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Nov 26, 2025

Nexxen International: End-to-End Platform Model

Former VP at Magnite
Partner Interview
Nexxen International Ltd.ILSmall CapGoogleComcastThe Trade DeskViant TechnologyMagnitePubMaticRokuNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology
May 20, 2025

HBO, Paramount, Comcast: Balancing FAST, Subscriptions, and Content Licensing Amidst CTV Shift

Former Head of Sales at FreeWheel
Partner Interview
The Trade DeskPublicis GroupeComcastWarner Bros. DiscoveryParamount GlobalWalt DisneyNetflixGoogleAmazonThe Trade DeskPublicis GroupeComcastWarner Bros. DiscoveryParamount GlobalWalt DisneyNetflixGoogleAmazonNetwork EffectsBrand EquityCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
May 6, 2025

The Trade Desk: DSP Commoditization

Former VP at Pluto
Partner Interview
The Trade DeskAmazonNetflixWalt DisneyMetaGoogleComcastRokuThe Trade DeskAmazonNetflixWalt DisneyMetaGoogleComcastRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 2, 2025

The Trade Desk: Pluto Monetization Journey

Former VP at Pluto
IP Icon
IP Interview
The Trade DeskUSLarge CapWarner Bros. DiscoveryNetflixAmazonParamount GlobalComcastRokuGoogleWalt DisneyCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer Discretionary
Mar 23, 2025

The Trade Desk: Freewheel Ad Server & Publisher Monetization

Former Senior Director at FreeWheel
IP Icon
IP Interview
The Trade DeskUSLarge CapNetflixComcastAmazonGoogleRokuWalt DisneyParamount GlobalWarner Bros. DiscoveryCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer DiscretionaryInformation Technology
Jul 16, 2024

Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity

Former Strategic Capture - Hyperscaler Division - at Lumen Technologies
Partner Interview
Cogent CommunicationsUSSmall CapLumen TechnologiesVerizonEquinixComcastAT&THurricane ElectricNetwork EffectsPhysical Infra & NetworksCommunication ServicesReal Estate
Mar 21, 2024

United Parks & Resorts: US Theme Parks Industry

Theme Parks Industry Consultant
Partner Interview
United Parks & ResortsUSSmall CapWalt DisneyComcastSix Flags EntertainmentBrand EquityUnique IP & BrandsConsumer DiscretionaryCommunication Services
Aug 7, 2023

Cogent Communications: Architecting A Cable Network

Network Architect at Charter Communications
Partner Interview
Cogent CommunicationsUSSmall CapLumen TechnologiesZayo Group HoldingsCharter CommunicationsComcastCable OneNetwork EffectsPhysical Infra & NetworksCommunication Services

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