Big Media Isn't Ready to Fight Back (Netflix Misunderstandings, Pt. 5)
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.
Fortnite Is the Future, but Probably Not for the Reasons You Think
Much has been said about Fortnite’s revenue, users, business model, origin and availability. But these narratives are overhyped. What matters most is instead how these achievements will enable Epic Games and Fortnite to create something truly revolutionary.
How the Paradox of the Term ‘Original Series’ Explains the Video Industry (Netflix Misunderstandings, Pt. 4)
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.
The Artificial Fantasy of Virtual Pay-TV
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.
Why HBO Needs to Grow (The Future of HBO, Pt. I)
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.
A Six Point Plan for HBO (The Future of HBO, Pt. II)
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 Isn’t Being Reckless, It’s Just Playing a Game No One Else Dares (Netflix Misunderstandings, Pt. 3)
Netflix may be playing a dangerous game, but it's not doing so recklessly. To the winner, goes untold spoils.
'Star Wars' Fatigue Is a Myth (but Disney’s Mistakes Were Real, Costly and Avoidable)
Following the financial failure of "Solo," many are screaming of “Star Wars" fatigue. But it’s more likely we're seeing the accrued costs of avoidable mistakes stemming from Disney’s prioritization of timelines over creative vision.
16 Years Late, $13B Short, but Optimistic: Where Growth Will Take the Music Biz
Sixteen years after the music industry's peak, revenues have returned to growth. But the core problems of streaming service profitability and minuscule artist royalties persist. There is cause for optimism, but transformation is needed. Enter, Spotify Records and Apple Music Groups?
Disney, Economic Gravity, and Vibranium Physics
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 Is a Product & Technology Company (Netflix Misunderstandings, Pt. 2)
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.
Prime, Apple Prime: What's Next for Apple and What Does Video Have to Do With It?
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's Content Budget Is Bigger Than It Seems (Netflix Misunderstandings, Pt. 1)
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.
Disney as a Service (Pt. II) and the Future of the 'House of Mouse'
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.
Disney as a Service: Why Disney is Closer than Ever to Walt’s 60 Year Old Vision
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'.
Why The Next Sports Empire Will Be Built On Esports
The debate about the validity of eSports as sports misses the point. Like it or not, eSports have millions of passionate viewers and their momentum can no longer be ignored. Given its unique economics, a network looking to build a sports empire need look no further.