Netflix
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Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.
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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.
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Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
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Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.
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Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption
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Disney’s Choice
Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them.
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Disney Shifts to Streaming, Disney Versus Netflix, ESPN
Disney is making big changes — finally. What will be fascinating to watch is if the company is willing to fully embrace the Internet and its own brand and become an aggregator.
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Amazon Earnings, Amazon Logistics Services?, Netflix Earnings
A follow-up on The Athletic’s potential and challenges, then Amazon’s earnings and the mystery of its increased investment. Then, a reminder of why Amazon is a threat to Netflix in the long run.
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Wikitribune, Apple Cuts Affiliate Fees, Netflix Earnings
Wikitribune is betting on scale in a way that most news organizations can’t comprehend. Then, Apple is keeping more of the pie for itself, and Netflix is getting loose with definitions.
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The Great Unbundling Follow-Up, Netflix Earnings, The New York Times 2020 Report
The current TV model is exceptionally strong, but its weaknesses are correlated. Then, Netflix continues to demonstrate the power of Aggregation Theory, and the New York Times impresses with its focus on the business side of journalism.
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The Great Unbundling
It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.
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Why Apple Shouldn’t Buy Netflix, Amazon Earnings
A follow-up to yesterday’s weekly article that Apple Should Buy Netflix, then a look at Amazon’s earnings.
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Apple Should Buy Netflix
The fact Apple’s ‘TV’ app doesn’t have Netflix shows who has the leverage; Apple should just buy in.
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Netflix Earnings, The Apple Car Reset
Netflix had a good quarter, but even more important is that the company continues to exemplify aggregation theory. Then, the Apple Car is getting a reset; this may be the beginning of the end.
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Does Uber Have a Strategy Problem?, Netflix and Aggregation Theory, Google Trips
Is Uber bad at strategy? It would be understandable if they were. Then, Hollywood is finally realizing that Netflix is a textbook aggregator. Plus, why Google Trips exists