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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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By Ben Thompson

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Companies

Hulu

Amazon “HQ2” Choice, Disney Earnings, Disney’s Hulu Plan

Posted onTuesday, November 13, 2018Tuesday, December 24, 2019 Author by Ben Thompson

Amazon’s HQ2 process deserves the most cynical of lenses. Then, Disney revealed more details of their streaming service, with a surprising focus on Hulu — and linear TV.

Spotify Earnings, Spotify’s Free Plan and Hulu Partnership, Snap Earnings

Posted onMonday, May 7, 2018Tuesday, December 24, 2019 Author by Ben Thompson

Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.

Disney-Fox Deal Announced, Horizontal Antitrust, Whither Hulu

Posted onMonday, December 18, 2017Tuesday, March 20, 2018 Author by Ben Thompson

The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?

Amazon Studios Shifts Strategy, Spotify and Hulu, Facebook to Spend $1 Billion on Video

Posted onTuesday, September 12, 2017Saturday, March 24, 2018 Author by Ben Thompson

Amazon Studios is shifting its strategy, which rationalizes Prime Video; the big winner is Netflix. Then, Spotify makes a smart move with Hulu, while Facebook is resorting to brute force in video.

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By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

Create an account to receive
Weekly Updates via
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Explore Stratechery

  • Concepts
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  • Daily Updates
  • Years in Review

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