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75% -> that’s how much Apple Vision Pro's (VR headset) domestic sales are expected to drop this qtr vs last qtr, according to new estimates from IDC 59% -> that’s how much LESS likely Disney’s Disney+/Hulu/ESPN+ bundle resubscribers are to churn within a year relative to those who just subscribed to Disney+ (i.e., the bundle is working), per Ampere Analysis These were just two of the key stats we highlighted in last week’s Weekly Top TMT Themes Report.    We also analyzed where short sellers have been focused within TMT, and one stock in particular has been the most shorted in our LionTree Universe for a third quarter in a row. Which one was it? See below for all the key themes we covered last week…if you are an industry executive or financial investor, you can request access to our Top Themes Weekly Update report here: liontree.com/ltweekly/   1) Paramount Just Greenlit A New Season Premiere… 2) Short Sellers Take Interest In Cable One & Reddit… 3) The NBA Scores Big With New TV Rights Deals + Other Sports Media Updates 4) Wall Street Analysts Warm Up To Omnicom, GoodRx, And Duolingo… 5) China Clears The Road For More Driverless Cars 6) Early Datapoints Point To The Power Of The Streaming Bundle 7) Interactive Entertainment Joins The TMT Price Hike Parade 8) Grab Bag: Apple Vision Pro Sales Outlook / AT&T Data Breach / Amazon Pushes Further Into Digital Advertising

At our most recent Lioness event, we brought together women from our LionTree community for an incredible basketball game where the New York Liberty faced off against the Chicago Sky. We look forward to hosting this amazing group again soon!

One of the key messages from the Paramount / Skydance deal is that bundling will be critical element of the “New Paramount”. While specific details about potential bundling partners or what a future bundle might look like are still unknown, per mgmt’s comments on the investor conference call, “If you’re in that bundle, you’re going to win and if you’re not in that bundle, you’re in real trouble.” We touched upon this broader bundling theme in our latest “LionTree’s Lens: Sector Insights & A Look Ahead, Summer 2024” update and expect to see the streaming industry continue to move in this direction - see clip below for more. We’ll also be doing a deep-dive into the Paramount / Skydance deal in this week’s LionTree Weekly Top TMT Themes, which you can request access to here: liontree.com/ltweekly/  #Paramount #Media #LTWeekly

How sports betting is changing the game - according to New Yorkers Watch Kindred Media's full Sports Report, now out: https://lnkd.in/em94nUSR

Given that the IPO market is still a bit touch and go, I’m often asked what the profile is for TMT and Consumer companies that have managed to make it out the door.   We did a quick analysis as part of our latest “LionTree’s Lens: Sector Insights & A Look Ahead, Summer 2024” update. See video clip below for our findings.   If you are an industry executive or financial investor that would like to request access to our sector insights, you can use this link to do so – liontree.com/ltweekly    #TMT #Technology #LTWeekly

TPG announced the formation of a new company that will acquire, invest behind, and build a diversified global business centered on talent management, representation, and adjacent verticals. In tandem with this announcement, the Company is making its first investment into Untitled Entertainment, a leading Hollywood talent management business with a 25-year track record representing many of the entertainment industry’s most successful and celebrated talent.   LionTree is proud to have served as the exclusive financial advisor to BOAT ROCKER on the sale of Untitled Entertainment to TPG. https://lnkd.in/eryMQqcP

Congratulations to WEBTOON on its $315 million initial public offering, bringing the leading global entertainment company carved out of South Korea's NAVER Corp to Nasdaq. LionTree is proud to serve as a co-manager on WEBTOON’s IPO. https://lnkd.in/eTGRyNfG

Youth sports is experiencing unprecedented growth, with over 60 million kids in the U.S. participating in organized athletics. Join LionTree’s Alex Michael in our latest Kindred Report as we dive into the evolving youth sports landscape – and explore who is investing in this booming market. Featuring insights from: • Sameer Ahuja, President of GameChanger • Ayden Syal, Founder & CEO of MOGL In the report, we explore innovative platforms and technologies making a difference, the high costs of youth sports, and how companies, schools, and student athletes are navigating the impact of new NIL rules and monetizing their name, image, and likeness. Plus, don’t miss Laura Clinton’s on-the-ground report on how fans are engaging with sports content today. Watch now on YouTube: https://lnkd.in/emKW_7Qm

KKR announced the acquisition of Superstruct Entertainment from Providence Equity Partners, a premier private equity firm specializing in growth-oriented investments in media, communications, education and technology.   LionTree is proud to have served as financial advisor to Providence Equity Partners on its sale of Superstruct Entertainment to KKR. https://lnkd.in/ePv8Vjdf

ICYMI! How should #technology investors manage extreme technology risk? Permira Partner Brian Ruder discusses the importance of being conscious of the downside amid unprecedented disruption in the tech private equity landscape and beyond on LionTree's KindredCast podcast. Watch now: https://lnkd.in/g8b3tAng