How much of the difference between HBO and Netflix is mindset? Plus, the Big Ten’s new deal, and Disney raises prices
Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner
The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation
An interview with “The Metaverse” author Matthew Ball about Metaverse timing, challenges, and Netflix’s content challenges
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix
MLS agreed to a 10 year deal with Apple; exploring the details, what it means for MLS, other sports, Apple, and bundling.
NESN, the regional sports network that shows Red Sox games, is going over-the-top, but its appeal may be limited. Plus, reflecting on Cable’s Last Laugh.
An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.
Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.