Industry Thesis

Similar to what’s unfolding in the “Streaming Wars”, the audio landscape is also undergoing a once-in-a-generation paradigm shift. Consumption habits are rapidly transforming, and a handful of platforms are spending BIG today — on content, talent, IP, and tech — in order to win market share for tomorrow. The downstream effects of the “Audio Wars” spending sprees are massive, as companies across the audio ecosystem are being targeted for lucrative partnerships and acquisitions. The volume of audio M&A deals nearly tripled between 2018-2021, and with emerging growth opportunities like smart speakers, social audio, and international expansion, this deal flow will escalate over the coming years.

Testimonials

All Audio

Path to profit

Path to Profit: Exec Playbook (Pt 2)

2023 Exec Playbook

2023 Exec Playbook: Thrive or Survive (Pt 1)

Camila Victoriano — Founder of Sonoro on Building LA Times Studios, Latinx Podcast Innovation, and Following the Story VS the Medium

Naomi Shah — CEO of Meet Cute on Raising $6M During COVID, Leaving VC, and Rom-com Podcasts

The Audio Wars: Buyer-verse Expansion (Pt 2)

The Audio Wars: No End In Sight

1H 2021 Celebration

16 Podcasts, 13 Writings, and Celebrating 1H 2021

The Duality of Social Audio: How will the landscape unfold?

Rise of Social Audio

The Duality of Social Audio: Leaning In While Leaning Back

Chris Ovitz — President at OK Play on Being a 3x Founder, Humble Leadership, and Reimagining Kids Screen Time

Audio M&A Watchlist

2021 Predictions: 4 New Audio Buyers + Food Commerce Gets “Re-stacked”

Gretta Cohn — CEO of Transmitter Media on $7,000 of Startup Capital, Touring with Bright Eyes, and Making Beautiful Things

How to Win the Next Frontier of Consumer Engagement with At-Home Audio (Part 2)

How 640 Million Smart Speakers by 2024 Will Reinvent At-Home Audio (Part 1)

Interview with Adam Sachs, COO of Team Coco on Podcasting with Conan O’Brien, Group Dating, and Selling Midroll Media

How “Player Empowerment” Will Unlock Billion-Dollar Sports Brands: The Rise of Athlete Podcasters (Part 2/2)

Sports Media Enters 3rd Wave: The Rise of Athlete Podcasters as the Next Billion-Dollar Brand Builders (Part 1/2)

11 Must-Read Articles for Nextgen Consumer Execs

What Does Joe Rogan’s Exclusive Spotify Deal Signal for the Future of Podcasting?

RockWater 2020 Predictions

Is Spotify Kids a Smart Growth Bet?