A Stockholm-listed podcast company just bought sales rights to 200 creators, premium brand relationships, and a US commercial team.
Agencies can't staff social commerce quickly enough, so they're buying it. Podean just did, for the 6th time in 9 months.
The deals we're running, the deals we're breaking down, and the rooms we're in.
The annuity is why a catalog buyer can pay for it. The bigger play is building a YouTube-native studio group.
Traveling and deep in deal work this week. Regular analysis returns next Friday.
The put option, the profit-rights clause, and the adland legend in the filings that most coverage missed.
LLMs and B2B software showed up as buyers, Vox got broken up and sold, and talent management went quiet. Our mid-year scorecard inside.
We peg it at ~$50–120M, and it's Miroma's decades-old playbook, now aimed at podcasting.
Recovered from Cannes and VidCon yet? Same. One quick ask before the long weekend.
Hello from the trenches of VidCon — plus a key takeaway from my toast, a podcast, and what's next.
Same week, a public microcap paid ~$175K in stock for a TikTok agency. The filings tell two very different stories.
The founders kept the creator ecosystem and signed a 3-year deal. Here’s what Accenture actually bought, and who’s left to buy.