Disney has acquired control of Hulu, and has structured itself to take full advantage. Other streaming services, though, are not nearly as well-positioned.
Disney and the Value of the Consumer Relationship, Disney’s Consolidation of Hulu, Comcast and AT&T
Follow-up on Disney and the Future of TV, including why Disney as a whole will gain so much from Disney+. Then, AT&T sells out of Hulu, and Comcast probably will too, and why Comcast appears in better shape.
Qualcomm Loses Preliminary Judgment; Qualcomm’s Earnings; More on Netflix and MVPDs
A federal judge rules against Qualcomm in a clear victory for Apple, just another area where Qualcomm is struggling. Then, why is Netflix allowing itself to be commoditized, at least a bit, by MVPDs?
Apple’s Map Reset; CarPlay, Waze, and Google Maps; Disney Acquisition of 21st Century Fox Approved
Apple Maps is getting a reset; what is more encouraging is the company inviting competition. Then, Disney gets approval for its purchase of 21st Century Fox, and it raises questions about the entire process.
Disney Ups Bid for 21st Century Fox, Disney’s Choice, AT&T to Acquire AppNexus?
The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.
Netflix’s Earnings and the Video Value Chain, The Conditions of Aggregation, Comcast and Netflix and the New Bundle
Netflix’s earnings are a reminder of the power that comes from not just aggregation but also integration. It also reveals that Aggregators are more likely to gain economic power when suppliers are already modularized. Plus, Netflix and Comcast start to build the new bundle.
Pro-Neutrality, Anti-Title II
Any regulation, including those around net neutrality, should be put to a cost-benefit analysis. In this case regulation advocates come up short.
The Department of Justice Sues to Block the AT&T-Time Warner Acquisition, The DOJ’s Case, AT&T’s Objections
The DOJ is suing to block AT&T from acquiring Time Warner; the case is stronger than precedent might seem, because precedent is actually on the government’s side. Politics, though, loom large.
Disney to Buy Part of MLBAM; Netflix, Comcast, and Verizon; Spotify’s Fruitless Antitrust Griping
Disney continues to invest in the future by buying part of MLBAM, while Comcast and Verizon settle into their roles as utilities. Plus, why Spotify’s antitrust complaints don’t make much sense, even if Apple isn’t being very fair.
Comcast’s Inevitable Data Caps; T-Mobile Offers Free Video; America Versus Europe on Net Neutrality
Net neutrality regulation was inevitably the first domino when it came to changes in U.S. broadband: both data caps and zero-rate plans are inevitable responses. People who don’t like any of this should start focusing on the root problem — and solution.