Netflix’s earnings were disappointing because of the subscriber numbers, but does the company have a bigger concern in terms of long-term profitability?
The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.
Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.
Apple announced a major change to the App Store; is the company doing the bare minimum possible, or finally making concessions that are long overdue?
Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.
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.
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
AT&T bails on its streaming ambitions; they can’t undo the mistake of buying Time Warner, but merging WarnerMedia with Discovery is a nice recovery.
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.