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In This List

Disney to unveil digital film service; short-form podcast app joins Google

5G Survey: Despite COVID-19 delays, operator roadmaps still lead to 5G

OTT Helps To Offset Pay TV Losses for Video Security Vendors

Southeast Asian broadband providers report varying performance amid COVID-19

Cable networks react to pandemic by cutting SG&A, programming costs


Disney to unveil digital film service; short-form podcast app joins Google

Top News

* Walt Disney Co. is set to unveil its new digital film service, called Movies Anywhere, as soon as this week, Bloomberg News reports, citing sources with knowledge of the matter. Studios, including 21st Century Fox Inc. unit 20th Century Fox, Time Warner Inc.'s Warner Bros. and Comcast Corp.'s Universal Pictures, will be joining the service, which will let users buy movies and save them in a digital locker.

* Complex Networks CEO Rich Antoniello discussed how he sees the online video market evolving to embrace shorter exclusivity windows and to delineate between short- and midform content.

* Linear TV is not necessarily dying, but it is changing. That was the consensus at an Oct. 10 panel discussion at the Digital Hollywood conference in Los Angeles.

* Short-form podcast app 60dB joined Alphabet Inc. unit Google Inc., according to an official blog post. Co-founders of 60dB said the service will shut down Nov. 10. Confirming the news in a statement to TechCrunch.com, a Google representative said the search giant acquired "some assets" for an undisclosed sum and that it was not a formal acquisition.

Technology

* Snap Inc. is setting up a new research and development office in Lehi, Utah, TechCrunch.com reports. The company has tapped Kirk Ouimet, one of the Scan.me co-founders, to build a team at the office. Snap bought Scan.me in 2014.

TV Networks

* Sports programming accounted for seven of the 10 most-watched shows for the week ended Oct. 8. Major League Baseball TV rights-holders climbed the ratings ladder during the week ended Oct. 8 as the league opened its 2017 postseason.

Internet & OTT

* Twitter Inc. unveiled a new "Happening Now" feature to highlight tweets about a certain topic, TechCrunch.com reports. The feature will kick off with sports and then will be expanded to other areas such as entertainment and breaking news.

* Netflix Inc. will premiere the second season of "Haters Back Off!" on Oct. 20 on the streaming service, the company said. The series follows the life of a character called Miranda Sing, an untalented star on the rise.

* Twitter is tweaking its policies in order to better deal with issues such as the Blackburn campaign ad, TechCrunch.com reports, citing a media statement by the company. The company initially removed a small portion of a video message by Rep. Marsha Blackburn, R-Tenn., that it thought was inflammatory but then reversed its decision after "reconsidering the ad in the context of the entire message."

* Explosive growth in esports has attracted a swathe of investors, blue chip advertisers and passionate audiences in recent years. But amid the market's meteoric rise, a crackdown on unregulated gambling and match fixing is expected, observers said.

Print

* Time Inc. will be publishing fewer print issues for seven of its magazines, including Fortune, Entertainment Weekly and Sports Illustrated, The Associated Press reports, citing a company spokeswoman. The company will also reduce the number of prints of its namesake weekly magazine to 2 million from 3 million.

The day ahead

Early morning futures indicators pointed to a lower opening for the U.S. market.

In Asia, the Hang Seng fell 0.36% to 28,389.57, and the Nikkei 225 was up 0.28% to 20,881.27.

In Europe, as of midday, the FTSE 100 was nearly unchanged at 7,538.05, and the Euronext 100 had grown 0.02% to 1,046.13.

On the macro front

The Bank Reserve Settlement report, the MBA mortgage applications report, the JOLTS report and the FOMC minutes are due out today.

Featured news

The Daily Dose Europe: UK proposes internet firm levy; Vivendi eyes €250M Mediaset settlement: The British government is proposing a levy on social media companies and communication providers, while Vivendi SA is planning to offer Mediaset SpA a €250 million settlement, among other payments, for their thwarted pay TV deal.

The Daily Dose Asia-Pacific: KKR group plans $11B bid for Indian towers; Chinese anime platform eyes US IPO: A consortium led by KKR is in talks to acquire two Indian tower companies for US$11 billion, while Chinese anime-streaming platform Bilibili is eyeing a U.S. IPO in 2018.

Tech Time: Indian telcos prepping 5G-ready networks; AMC invests in VR startup: In this feature, S&P Global Market Intelligence presents a bi-weekly global roundup of the latest developments in technology.

Data Dispatch: BofA Merrill Lynch leads among communications advisers in top debt category: Debt continued to be the most common type of capital offering from communications companies as of Sept. 30, with 110 offerings that had an aggregate net value of $109.53 billion and an average size of $995.7 million each.

Data Dispatch: Goldman Sachs tops media debt rankings with Amazon, other offerings: Amazon.com Inc.'s private offering of notes sold to fund its $13.7 billion purchase of Whole Foods during the third quarter helped Goldman Sachs maintain its position at the top of media, entertainment and new media debt offering advisers.

M&A Replay: European deals through Oct. 6: Apple, WPP, Vivendi: S&P Global Market Intelligence provides a wrap-up of European media and communications deal announcements, completions and updates from Sept. 29 to Oct. 6.

Featured research

Wireless Investor: If green-lit, a T-Mobile/Sprint deal could please shareholders, consumers: T-Mobile US Inc. and Sprint Corp. are reported to be on the cusp of announcing a deal by month-end, but the relative equity valuations of the pair in what is now known to be a stock-for-stock merger and whether it will pass regulatory muster are still undecided.

Economics of Networks: Programmers rethink cable network ownership strategies in skinny-bundle era: As skinny bundles grow in popularity and cable operators try to push back against substantial license fee rate hikes, media companies have come up with different approaches in managing the size of their cable assets.

Global Multichannel: Global markets update - Panama and Uruguay: Kagan, a media research group within S&P Global Market Intelligence, has recently updated Global Multichannel & Broadband analysis for two markets.

The Daily Dose is updated as of 7 a.m. ET. Some external links may require a subscription.