Warner Bros. Discovery
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An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.
An interview with Netflix co-CEO Greg Peters about engagement, competition, and the Warner Bros. acquisition.
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Netflix and the Hollywood End Game
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 Earnings, KPop Demon Hunters and Netflix Hit Production
Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters’ success.
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WBD Split, HBO and Warner, Whither Sports?
WarnerBros. Discovery is splitting up, but the real split goes back to Turner Broadcasting.
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YouTube TV, Wiz, and Why Monopolies Buy Innovation
Google could aggregate TV, but it might not have the product capability; that’s a convoluted way of explaining why buying Wiz is a good idea
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An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.
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Intel Concerns, Fubo Blocks Venu
Intel Concerns, Fubo Blocks Venu
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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.