Podcasting Is a Fraud Killing Radio

It’s fine for fun, but don’t try to confuse it for a business.

So, Spotify forked over its largest podcasting investment ever to buy Megaphone for $235 million and the stock market voted on it with a $24 decrease in their stock price yesterday.

iHeart declared “sequential revenue growth” in its happy talk radio trade publication Inside iHeart Radio – blasphemy the exact same week Bob Pittman and Rich Bressler are firing hundreds of employees and blaming it on the virus.

But all that growth is coming from political (which is temporary) and podcasting (which is non-existent) because Pittman’s claims are made without evidence.  He’s like a politician proclaiming happy days and a recession at the same time.

Claims of economic recovery for iHeart which is down 22% year over year for the third quarter seems in line with what the groups that do better like Saga, Townsquare and Salem are reporting or will report.  What Pittman is hiding is the trade, barter and questionable national that phonies things up.

Why it’s important:  If you fall for podcasting as the answer to linear media’s decline, you’re being suckered. Entercom claims big podcasting growth, again, without evidence – never revealing revenue figures.  And neither Entercom nor iHeart ever talk about profit.

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Tower Deal Bites Cumulus in the Bottom (Line)

Lew Dickey turned it down when he was running Cumulus.

Mary Berner looked at selling their towers but resisted until things got so bad for Cumulus that they had little choice.

But I’m here to tell you it wasn’t really a tower sale.

  • In fact, the deal with Vertical Bridge wasn’t a sale at all and is being treated as fancy accounting as Cumulus quarter revenue continues to decline.

Why It’s Critical:  You’ve heard the NCAA and Cumulus are suing each other over a March Madness that never happened, but the confusing tower deal is more deadly to the future of Cumulus than a sports lawsuit that they will probably lose.

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This iHeart RIF Is Not the Big One

Last week’s reduction in force at iHeart stations – at least their fourth of the year – hit hundreds of victims by surprise, but it’s not the big one.

You may remember me saying that when the year started iHeart had somewhere around 12,000 employees remaining with the intention of cutting it down to around 5,000 for now.

COVID was a convenient ally for Bob Pittman and Rich Bressler because iHeart’s first 1,000+ reduction in force took place earlier this year before the virus shutdown the economy.

iHeart is going to eliminate, consolidate, regionalize and centralize in one major cost efficiency.

All markets are vulnerable to the “Big One” and previously untouched jobs are at risk that iHeart believes they can now eliminate.

The pieces are in place, the goals are massive and the timing is becoming apparent.

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Leaving Half the Stations Out of the Nielsen’s

Will GEICO take just 15 minutes to identify all radio stations they should and have been advertising on now that Nielsen is delisting non-subscribers?  They have $70 million to spend on radio.

Nielsen is betting no.  Here are the odds going forward.

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“Carmageddon” — $500 Automaker Terrestrial Radio Surcharge

Radio group owners are concerned about taking a backseat to digital options such as CarPlay, Spotify, Pandora and other streaming options but they never imagined a time when terrestrial radio would be relegated to a paid upgrade.

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