Netflix Earnings, Microsoft and Netflix’s Ad Deal

Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner

Spotify, Netflix, and Aggregation

The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix

Disney Earnings, Disney and Linear TV, Disney+ Ads

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.

Cable’s Last Laugh

Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.

Why Netflix Should Sell Ads

Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix