Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
The upcoming renewal of NFL rights is a marker in what will be a decade of upheaval in TV.
More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
Disney’s investor day showed the power of differentiated IP and optionality.
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.
Dave Chappelle has a new special about his old show that includes fundamental lessons about how the Internet has changed the content business.
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
Quibi — and Shopify! — explain why TikTok is so successful. As always, though, the TikTok story is complicated by the Chinese connection.