By Lean Back with Mark and Bernie Lean Back with Mark & Bernie
Lean Back with Mark & Bernie
Podcast

Lean Back with Mark & Bernie

By Lean Back with Mark and Bernie
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Research Analysts Mark Zgutowicz covering Internet and Bernie McTernan covering Consumer Tech casually discuss what they see as the most relevant and thought provoking highlights of the week impacting the advertising, commerce and content sectors on their weekly podcast series, Lean Back

Research Analysts Mark Zgutowicz covering Internet and Bernie McTernan covering Consumer Tech casually discuss what they see as the most relevant and thought provoking highlights of the week impacting the advertising, commerce and content sectors on their weekly podcast series, Lean Back

58
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58: The Roku Channel Cracking Code in Exclusive Crime Series; Netflix Cracking Down on Password Sharing?

Episode in Lean Back with Mark & Bernie
NFLX, Neutral, $450; Roku, Buy $560
Business and industry 5 years
0
0
0
19:01

57: NFL Renewal Industry Implications; Prime Video or ESPN+ Sunday Ticket?

Episode in Lean Back with Mark & Bernie
DIS, Buy, $220; FOXA, Sell, $25; ROKU, Buy $560
Business and industry 5 years
0
0
0
14:00

56: Sports Betting Copy Cat Acquisition Strategy; Row, Row To Roku: How It “Ads” Up For Big Media

Episode in Lean Back with Mark & Bernie
CMCSA, Buy, $56; DKNG, Buy, $65; PENN, Buy, $115; ROKU, Buy $420
Business and industry 5 years
0
0
0
16:32

55: Spotify Walled In or Out; NFLX Cash Flow Evolution vs Inflection Point; NBA Ratings Surge; LA Port Congestion Pre...

Episode in Lean Back with Mark & Bernie
NFLX, Neutral, $450; PTON, Buy, $186; SPOT: Buy, $390
Business and industry 5 years
0
0
0
18:12

54: Most Streamed Content of 2020, Twitter’s Blockchain Conundrum, Oregon Sports Betting Implications

Episode in Lean Back with Mark & Bernie
DIS, Buy, $210; DKNG, Buy, $65; NFLX, Neutral, $425; PENN, Buy, $115; TWTR, Neutral, $39
Business and industry 5 years
0
0
0
19:07

53: Amazon-Roku Courting Cord-Cutters; Netflix Churn Concerns

Episode in Lean Back with Mark & Bernie
DIS, Buy, $210; NFLX, Neutral, $425; ROKU, Buy, $420
Business and industry 5 years
0
0
0
19:08

52: NY Sports Betting Odds Increasing; Movie Permanence Coming to Your CTV Living Room

Episode in Lean Back with Mark & Bernie
DIS, Buy, $155; DKNG, Buy, $65; NFLX, Neutral, $400; PENN, Buy, $90; ROKU, Buy $260 
Business and industry 5 years
0
0
0
17:32

51: Amazon ‘Wondery’ing Many Ways to Lever Pods?; Sunday Ticket Suitors

Episode in Lean Back with Mark & Bernie
CMCSA, Buy, $54; DIS, Buy, $155; VIAC, Neutral, $30; SPOT, Buy, $325
Business and industry 5 years
0
0
0
19:57

50: Can Wonder Woman Bring Roku-HBO Max Together?; Malone Opines on Media DTC Future

Episode in Lean Back with Mark & Bernie
CMCSA, Buy, $54; DIS, Buy, $155; ROKU, Buy, $260
Business and industry 5 years
0
0
0
16:30

49: vMVPD Taking Share, What’s Next?; Dunkin Donut Baristas and The New Age of Influencers

Episode in Lean Back with Mark & Bernie
DIS, Buy, $155; DKNG, Buy, $65; PENN, Buy, $90; SNAP, Buy, $50; FB, Buy, $325
Business and industry 5 years
0
0
0
16:30

48: Debating Comcast Entry into Smart TVs – Logical Growth Strategy or Too Late to the Game?

Episode in Lean Back with Mark & Bernie
CMCSA, Buy, $54; ROKU, Buy $260
Business and industry 5 years
0
0
0
19:55

47: Benefits of PTON-Chase Partnership; Big Tech--Senate Virtual Rumble…and Sect. 230

Episode in Lean Back with Mark & Bernie
FB: Buy, $325; PTON, Buy, $130; TWTR: Neutral, $40
Business and industry 5 years
0
0
0
18:49

46: AT&T Escalates Cord Cutting Fears; Easy Part Done for HBO Max, Next Steps More Challenging

Episode in Lean Back with Mark & Bernie
CMCSA,: Buy, $52; NFLX: Neutral, $400; ROKU: Buy, $195; T: NR
Business and industry 5 years
0
0
0
17:43

45: Disney Reorg for the Future; Sneak Peek at Amazon ‘22 NFL Playbook?

Episode in Lean Back with Mark & Bernie
AMZN: NR; CMCSA, Buy $51; DIS, Buy, $145; FOXA, Sell, $22; VIAC, Neutral, $28
Business and industry 5 years
0
0
0
15:34

44: Fire TV/Roku Now BFFs?; NFLX Canada Price Increase

Episode in Lean Back with Mark & Bernie
AMZN: NR; DIS: Buy, $145; NFLX: Neutral, $400; ROKU: Buy, $195
Business and industry 5 years
0
0
0
14:57

43: Content Bubble? It Matters who the Buyer is; Mulan’s Epic Price Cut: Content or PVOD Fail?

Episode in Lean Back with Mark & Bernie
DIS, Buy, $145; PENN, Buy, $90; SPOT, Buy, $325
Business and industry 5 years
0
0
0
18:19

42: Amazon or Amazon’s Marketplace?; Trian Takes Activist Stake in CMCSA; Quibi Looking for Capital; P&G Waves Goo

Episode in Lean Back with Mark & Bernie
AMZN, NR; CMCSA, Buy, $52; DIS, Buy, $145; NFLX, Neutral, $400; SHOP, Buy, $325 PT
Business and industry 5 years
0
0
0
16:33

41: SVOD Churn Spiking Amid Pandemic; DKNG and ESPN Partnering; Tik Tok Drama Not Yet Over; PTON Pull Back Buying Opp...

Episode in Lean Back with Mark & Bernie
DIS, Buy, $145; DKNG, Buy, $60; FB, Buy, $325; NFLX, Neutral, $400; PENN, Buy, $80; PTON, Buy, $130; ROKU, Buy $195; SNAP, Buy, $30; SPOT, Buy, $325
Business and industry 5 years
0
0
0
15:20

40: Facebook Back on Campus; Barstool Sportsbook Goes Live Next Week

Episode in Lean Back with Mark & Bernie
DKNG, Buy, $60; FB, Buy, $325; PENN, Buy, $80; SNAP, Buy, $30
Business and industry 5 years
0
0
0
16:07

39: Mulan PVOD Framework; More Livestreams/Virtual Concerts Coming To Your Living Room Soon

Episode in Lean Back with Mark & Bernie
DIS, Buy, $145; SPOT, Buy, $325
Business and industry 5 years
0
0
0
25:24
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