Streaming
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Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
Netflix is considering selling other streaming services, and I think it’s a good idea; it’s also a let-down for Netflix’s original goals and potential pivots.
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Netflix Earnings, Is Netflix Washed?, Additional Notes
Netflix’s earnings were fine, and befitting a mature company whose most exciting days are likely behind them.
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Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works
The market hates Fox’s acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter.
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An Interview with Robert Fishman About the Current State of Hollywood
An interview with MoffettNathanson’s Robert Fishman about the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon.
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Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.
Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros.?
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An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.
An interview with Netflix co-CEO Greg Peters about engagement, competition, and the Warner Bros. acquisition.
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Netflix and the Hollywood End Game
Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.
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Netflix Earnings, KPop Demon Hunters and Netflix Hit Production
Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters’ success.
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F1 on Apple TV, Distribution as Differentiation, A Worthwhile Gamble
F1 is officially on Apple TV, and it’s both a worthwhile gamble on Apple’s distribution being a differentiator.