Differentiation
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Why Disney and ESPN Will Be OK
An increasing number of questions are being raised about the future of the pay-TV bundle, and of ESPN. The former may indeed be doomed, but that doesn’t mean the latter is in as much trouble as people think: after all, Disney is the master of differentiated content.
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Meetup Information; LinkedIn Beats, Slumps; Samsung’s Shift Continues; Sony’s Specialization
LinkedIn and Samsung both had negative reactions to their earnings, but both are in the middle of a shift to a better position going forward; Sony’s results were worse on an absolute basis but better received because they’ve already gone through the hard work of focusing on what works. Plus, meetup information for Chicago, New York,…
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Taylor Swift v Apple
Eddy Cue is dancing again, but this time it’s figuratively and the tune is provided by Taylor Swift. Seventeen hours after Swift decried Apple’s plan to not compensate artists for songs played during the Apple Music demo period Apple changed course. What can be learned, and what does this say about Apple Music — and about…
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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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Vox Acquires Recode; Stars, Money, and Reach; The Apple Car and Jony Ive
Recode has sold to Vox, and while everyone involved is putting a happy face on the matter, it seems highly likely that Recode failed as a business. Understanding how content businesses work show where they went wrong, but what does that mean for someone like Bill Simmons? Also, Jeff Williams spoke at Recode, and he just…
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LinkedIn Misses, Sony’s Retreat
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Daily Update: Understanding TV Unbundling, The Dying Appeal of Undifferentiated Content, The Special Case of HBO
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Tidal and the Future of Music
Predicting success and failure is about understanding who has leverage. In the case of music, the winners will be the labels, not the artist. But perhaps there is hope for tomorrow
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Daily Update: YU, Cyanogen, and Chasing India’s Enthusiasts; New Apple TV Box
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Daily Update: Nintendo to Build Smartphone Games