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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Netflix Earnings, Netflix’s Growth Plans, Ads and Price Segmentation
Netflix’s earnings and 2029 goals show new avenues of growth that are downstream from increased segmentation.
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Encryption and the Uneasy Compromise, Netflix Earnings, The Aggregator’s Compounding Advantage
More on the U.K. vs. Apple, and then Netflix’s earnings demonstrate how an Aggregator’s advantage compounds via pricing power.
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Super Bowl Ratings, Netflix to Bid on F1?, Thomson Reuters v. Ross Intelligence
The Super Bowl drew record ratings even if it wasn’t a big deal on social media; the NBA has the opposite problem. Is consolidation of media the way? Then, a new court case about AI.
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Netflix’s Boxing Event, Customer Acquisition vs. Churn Mitigation, Accounting for Events
The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer acquisition and churn mitigation.
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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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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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Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle
Netflix announced an NFL that makes a lot of sense, even if it would have been a big surprise previously. Then, Netflix is building their own ad platform, and everyone else is looking to re-bundle.