Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
Netflix’s earnings were not only bad on the surface, they were arguably worse than they appeared.
The obvious follow-up: Why Netflix Should Not Sell Ads. Plus, thoughts on Elon Musk’s investment in Twitter.
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.
Netflix’s earnings were disappointing because of the subscriber numbers, but does the company have a bigger concern in terms of long-term profitability?
It is fine to be excited about web3, but it doesn’t seem right to deny the real opportunities already afforded by the Internet. Plus, tying up loose ends on TV and sports.
The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.
The Internet has uniquely impacted regional sports networks, thanks to the reality of free distribution. Sports leagues will need to adapt.