Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.
Netflix’s earnings were disappointing because of the subscriber numbers, but does the company have a bigger concern in terms of long-term profitability?
It is fine to be excited about web3, but it doesn’t seem right to deny the real opportunities already afforded by the Internet. Plus, tying up loose ends on TV and sports.
The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.
The Internet has uniquely impacted regional sports networks, thanks to the reality of free distribution. Sports leagues will need to adapt.
Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.
Disney’s results suggest the company should stay the course with its current streaming strategy; however, the way it funds movies may have to change.
Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.
Disney’s tactics around ESPN+ are coming into line with streaming’s strategic opportunities; plus, Black Widow streaming numbers show how release windows are changing.
Amazon’s purchase of MGM makes sense strategically, but also points to bigger ambitions; it also highlights how a lot of antitrust talk is actually anti-monopoly.