An interview with Michael Nathanson about a tumultuous year in media, including Disney, streaming, sports, and lessons learned by both the industry and also us as analysts.
An Interview with Eric Seufert About Unity, Regulation, and Streaming Advertising
An interview with Eric Seufert about Unity’s recent business model changes and what that says about the state of mobile advertising, for-pay social networks, and the prospects for advertising on streaming services.
An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference
An interview with me about my background, Aggregation Theory, AI, streaming, and more.
An Interview with Michael Nathanson About Netflix and the Media Industry
An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
Warner Bros. Discovery and the NBA, The Zaslav Doctrine
Warner Bros. Discovery is clearly still interested in the NBA, Twitter chatter notwithstanding; then, the Zaslav doctrine about content becomes clearer.
An Interview with Eugene Wei About Streaming and Social Media
An interview with Eugene Wei about streaming and social media, including Netflix, TikTok, Twitter, and why the first wave of social networks were a fundamental mismatch with human nature.
House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices
How much of the difference between HBO and Netflix is mindset? Plus, the Big Ten’s new deal, and Disney raises prices
An Interview with Michael Nathanson About Streaming and Digital Advertising
An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.
Warner Bros. Discovery
Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.
Amazon Buys MGM, The Streaming Opportunity, Anti-Monopoly vs. Antitrust
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.