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.
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’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.