BL
Pundit
Brian Lesser
1 receipt • Tracked since Aug 2026
CEO of AT&T's Xandr advertising unit, 2017-2020; later CEO of InfoSum; covered by Variety, Business Insider and MediaPost.
Affiliations
No firm affiliations on record.
— Filed —
1 receipt
2018
1 prediction- Sep 25, 2018Called it.“I don't believe – nor does anybody on the team believe – that subscription video on demand services could possibly pay for all the content being developed”
Right. Contrarian at the time - Netflix and Amazon were proudly ad-free. Within four years every major SVOD service had reversed into advertising: Netflix launched Basic with Ads in November 2022, Disney+ followed in December 2022, and Max, Peacock, Paramount+ and Prime Video all sell ads today. Content economics forced exactly the outcome Lesser called.
