| Hi, Just in case you needed a reminder about the enormous change the media business is undergoing, you got one this week: Disney has considered buying parts of 21st Century Fox. Or, to put it another way: 21st Century Fox, which wanted to buy Time Warner just a few years ago, is now up for sale itself. If you predicted that, congratulations. If you’re like the rest of us, you need to hear from the leaders of the media business — and the leaders of the technology industry that’s remaking the media business — so you can plot your own course.
That’s why Kara Swisher and I produce the annual Code Media conference, which we’re hosting next February 12 and 13 in Huntington Beach, California: We invite the people who matter at the most interesting companies, and talk to them live, onstage, in our signature red chair interviews. For example: Tim Armstrong spent years running revenue for Google, then six years running AOL. Now he has combined that internet pioneer with Yahoo at Verizon, where he’s pitching the two companies as an alternative to Facebook and Google’s ad dominance. Given Verizon’s newfound appetite for the media business, it’s possible that he’ll have even more in his portfolio by the time we talk to him.
Michael Nathanson is one of Wall Street’s sharpest observers and an analyst we often turn to when we want a candid, plain-English assessment of internet media heavyweights like Google, Facebook and Snap. We’ve asked the MoffettNathanson co-founder to make a custom presentation for our audience, so they can get the kind of insight that professional investors pay big money to have delivered to their inbox. They’ll be joining an impressive list of speakers that we’ll be telling you about for the rest of this year. And we’ll be meeting at a pretty excellent place to spend two days in February — the luxurious Paséa Hotel and Spa, right next to the Pacific Ocean. Register now for our First Mover discount, and we’ll see you there. See you in February! Peter Kafka
More about our speakers:
| | Tim Armstrong
CEO, Oath
Tim Armstrong is the CEO of Oath, a global digital and mobile company that reaches more than one billion consumers with the world’s leading global brands, including Yahoo, AOL, HuffPost, TechCrunch and Tumblr. Oath launched in 2017 as a Verizon-owned company, following Verizon’s acquisition of AOL, where Armstrong was chairman and CEO. Prior to Oath and AOL, he held leadership positions at Google, Starwave, Disney Internet Ventures, Snowball and America’s Health Network, and co-founded and seed-funded Associated Content and Patch. |
| | Michael Nathanson
Senior Research Analyst, MoffettNathanson
Michael Nathanson is a senior research analyst at MoffettNathanson, where he has been consistently named one of the leading media analysts in the U.S. by Institutional Investor Magazine. Previously, Nathanson worked at Sanford Bernstein and at Nomura. Before he began working on Wall Street, he held strategic planning and financial analysis positions at Time Warner, Cablevision and MGM. He received a B.A. from Brandeis University and a master's degree from the Yale School of Management. |
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