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 Netflix co-CEO Greg Peters About Strategy and Execution
An interview with Netflix co-CEO Greg Peters about owning the customer relationship, Netflix culture and execution, advertising, games, and content strategy.
Amazon and Diamond Sports, Netflix and WWE
Amazon has made a deal with Diamond Sports and their regional networks, while Netflix has signed up WWE for its first “sports” rights content.
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.
Disney Earnings, Disney 3.0, Streaming and Sports
Disney’s earnings reveal the plan for Disney 3.0; it’s a plan that makes sense, and sports still plays a role.
ESPN Financials, NBA Spin, Jon Stewart vs. Apple
ESPN has released its financials, which show why they haven’t yet signed a new deal with the NBA. Amazon might bid, but the NBA’s product isn’t as compelling for streaming as it is for cable.
Spotify Subscription Audiobooks, Casual Fans and Bundles, Spotify’s Goals
Audiobooks on Spotify will not be available for “free” to Spotify Premium subscribers. It’s a move that makes sense for Spotify, and is one that authors should embrace.
Hollywood Writers End Strike, The Utah Jazz and Las Vegas Knights Go Direct
Hollywood writer’s ended their strike and claimed victory, but the losses are coming regardless. Plus, what studios want from AI, and how new NBA local rights deals show how unprepared the NBA is for a new reality.
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.