Streaming
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Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles
YouTube TV may be the sports bundle, and then Disney’s earnings offer a framing to discuss how and why the bundle unraveled, and the best way to rebuild around streaming.
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Netflix Earnings, Netflix’s Movie Strategy, Accretive Ads
Netflix’s earnings show that its ad business is doing even better than expected, and that its movie release strategy is right to be different.
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What the NBA Can Learn From Formula 1
Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating
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Diamond Sports Misses Interest Payment, Bally’s Dire Situation, Negotiating Bankruptcy
Diamond Sports is on the verge of bankruptcy, thanks to a business that would be in trouble even without its crippling debt; what deal should the leagues strike with Diamond’s creditors?
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An Interview with Michael Nathanson About Netflix and the Media Industry
An interview with MoffettNathanson’s Michael Nathanson about Netflix, the broader media industry, sports, and tech.
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Netflix’s New Chapter
Netflix waited out Blockbuster with better economics, and it’s seeking to do the same with its competitors today; the key to the company’s differentiation, though, is increasingly creativity, not execution.
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FTC Fines Epic, Netflix Ads, YouTube and the NFL
Epic’s FTC settlement is a reminder about the value of the App Store. Then, Netflix’s ad weakness is disappointing but not surprising, while the YouTube/NFL deal could have been worse for cable companies and other leagues.