Netflix’s earnings are worrisome, but for predictable reasons; ultimately, the company remains in a strong position. Then, Apple’s rumored move into exclusive podcasts doesn’t make sense and is in fact good for Spotify.
It is hard to see *The Office* being a good deal for NBCUniversal, even if Netflix will miss it. Then, Netflix’s budget consciousness is just as likely to be a sign of Netflix power than it is weakness, and more reasons why Spotify isn’t Netflix.
More on why giving information to investors often helps companies, then why Luminary, a new service for podcasters, is probably not going to succeed. Building bundles is hard!
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.
More on podcasts, including why I’m cautiously optimistic, plus Apple’s missed opportunity, and why I’m skeptical of startups in the space.
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.
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.
Apple’s Errors don’t preclude the idea that prices are too high; meanwhile, the company is meaningfully pivoting to services, at least in terms of content. Then, Samsung’s pain is Apple’s gain.
Apple Music is coming to the Amazon Echo, a development that I find absolutely fascinating: what does this mean for Apple, and Spotify? Plus, this isn’t the first time Apple and Amazon have made a deal.
Spotify’s earnings point to a disturbing trend of the company needing to spend to acquire marginal customers; this makes sense because the company does not have power over supply