An interview with me about my background, Aggregation Theory, AI, streaming, and more.
Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles
YouTube TV may be the sports bundle, and then Disney’s earnings offer a framing to discuss how and why the bundle unraveled, and the best way to rebuild around streaming.
The Phoenix Suns Go Over-the-Air, Fans and Franchise Valuation, Attention and Customer Acquisition
The Phoenix Suns are skipping RSN’s and broadcasting games over the air; this is the smartest thing an NBA team has done since the Internet came around.
What the NBA Can Learn From Formula 1
Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating
Diamond Sports Misses Interest Payment, Bally’s Dire Situation, Negotiating Bankruptcy
Diamond Sports is on the verge of bankruptcy, thanks to a business that would be in trouble even without its crippling debt; what deal should the leagues strike with Diamond’s creditors?
An Interview with Matthew Ball About Disney, Streaming, and the Metaverse
An Interview with Matthew Ball Disney and Bob Iger’s return, the future of ESPN, Netflix’s resurgent position, and the trouble facing the rest of the TV industry. Plus, why the Metaverse isn’t here, and what Apple’s headset may look like.
An Interview with Michael Nathanson About Netflix and the Media Industry
An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
FTC Fines Epic, Netflix Ads, YouTube and the NFL
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 and the NBA, The Zaslav Doctrine
Warner Bros. Discovery is clearly still interested in the NBA, Twitter chatter notwithstanding; then, the Zaslav doctrine about content becomes clearer.
House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices
How much of the difference between HBO and Netflix is mindset? Plus, the Big Ten’s new deal, and Disney raises prices