Netflix Earnings, Netflix’s Rising CAC, Content and Marketing

Netflix’s subscriber numbers were disappointing; does the company have a customer acquisition cost problem? Then again, customer acquisition costs should include content, which might not have been good enough.

AT&T, Time Warner, and the Need for Neutrality

It is no surprise that a judge allowed the AT&T-Time Warner acquisition to proceed given the government’s poor case; the question is if a better case could have been made. What is ultimately needed, though, are new laws.

Sports Gambling Defederalized, Amazon Channels

Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.

Olympics Ratings, P&G and Olympics Advertising, Total Audience Advertising

Olympic Ratings are down, but less than expected! Unfortunately for NBC, so is revenue. That, though, is expected: sports and its advertisers remain interconnected. Then, at least NBC finally figured out how to manage multiple mediums.