Netflix’s earnings were ambivalent about the impact of the password-sharing crackdown, and point to upcoming price increases
The Hollywood strike is setting talent against studios, but the problem is that both are jointly threatened by the reality of the Internet and zero distribution costs.
An interview with me about my background, Aggregation Theory, AI, streaming, and more.
Every content company is or should be moving to a model that incorporates both subscriptions and ads; creator platforms should help their publishers do the same.
Netflix’s earnings show that its ad business is doing even better than expected, and that its movie release strategy is right to be different.
An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
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.
Epic’s FTC settlement is a reminder about the value of the App Store. Then, Netflix’s ad weakness is disappointing but not surprising, while the YouTube/NFL deal could have been worse for cable companies and other leagues.
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.
Netflix’s numbers were up, and so were the mood of its executives, who are back to being bullish about Netflix’s growth opportunities and competitive position.