Three decades in and a lot of bucks spent, OTT competition has clarified. Though not in ways that were expected.

The most enduring argument for Netflix's eventual fall isn't about content rights or competition, but of balance sheets and downturns. And it was valid. Was.

A small number of companies will win the streaming “battle royale,” says former Amazon Studios strategist Matthew Ball. Amazon is “guaranteed” to be one of them, he says.

Netflix has faced many challengers over the past decade, but growth hasn't slowed. Many more are about to come. But the effects are likely to be neutral at worst.

Distributors of content tend to be evaluated on the basis of their content. But focusing on Netflix's "quality" is a mistake. Not only does the notion barely exist, it mistakes Netflix's "job to be done."

What's exciting about OTT video isn't the way it's delivered, but how it will change content itself.

Disney may be entering the SVOD market late and without much of its best content, but Disney+ is going to thrive. And while some of the reasons are evident, most remain overlooked or misunderstood.

2019 is supposed to be the year Big Media comes after Netflix and the OTT SVOD opportunity. It isn't. And that's great news for Netflix.

Not all 'Original Series' deserve the label they're given. The reasons why may seem academic, but they tell you a lot about what that network does, why and how they compare.

A lot of hope is being put into internet-based pay-TV services such as SlingTV and DirecTV Now. But to survive, these services will need to prove four things. And they're currently 0-4.

HBO is one of the most successful media brands in history. But like all businesses, it will still need to change and grow if it wants to remain king. Over-the-top distribution means far more than just changing screens.

To continue to win, HBO needs to grow – but it doesn't need to sacrifice its identity. There can be a bigger and stronger version of the HBO we love today. Here's how.

Netflix may be playing a dangerous game, but it's not doing so recklessly. To the winner, goes untold spoils.

Disney's films have become so successful they're now the company's greatest competition. But George Lucas and Stan Lee know the answer: building your own universe.

Netflix's product expertise is at the heart of everything it does, including why and how it makes its original content. This culture is easily overlooked, but doing so can be fatal. Netflix is as much a tech and product company as Facebook, Google or Amazon.

It's been a year since Apple made its first original video hires and released its first original series, yet the company's strategy remains opaque and confusing. The most likely answer is one that will lead the company to reinvent not another device category, but itself.

Netflix spends a lot more than you probably think. And the why and how is critical to understanding its future, competitive positioning and internal conviction.

In announcing its own streaming service, Disney took a crucial first step in course correcting video service strategy and advancing Walt’s own vision for his storied company. But few details were provided, including what the service will look like, how it’ll be priced and sold, and who will buy it. Here’s what we'd guess, and how we think the service will transform both Disney and the industry overall.

To many, Disney has become the posterchild for poor licensing decisions in the digital era. Four years ago, the company sold exclusive digital rights to nearly the entire Disney catalog through the end of the decade. As a result, critics argue, Disney can do little to adapt to the OTT and D2C era – and enabled Netflix to build its own digital empire. But by focusing on Disney’s inflexibilities, this narrative overlooks the nuances of the company’s digital content strategy. Not only is Disney's future bright, it's closer than ever to fulfilling Walt's own vision for the storied 'House of Mouse'.