Netflix’s earnings are a reminder of the power that comes from not just aggregation but also integration. It also reveals that Aggregators are more likely to gain economic power when suppliers are already modularized. Plus, Netflix and Comcast start to build the new bundle.
When it comes to struggling companies like Snap, bullishness is all relative — and there’s a big red flag in their earnings. Then, John Perry Barlow passed away: his influence was immense, even on surprising entities like Disney.
Fixing the conclusion of Amazon Go and the Future, and why I don’t think Amazon Go’s technology is a primitive. Then, Netflix continues to be an aggregator, and other notes from the company’s earnings.
Disney’s rumored acquisition of 21st Century Fox is all about competing with Netflix; whether or not that is a good thing depends on your frame of reference.
Disney may buy portions of 21st Century Fox; it is a deal that makes a lot of sense for both sides, particularly when you consider how the industry has been fundamentally changed.
Netflix had another great set of earnings that highlight the company’s sustainable differentiation. The company’s ability to raise prices does the same, as well as its clearly disruptive role.
Roku’s origin story explain Netflix’s strategic acumen — which, by extension, explains why Roku is a risky bet. Then, Roku explains “weak” aggregators, that aren’t really aggregators at all.
The iPhone 8 price raise was unexpected and a reminder of how much Apple values margin. Then, the cellular Apple Watch was the real glimpse of the future, and why no one should be surprised Disney didn’t make a deal with Apple.
Amazon Studios is shifting its strategy, which rationalizes Prime Video; the big winner is Netflix. Then, Spotify makes a smart move with Hulu, while Facebook is resorting to brute force in video.
Disney is making big changes — finally. What will be fascinating to watch is if the company is willing to fully embrace the Internet and its own brand and become an aggregator.