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An Interview with Matthew Ball About Disney and Bob Iger

Posted onThursday, March 5, 2020Thursday, May 7, 2020 Author by Ben Thompson

An interview with Matthew Ball about Bob Iger’s exit; Disney, Netflix, and streaming; and how metaverses are digital theme parks.

Six Deaths in King County, U.S. Mistakes, Paywalls and Pandemics

Posted onTuesday, March 3, 2020Thursday, May 7, 2020 Author by Ben Thompson

The situation in the U.S., particularly in the Seattle area, is likely worse than it appears; Microsoft and Amazon should take action. Then, the U.S. needs to rely on the private sector, and publishers need to remember why people pay.

Spotify Earnings, Podcasts and Lifetime Value, The Ringer Acquisition

Posted onThursday, February 6, 2020Thursday, April 16, 2020 Author by Ben Thompson

Spotify’s mixed earnings, why podcasts are uniquely valuable to the company, and where The Ringer fits in.

Recode Recap: John Stankey of WarnerMedia, Kevin Mayer of Disney

Posted onWednesday, November 20, 2019Wednesday, November 20, 2019 Author by Ben Thompson

Highlights from Recode Media interviews of Warner Media’s John Stankey and Disney’s Kevin Mayer, including an extended discussion on sports.

The Google Squeeze Follow-up, Disney+ Launch, Instagram Influencer Follow-Up

Posted onWednesday, November 13, 2019Wednesday, November 13, 2019 Author by Ben Thompson

Google’s approach to travel mirrors its approach to Shopping, which, correctly or not, was already ruled to be illegal in Europe. Then, Disney+ rolls out like a movie, and fails like a service. Plus, more on Instagram and influencers.

HBO Max, AT&T’s Challenges, The Streaming Battleground

Posted onWednesday, October 30, 2019Wednesday, October 30, 2019 Author by Ben Thompson

AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.

Ghost 3.0, An Interview with Ghost CEO John O’Nolan

Posted onWednesday, October 23, 2019Wednesday, October 23, 2019 Author by Ben Thompson

There is a new offering in the subscription space: Ghost. John O’Nolan, the founder and CEO of the Ghost Foundation, explains what makes Ghost unique.

The Athletic Reaches 500,000 Subscribers, Brute-Forcing the Bundle, Local Bundles

Posted onThursday, August 1, 2019Thursday, August 1, 2019 Author by Ben Thompson

The Athletic has 500,000 subscribers and continues to pursue growth over profitability. It’s an approach that makes sense, and the demise of local bundles helps explain why.

Substack Raises Series A, An Interview With Substack Co-Founders Christopher Best and Hamish McKenzie

Posted onWednesday, July 17, 2019Wednesday, July 17, 2019 Author by Ben Thompson

An interview with Substack Co-Founders Christopher Best and Hamish McKenzie, who recently raised a Series A to enable newsletters from Andreessen Horowitz.

HBO Max and Friends; British Airways, Marriott Hit with GDPR Fines; Zoom’s Vulnerability

Posted onWednesday, July 10, 2019Wednesday, July 10, 2019 Author by Ben Thompson

HBO Max is AT&T’s new streaming service, and it is paying a lot for Friends. Then, the best part of GDPR has its intended effect, while Zoom shows that security still isn’t a priority

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By Ben Thompson

  • About
  • Stratechery Podcasts
  • Member Forum

Explore Stratechery

  • Concepts
  • Companies
  • Topics

The Daily Update

  • About The Daily Update
  • Subscribe Monthly
  • Subscribe Annually

Free Weekly Articles

Consume via: Email / Podcast / RSS
Follow: Twitter / Facebook / LinkedIn
Exponent Podcast

Archives

  • Articles
  • Daily Updates
  • Years in Review
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