An interview with Michael Nathanson about a tumultuous year in media, including Disney, streaming, sports, and lessons learned by both the industry and also us as analysts.
Disney’s earnings reveal the plan for Disney 3.0; it’s a plan that makes sense, and sports still plays a role.
An interview with me about my background, Aggregation Theory, AI, streaming, and more.
YouTube TV may be the sports bundle, and then Disney’s earnings offer a framing to discuss how and why the bundle unraveled, and the best way to rebuild around streaming.
An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
Netflix waited out Blockbuster with better economics, and it’s seeking to do the same with its competitors today; the key to the company’s differentiation, though, is increasingly creativity, not execution.
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
Google’s results were even better than the rest of the industry, thanks to YouTube.
Updates on TV streaming, including Peacock, Flex, Seinfeld, Netflix, Big Bang Theory, and HBO.