An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.
Warner Bros. Discovery
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 Earnings, Disney and Linear TV, Disney+ Ads
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’s Last Laugh
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
Why Netflix Should Sell Ads
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
The Creator Opportunity, The Value of Abundance, TV and Sports Follow-up
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.
Formula 1 and Netflix, Netflix and Sports, YouTube TV vs. ESPN
The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.
MLB Versus Sinclair, What Happened to Sinclair, The Problem for Sports Leagues
The Internet has uniquely impacted regional sports networks, thanks to the reality of free distribution. Sports leagues will need to adapt.
Disney Earnings, ESPN and Disney’s Streaming Strategy, Flexibility and Residuals
Disney’s results suggest the company should stay the course with its current streaming strategy; however, the way it funds movies may have to change.
Olympic Ratings, Google Earnings, YouTube and Brand Advertising
Google’s results were even better than the rest of the industry, thanks to YouTube.