Disney’s investor day showed the power of differentiated IP and optionality.
WarnerMedia to Stream Movies First Day, AT&T Versus HBO, Self-Disruption
WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.
Five Lessons From Dave Chappelle
Dave Chappelle has a new special about his old show that includes fundamental lessons about how the Internet has changed the content business.
Disney and Integrators Versus Aggregators
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
TikTok and Quibi, TikTok and Shopify, TikTok Complications
Quibi — and Shopify! — explain why TikTok is so successful. As always, though, the TikTok story is complicated by the Chinese connection.
HBO Max Launches, Amazon and Roku, Apple in 3rd
HBO Max is confusing because of negotiations with cable carriers, which is expected, and negotiations with OTT resellers, which perhaps was not. Then, is Apple making a move?
Disney Earnings, AMC Versus Universal, Businesses in the Middle
Disney’s earnings were predictably brutal, particularly for its Parks Division, which is the most important division when it comes to understanding Disney. Plus, AMC has nothing to lose.
Capability and Policy Revisited; Isolation and Surveillance; Netflix’s Earnings
Once tech companies have the capability to do what government’s tell them to, they are increasingly willing to comply; that is not a good sign for increased surveillance. Then, Netflix is cautious about its huge earnings.
The NBA and Microsoft, and An Interview with Adam Silver and Satya Nadella
Microsoft and the NBA are announcing a new partnership; then, an interview NBA Commissioner Adam Silver and Microsoft CEO Satya Nadella