Disney may buy portions of 21st Century Fox; it is a deal that makes a lot of sense for both sides, particularly when you consider how the industry has been fundamentally changed.
Netflix Follow-up, Sonos + Alexa, MongoDB IPOs
Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.
Netflix Earnings, Netflix’s Price Raise, Additional Netflix Notes
Netflix had another great set of earnings that highlight the company’s sustainable differentiation. The company’s ability to raise prices does the same, as well as its clearly disruptive role.
Roku’s IPO and Origin Story, Netflix Versus Roku and the Conservation of Attractive Profits, “Weak” Aggregators
Roku’s origin story explain Netflix’s strategic acumen — which, by extension, explains why Roku is a risky bet. Then, Roku explains “weak” aggregators, that aren’t really aggregators at all.
Defining Aggregators
Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.
Disney Follow-up, The Re-Bundlers, Medium Claps
Disney is approaching streaming from a different place than its competitors, and the Conservation of Attractive Profits explains why its past success works against it.
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.
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.
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.
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.