Monday AM Briefing: Consumer Choice, “Premium Content” & Growth

No research analyst on Thursday’s Q2 2022 earnings call asked Warner Bros. Discovery (WBD)management about whether YouTube and TikTok compete with them on premium content. Nor did anyone from WBD management mention YouTube and TikTok as competitive threats. 

In a world where YouTube (135MM connected TV (CTV) viewers per month in the U.S.) and TikTok (~80…