Streaming
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Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment
Bob Chapek’s tactics were downstream from Bob Iger’s strategy: if the strategy was the problem, then Disney is in trouble.
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Warner Bros. Discovery and the NBA, The Zaslav Doctrine
Warner Bros. Discovery is clearly still interested in the NBA, Twitter chatter notwithstanding; then, the Zaslav doctrine about content becomes clearer.
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Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier
Netflix’s numbers were up, and so were the mood of its executives, who are back to being bullish about Netflix’s growth opportunities and competitive position.
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House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices
How much of the difference between HBO and Netflix is mindset? Plus, the Big Ten’s new deal, and Disney raises prices
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Netflix Earnings, Microsoft and Netflix’s Ad Deal
Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner
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Big Ten Blame
The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation
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Aggregation Follow-up, Netflix’s Ad Partners
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
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Spotify, Netflix, and Aggregation
The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix