The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Cohen: US YouTube connected TV watch time now exceeds Netflix
“One of our very interesting stats I've noticed more recently was, so in the US, more hours are consumed of YouTube on connected TVs than Netflix.”
Cohen: Audience fragmentation is legacy television's greatest ongoing macro threat
“The biggest challenge, the macro challenge, the most interesting challenges is about that fragmentation and that digital transition. And that's very challenging for a legacy broadcaster like the BBC or like a network in the US, CBS, ABC, when you can see those…”
Cohen: Long-form video generates far more investor revenue than short-form TikToks
“You know, it's the long form content where the money is as an investor. You know, you're not going to make much unless you're a very highly influential influencer on TikTok. You're not making much at the moment. YouTube, the big YouTube creators, they make mon…”
Cohen: BBC receives 10x to 20x more young applicants than open roles
“And yeah, there's, there is, I'm sure, 10 x, 20 x the amount of young people who want to work at the BBC than they have roles for.”
Cohen: Owning Theatre Royal Haymarket real estate protects against zero-valuation downside
“I mean, it's certainly true in a theater because you own the real estate. So as a minimum, you've got, you know, it's a grade one. We own the Len owns the theater or Haymarket. It's a grade one listed building. It's been on that site for 300 years. It's prime …”
Cohen: Data shows young people are lonelier than older demographics
“The data around, you know, young people are actually lonelier than old people.”
Cohen: The 'loneliness economy' is a massive, growing market opportunity
“So the range and diversity of the loneliness economy is huge, and I think it's going to keep growing.”
Cohen predicts a severe Hollywood content shortage within 12 to 18 months
“But yeah, there will be a point, a pinch point in the next year to 18 months where there's probably a bit less content around than before.”
Cohen: Financing a West End show costs four times less than Broadway
“The cost of financing a play or a musical in the West, London, the West End, could be four times less than financing on Broadway.”
Cohen predicts streaming platforms will undergo market consolidation due to subscription fatigue
“Not all of these platforms are going to survive. There's just too many, you know, you've got to have too many subscriptions. It's too much for people. It's too expensive. It's too confusing. So I think you're gonna see consolidation there, which is in the inte…”
Cohen: UK youth average over an hour daily on TikTok
“There was a very interesting recent large scale survey in the UK, which it said that I think young people in the UK are watching over an hour's TikTok a day now, on average, which seems astonishing for one platform.”