Partner & TMT Analyst LightShed Partners, GP LightShed Ventures, Media Futurist & Co-Host: The LightShed Podcast. Sites/Social: linktr.ee/richlightshed
Joined June 2008
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LightShed’s Top 20 TMT Predictions and Events to Watch for in 2026
@WaltLightShed @BrandoLightShed
@RichLightShed @LightshedTMT
lightshedtmt.com/2026/01/05/…
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Anyone who believed Netflix was buying Lionsgate as a consolation prize after walking away from Warner Bros should not be covering media
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Evan Spiegel showing off the new Specs AR glasses to the public for the first time.
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"I feel so fortunate to be working on what I believe is the next major leap in computing. From phones. To glasses.”
-- @evanspiegel @specs @Snap $SNAP
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“Those copycats up north aren’t going to be stealing this one”
-- @evanspiegel @specs @Snap $SNAP
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🔥 Fox just doubled its leverage. Negotiating FOX, Fox News and FS1 carriage with YouTube TV, DirecTV or Spectrum? Fox now also controls their app distribution on Roku. Good luck saying no to Fox.
$FOXA $ROKU
lightshedtmt.com/2026/06/15/…
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When the NFL adapts its distribution to new platforms with scale, it's a problem worthy of a House Judiciary hearing. When Fox does it by buying Roku, it's strategy. Got it.
lightshedtmt.com/2026/06/15/…
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Fox buys Roku. $ROKU soars $14 to $160 in nine years. The most powerful gatekeeper in streaming is now a Murdoch asset, and every SVOD app should be nervous. Why it happened and what’s next…
$FOXA
lightshedtmt.com/2026/06/15/…
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Fox just bought Roku. The biggest streaming gatekeeper in America now belongs to the Murdochs, and Fox’s far larger peers all missed it. Why Fox is buying, why Wood is selling and what it means for the NFL, MVPDs and every SVOD app. $FOXA $ROKU
lightshedtmt.com/2026/06/15/…
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Fox Buys Roku: Why Fox Is Buying, Why Roku Is Selling and What It Means for the Industry
Legacy media has long suffered from the innovator’s dilemma, with most players allergic to risk. $FOXA buying $ROKU is a bold move…
lightshedtmt.com/2026/06/15/…
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Rich Greenfield, LightShed 🔦 retweeted
Jun 15
$ROKU is being acquired by $FOXA in a deal valued around $22 billion, including debt. @RichLightShed outlines what it means for the industry: cnb.cx/4uEUjZQ
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UPDATED: Brainstorming Who Could Buy Roku with 3 Additional Suitors
$ROKU
lightshedtmt.com/2026/06/12/…
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UPDATED: Brainstorming Who Could Buy Roku with 3 Additional Suitors
$ROKU
lightshedtmt.com/2026/06/12/…
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$ROKU is the most eligible bachelor in streaming. We game out all 7 potential suitors — from Fox to Netflix to Comcast — and who actually has the stomach (and balance sheet) to pull the trigger and become the streaming gatekeeper. 👇
lightshedtmt.com/2026/06/12/…
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Everyone keeps asking who buys Roku. The real question: who becomes streaming’s gatekeeper? We break down 7 suitors and why the one that should buy it already blew its shot. 👇
$ROKU
lightshedtmt.com/2026/06/12/…
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Jun 12
The merger of Warner Bros and Paramount is not a done deal and remains under investigation by my office.
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🚨 Brainstorming Who Could Buy $ROKU lightshedtmt.com/2026/06/12/…
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Netflix wants more NFL.
YouTube wants more than Sunday Ticket.
Congress is whining.
None of it matters. The NFL's ultimate leverage is its partners' fear of change, and we think every deal gets locked in through 2033 by the end of 2026.
Waiting until 2030 is the riskiest move in media
lightshedtmt.com/2026/06/11/…
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