Warner Bros. Discovery
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Netflix Earnings, Is Netflix Washed?, Additional Notes
Netflix’s earnings were fine, and befitting a mature company whose most exciting days are likely behind them.
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An Interview with Robert Fishman About the Current State of Hollywood
An interview with MoffettNathanson’s Robert Fishman about the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon.
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Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.
Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros.?
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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