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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An Interview with Matthew Belloni About Hollywood’s Streaming Struggles
An interview with Matthew Belloni about his career, Puck’s business model, and all of the mistakes Hollywood made over the last decade. Then, how sports, tech, and the future will impact the industry.
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Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game
Netflix will no longer report subscriber numbers; it seems they are settling into a waiting game as they build up their tech and wait for their competitors to throw in the towel.
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An Interview with Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
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TSMC Earnings, The Trailing Node, Netflix-WWE Follow-Up
TSMC’s earnings highlight the company’s shift in business model, and how it is responding to potential Chinese capacity. Then, of course the WWE deal is about ads.
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Amazon and Diamond Sports, Netflix and WWE
Amazon has made a deal with Diamond Sports and their regional networks, while Netflix has signed up WWE for its first “sports” rights content.
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The Apple Vision Pro’s Missing Apps
The Apple Vision Pro is missing some important apps, and it seems likely that Apple’s App Store policies played a part. Might the company respond by doubling down with Disney?
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Netflix’s Data Drop, Power Laws, Netflix’s Motivations
Netflix released new data about its shows, that showed the usual power law distribution; the motivation is likely to increase the amount of content it licenses.
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Netflix Earnings, Netflix’s Licensing Pitch, Netflix Gaming Revisited
Netflix’s earnings seemed targeted at other Hollywood Studios losing money on streaming; then, why gaming isn’t a completely terrible idea (and how it works in the App Store)