An Interview with The New York Times Company CEO Meredith Kopit Levien about her path to The New York Times Company, what it is like managing an entity where the most important product is out of your control, and a substantial dive into her thinking about bundles, recent acquisitions, and how The New York Times Company can transform from a skyscraper into a neighborhood.
Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up
Unity’s merger with ironSource makes lots of sense, plus more on live sports and the Internet, and tough questions raised by Elon Musk and Uber
Big Ten Blame
The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation
MLS on Apple TV, The MLS Perspective, The Apple Perspective
MLS agreed to a 10 year deal with Apple; exploring the details, what it means for MLS, other sports, Apple, and bundling.
NESN 360, NESN and vMVPDs, Cable and the User Experience
NESN, the regional sports network that shows Red Sox games, is going over-the-top, but its appeal may be limited. Plus, reflecting on Cable’s Last Laugh.
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.
Browsers and Regulation; Thin Platforms, Bundling, and Unbundling
The lessons regulators should learn from the Microsoft antitrust case, and how Thin Platforms are part of the unbundling and bundling cycle.
Warner Bros. Discovery
Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.
Disney Earnings, Disney and Linear TV, Disney+ Ads
Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.
An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra
An interview with Coda founder Shishir Mehrotra about documents, go-to-market, and competing with Microsoft, plus bundling, Spotify, and Passport.