The Daily Update is back with a renewed focus on streaming, bundling, and over-the-top offerings. First up is an analysis of Steve Ballmer’s rumored plans to launch an over-the-top network for Clippers games, and more broadly, a discussion about why bundling works. Then, Netflix loses movies, but it’s the content companies that are losing more from a lack of alignment.
Amazon Continued and the Role of Journalism, Three Streaming Developments: HBO, Amazon Prime, and ESPN
The Amazon story continues, and it is striking how there is zero common ground between people who work in tech and the journalists who cover it. Will this mark a shift in the relationship? Plus, what HBO’s Sesame Street deal, Amazon’s Top Gear deal, and NBC’s Premier League deal say about the future of streaming.
ESPN Follow-up, BAM Tech and Bundle Logic, No Apple MVNO and the Apple TV
A follow-up to my piece on ESPN
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.
Correcting the Netflix Story, ESPN’s Challenge — and Opportunity, Yahoo to Stream NFL Game
My Netflix chart from Netflix and the Conservation of Attractive Profits wasn’t quite right: after all, I was talking about time, and networks and studios are already modularized. Still, fixing my error provides an interesting view on ESPN and its challenges and opportunities.
Daily Update: Was I Wrong About Cyanogen?, Weekly Wrap-Up
Good morning, I’m trying something new: a weekly wrap-up where I touch-on a few interesting stories that I didn’t have room to address more fully. But first a bit of a brain dump. On to the update: Am I Wrong About Cyanogen? I concluded yesterday’s newsletter by writing: The truth is that for normal consumersSubscribe […]
Daily Update: Amazon and the Opportunity Cost of Losing Focus, Sling TV and The Interview Follow-up, Samsung’s Bad yet Good Earnings
Good morning, I hope you all enjoyed yesterday’s article about Xiaomi, because there is a lot more about the company on the way. James Allworth and I just recorded a podcast that dove deeper into both the company as well as the markets they are competing for, the validity of patents, China’s tortured history andSubscribe […]
Daily Update: Sling TV, The Interview Makes $15 Million, Roku’s Smart TV Play
Good morning, Tuesdays are when I usually post my big article for the week, but this week’s has been delayed until tomorrow, so a Daily Update it is. And just as good: there were a couple of very interesting announcements yesterday at CES. On to the update: Sling TV From The Verge: What is SlingSubscribe […]
Daily Update: The NBA and the State of TV, Sony WebTV, Privacy versus User Experience
Good morning, As I noted, this week’s Daily Updates might be irregular; indeed, today’s is arriving several hours late. I apologize for the delay. I also apologize that the first two items are U.S. centric (yep, TV again). On to the update: The NBA and the State of TV The NBA’s ratings have been decliningSubscribe […]
Daily Update: Why Next Year for Apple Watch, I Love the Blackberry Passport, Bill Simmons and Writer as Brand
Good morning, It seems that yesterday’s update got marked as spam, so please take a look and mark it as not-spam – this will help ensure this happens less often in the future. On to the update: Why Now Next Year for Apple Watch While I noted last week that I had changed my mindSubscribe […]