YouTube
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Spotify Earnings, Spotify’s Video Plans, Spotify’s Ad Business
Spotify’s earnings and video podcast announcements highlight the threat the company feels from YouTube. Plus, the company’s late shift to programmatic ads explains its podcast motivations.
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Netflix Earnings, Netflix Maintenance, Netflix’s Venture Model
Netflix’s margin expansion highlight both its business model differentiation and also the advantage it has in maintaining its lead, thanks to getting to scale first.
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Google Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem
Google’s earnings continue to suggest that Search is fine, while YouTube benefits from linear TV’s self-immolation. It’s the web that is showing signs of suffering from AI.
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Netflix Earnings, The Status of Netflix Advertising
Netflix’s earnings emphasize that the company wants to dominate subscription-based streaming, and that that means it won’t necessarily dominate advertising.
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An Interview with Marques Brownlee (MKBHD) About Being a YouTube Star
An interview with YouTuber Marques Brownlee (MKBHD) about building a massively successful YouTube channel by keeping viewers the top priority.
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An Interview with Matthew Belloni About Hollywood’s Streaming Struggles
An interview with Matthew Belloni about his career, Puck’s business model, and all of the mistakes Hollywood made over the last decade. Then, how sports, tech, and the future will impact the industry.
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An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.