes in TV
 • 
Doug Shapiro
The Four Horsemen of the TV Apocalypse
What Happens When Barriers to Entry Fall in Content Creation Too?
 • 
Doug Shapiro
To Everything, Churn, Churn, Churn
How Churn Became Streaming TV's Biggest Surprise and Biggest Problem
 • 
Doug Shapiro
Is Streaming a Good Business?
For most of the media companies, 20% margins are out of reach— and it’s not just about content costs
 • 
Doug Shapiro
One Clear Casualty of the Streaming Wars: Profit
TV is at a Tipping Point
 • 
Doug Shapiro
© 2025 Douglas S. Shapiro
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture