An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
Epic’s FTC settlement is a reminder about the value of the App Store. Then, Netflix’s ad weakness is disappointing but not surprising, while the YouTube/NFL deal could have been worse for cable companies and other leagues.
Warner Bros. Discovery is clearly still interested in the NBA, Twitter chatter notwithstanding; then, the Zaslav doctrine about content becomes clearer.
How much of the difference between HBO and Netflix is mindset? Plus, the Big Ten’s new deal, and Disney raises prices
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
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.
Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.