Max adds sports, and Fox might want to shore up its position in the bundle. Then, Disney confirms it is in its Taylor Swift era, and investors are not impressed.
An Interview with Ben Thompson at the MoffettNathanson Technology, Media, and Telecom Conference
An interview with me about my background, Aggregation Theory, AI, streaming, and more.
What the NBA Can Learn From Formula 1
Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating
An Interview with Matthew Ball About Disney, Streaming, and the Metaverse
An Interview with Matthew Ball Disney and Bob Iger’s return, the future of ESPN, Netflix’s resurgent position, and the trouble facing the rest of the TV industry. Plus, why the Metaverse isn’t here, and what Apple’s headset may look like.
An Interview with Michael Nathanson About Netflix and the Media Industry
An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
Netflix’s New Chapter
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.
Warner Bros. Discovery and the NBA, The Zaslav Doctrine
Warner Bros. Discovery is clearly still interested in the NBA, Twitter chatter notwithstanding; then, the Zaslav doctrine about content becomes clearer.
An Interview with Eugene Wei About Streaming and Social Media
An interview with Eugene Wei about streaming and social media, including Netflix, TikTok, Twitter, and why the first wave of social networks were a fundamental mismatch with human nature.
House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices
How much of the difference between HBO and Netflix is mindset? Plus, the Big Ten’s new deal, and Disney raises prices
An Interview with Michael Nathanson About Streaming and Digital Advertising
An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.