@MarkLightShed

Director at LightShed Partners

Joined May 2017
  • Tweets35
  • Following930
  • Followers252
1Media
The opening of the MSG Sphere Las Vegas has been delayed until calendar 2023. It was supposed to open by the end of 2021.
1
2
7
WWE got their Brodie Van Wagenen. Positive to see Vince giving up some control to someone who will likely demand it.
John Ourand
@Ourand_Puck5 Aug 2020
Shocker: Uber agent Nick Khan left CAA for a senior role at WWE. SBD has the details: sportsbusinessdaily.com/Dail…
1
3
9
A must-read from @BrandoLightShed @RichLightShed @MarkLightShed, questioning WWE's future media rights value, creative & star creation troubles, int'l growth potential. Qs for new CFO. Rare to find such a well-rounded view on WWE stock. Free login req'd: lightshedtmt.com/2020/07/28/…

WWE Media Rights Will Decline Unless Ratings Improve – Initiating Neutral

Since the collapse of WWE stock last year, we have been waiting for the right entry point.  In June, we considered that now may be the time.  From a financial standpoint, the company has dealt well…

lightshedtmt.com
1
8
1
31
Looking at @YouTube revenue breakout for the 1st time at $15.1 billion: Does not include over 2 million @YouTubeTV users (thats ~1.2 bn in revenues) over 20 million @youtubemusic / @youtube premium subs (thats ~2.4 bn in revenues) so closer to $19 bn total in 2019 $GOOGL
7
40
6
143
How Ticketmaster's Sworn Enemy, Pearl Jam, Became Its New Best Friend - syndicated to @billboard @PearlJam @Ticketmaster @LiveNation billboard.com/articles/busin…
2
6
3
16
The problems with $WWE start with content and the pressure is on Vince McMahon to get it right. lightshedtmt.com/2020/01/31/…

By George! The Pressure is Squarely on Vince McMahon to Improve WWE Content

18 months ago, the investment community celebrated then-WWE co-Presidents George Barrios and Michelle Wilson after signing new domestic rights deals with NBCU and FOX. The deals represented a 3.6x …

lightshedtmt.com
1
3
2
9
As opposed to last year when they used talent to add bad contracts @BrandoLightShed
David Lennon@DPLennon12 Dec 2019
BVW on #Mets using good players to move bad contracts. "We're not going to be in a situation where we're just going to dump talent for money unless it allows us to do other things that we want to do. We have some latitude to try to make the best team we can and we'll do that."
1
1
CHART: Daily use of Twitter accelerating globally -- fastest growth qtr yet 🔥 $TWTR #engagement -- monetizable daily active user (mDAU) growth up 17% against a 9% comp in Q3 ‘18 – at Manhattan, NY
11
55
12
181
Mark Kelley retweeted
Dom@DomsPlaying23 Sep 2019
Borderlands 3 has shipped more than 5 million units in its first 5 days on sale, Take-Two Interactive announced. Up 50% from BL2. Fastest selling game in 2K history. 70% digital. Franchise net bookings now exceed $1 billion, unit sales ~ 50 million. businesswire.com/news/home/2…
2
3
13
Excited to announce the launch of LightShed Partners with my partners @WaltLightShed @BrandoLightShed, along with @JoeLightShed and @MarkLightShed ⚡️👀👇 globenewswire.com/news-relea…
38
12
15
225
AppleTV+ will cost $4.99 a month and will begin to roll out shows on Nov 1. (Compared to $12.99 for Netflix's most popular plan and $12.99 for the Disney+/ESPN+/Hulu bundle). $AAPL $DIS $NFLX @Apple #AppleEvent
2
6
11
Activision Blizzard’s Overwatch League is using a longtime TV measurement yardstick to make it easier for advertisers to consider its programming alongside traditional sports on broadcast and cable. $ATVI wsj.com/articles/activision-…

Activision Blizzard Esports League Tries a Nielsen Metric to Take on Traditional Sports

Activision Blizzard’s Overwatch League is using a longtime TV measurement yardstick to make it easier for advertisers to consider its programming alongside traditional sports on broadcast and cable.

wsj.com
1
Update: one of our team members is stuck in the elevator 40 mins into our first day. Another is stuck in a stairwell.
6
2
27
World of Warcraft has 579k viewers right now on Twitch following the release of #WoWClassic. Very different games but as a source of comparison, Apex Legends had 674k at its peak on 2/12 with S1 peaking at 305k and S2 at 165k.
1
5
Wow. $MSGN subs down over 6.5%. AOI down 11%, 5% after one timers. The comp was very tough but a true #goodluckbundle and #goodluckrsns moment
1
1
2
Mark Kelley retweeted
Ian Begley
@IanBegley20 Aug 2019
As @brandonatTBD notes, the estimated cost for the MSG Sphere project could affect how much capital MSG needs to raise to build the venues and, in turn, could alter the amount of the Knicks/Rangers that is sold:
Brandon Ross
@BrandoLightShed20 Aug 2019
$MSG releases first estimate of Spheres cost. Company estimate is $1.2bn each. Aecom projects $1.7bn.
1
7
2
5
$MSG releases first estimate of Spheres cost. Company estimate is $1.2bn each. Aecom projects $1.7bn.
1
2
2
3
Viacom and CBS have agreed to the midpoint of the exchange ratio I reported yesterday — .59625 — and a deal IS expected to be announced today, though not premarket, I’m told.
9
7
16
Load more