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.
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
It is fine to be excited about web3, but it doesn’t seem right to deny the real opportunities already afforded by the Internet. Plus, tying up loose ends on TV and sports.