Linear
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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
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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.
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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.
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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.
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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.
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Olympic Ratings, Google Earnings, YouTube and Brand Advertising
Google’s results were even better than the rest of the industry, thanks to YouTube.
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Distribution and Demand
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
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AT&T’s Original Bad Deal, Discovery + WarnerMedia, The Streaming Landscape
AT&T bails on its streaming ambitions; they can’t undo the mistake of buying Time Warner, but merging WarnerMedia with Discovery is a nice recovery.
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The NFL’s New Rights Deals, Amazon’s Rumored Deal, Post-Pandemic Sports
The upcoming renewal of NFL rights is a marker in what will be a decade of upheaval in TV.
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Disney’s Investor Day, Disney+ as Harvester, Disney’s Optionality
Disney’s investor day showed the power of differentiated IP and optionality.