At CES this week, media futurist and media agency exec Rishad Tobaccowala said first-party data still has major value - perhaps just less so. Real-time information and sentiment and shifting consumer engagement via AI search is more relevant than slightly older first-party data.

Something's got to give - as seen with Versant Media Group, the spinoff company of Comcast Corp., on the first day trading as a public company. It closed down 13% to $40.57.

WBD's TNT Sports is still a significant - but now smaller - operation for sports TV and streaming content. Should we factor in existing and potential future sports TV content?

Streaming TV's slow-moving legacy media growth is compounded by rapid growth of other digital media. TikTok, YouTube, Meta and other social media platforms are pulling major video ad dollars to their platforms.

Lower TV ratings for CBS' "Kennedy Center Honors" is bad on two fronts - not just the big dip vs. a year ago, but because Nielsen changed its measurement, which generally has lifted some live event ratings.

Linear TV networks that showed gains, ranked third to sixth in prime-time viewing, include ABC (5% higher), Fox (up 10%), Fox News Channel (rising 12%) and ESPN (up 18%).

As the linear TV business declines further, should we be thinking about midsized cable TV network players like AMC Networks, Hallmark (Crown Media), Starz and CuriosityStream?

Imagine an AI agent subscribing to and cancelling streaming/linear TV services to create a bundle with specific price and ad-load targets. Big tech companies could control this.

Bari Weiss, editor in chief of CBS News, told the press it was necessary for the "integrity" of the news to do more. She killed the story.

From a consumer experience perspective, FAST maturity is still a ways off. Growth of over 17% is expected through the next five years - to reach $27.14 billion.