Netflix’s subscriber numbers were disappointing; does the company have a customer acquisition cost problem? Then again, customer acquisition costs should include content, which might not have been good enough.
Uber is investing in Lime along with Google: is the real competition between Uber and Google Maps? Then, AT&T is considering big changes for HBO — or are they?
The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.
Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.
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.