Netflix’s New Chapter

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.

Cable’s Last Laugh

Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.

Netflix Flexes

Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.