2023
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Personal Day, and Two Podcasts on Facebook
Announcing a personal day and two recent Stratechery Plus podcasts on Facebook.
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Netflix Earnings, Netflix’s Coming Price Increases, Netflix and the Strike
Netflix’s earnings were ambivalent about the impact of the password-sharing crackdown, and point to upcoming price increases
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Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?)
Bob Iger teased what might be next for Disney in an expansive interview, including the end of linear TV and hints about the future of ESPN.
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Hollywood on Strike
The Hollywood strike is setting talent against studios, but the problem is that both are jointly threatened by the reality of the Internet and zero distribution costs.