Media and Subscriptions
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HBO Max and Friends; British Airways, Marriott Hit with GDPR Fines; Zoom’s Vulnerability
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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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.
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Apple’s Services Event
Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.
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Changes at HBO, AT&T’s Strategic Rationale, HBO’s Differentiation
There are changes afoot at HBO, driven by AT&T’s desire to compete with Netflix; that, though, risks HBO’s differentiation.
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Apple News Follow-up, What Direct-to-Consumer Publishers are Selling, More on Podcasts: Supporting Cast and Kimberlite
More on why Apple News is both different than Facebook, and yet similar from a publisher perspective. Then, how publishers should think about their business — and Apple News — plus two new entrants in the podcast space.
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The Cost of Apple News
Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.
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Spotify’s Podcast Aggregation Play
Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.
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More on Amazon’s “HQ2”, Two New Paywalls, Subscription Fatigue?
More details are out about Amazon’s site selections, including a 3rd city. Then, two new sites have paywalls, but the paywalls are different in important ways. Plus, why I think “subscription fatigue” both is and isn’t a thing.
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ZTE and Trump, Dropbox Earnings, Bloomberg’s Paywall
The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.
