An interview with Matthew Ball about the Apple Vision Pro, the malaise in gaming, and the Disney-Epic deal.
Vision Pro at Work, The Sports Bundle
Enterprise could be a fruitful market for the Vision Pro; then, the first sports bundle is apparently on its way, including ESPN, WBD, and Fox.
An Interview with Michael Nathanson About a Tumultuous Year in Media
An interview with Michael Nathanson about a tumultuous year in media, including Disney, streaming, sports, and lessons learned by both the industry and also us as analysts.
The College Football Playoff, Events Over Inventory, NASCAR’s New Deal
The College Football Playoff, along with the overall evolution in college football, highlight the importance of events over inventory. Plus, NASCAR’s new TV deal, which includes Amazon.
An Interview with Eric Seufert About Unity, Regulation, and Streaming Advertising
An interview with Eric Seufert about Unity’s recent business model changes and what that says about the state of mobile advertising, for-pay social networks, and the prospects for advertising on streaming services.
Max Gets Sports, The Fox Linchpin, Disney’s Taylor Swift Era Confirmed
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.