CES Concepts, Verizon Drops Bundles, Technology and TV

CES is boring, because no one knows what is next. Then, Verizon is dropping Internet and TV bundles, which is a rational response to the changing nature of pay-TV. It also shows how much tech disruption is still to come.

TV Advertising Falls; The Sports Linchpin, Revisited; NBA Ratings

TV Advertising is down, as price increases finally overwhelm the decline in viewers. It’s important to note, though, that sports still matter. This is something the NBA may not completely understand.

Disney’s Bundle, Huawei’s HarmonyOS, Uber Earnings

Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.

Facebook’s FTC Fine, Apple and Microsoft’s Mistake, IBM’s Unbundling

Facebook’s FTC fine is being pilloried, but it really is large and unprecedented. Plus, why Facebook critics were asleep at the wheel. Then, Microsoft saving Apple has an analogy to IBM, and is a potential argument in favor of antitrust action.

Disney and the Future of TV

TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.