Bundling and Unbundling
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Winners and losers from the Disney-Charter stand-off, as The Great Re-bundling begins
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Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
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Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
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The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
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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.
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It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.
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Correcting the Netflix Story, ESPN’s Challenge — and Opportunity, Yahoo to Stream NFL Game
My Netflix chart from Netflix and the Conservation of Attractive Profits wasn’t quite right: after all, I was talking about time, and networks and studios are already modularized. Still, fixing my error provides an interesting view on ESPN and its challenges and opportunities.
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Evernote Seeking New CEO, E3 and the End of Exclusives, Playstation Vue’s “A La Carte” Offering
In a shocking — but perhaps not surprising — announcement Evernote CEO Phil Libin said the company would be seeking a new CEO. How well is Evernote doing, and will they ever become a private company? E3 Day Zero was also yesterday, and while Sony in particular had some compelling announcements for an old guy like…
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Daily Update: Understanding TV Unbundling, The Dying Appeal of Undifferentiated Content, The Special Case of HBO
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Daily Update: Microsoft is Rebuilding Office, Amazon Home Services
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Daily Update: Sony Launches PlayStation Vue TV Service, Pinterest Valued at $11 Billion, The Pangea Alliance
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The Changing — and Unchanging — Structure of TV
The way we get TV may be changing, but the importance and defensibility of great content will persist
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Daily Update: Sling TV, The Interview Makes $15 Million, Roku’s Smart TV Play
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Daily Update: The NBA and the State of TV, Sony WebTV, Privacy versus User Experience
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The Jobs TV Does
This is Part 3 of a three-part series on what changes, if any, may be coming to TV TV, as I have recounted in the last two articles, is as firmly entrenched as an incumbent can be. The idea that you can cut the cord and simply watch the shows you currently want to watch (unbundling)…