Tag: Netflix

Episodic Television Is the Key to Winning the Streaming Wars

Episodic Television Is the Key to Winning the Streaming Wars

Episodic TV carries a superior risk/reward compared to feature films. The streaming wars featuring Disney (tkr: DIS), Netflix (tkr: NFLX), Apple (tkr: AAPL), Amazon (tkr: AMZN), AT&T (tkr: T), and others will be won by the content producers that capture the most subscribers over a measurable period of time. Questions that content producers must answer … Continue reading Episodic Television Is the Key to Winning the Streaming Wars

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The Long Tail Will Differentiate You

The Long Tail Will Differentiate You

We are working on a project that has me thinking about the "long tail". For those who took Statistics you may recall that the long tail is the portion of the distribution where occurrences appear far away from the distribution's center. A long tail business strategy is one where the service provider makes hard to … Continue reading The Long Tail Will Differentiate You

Disney – New King of the Jungle?

Disney – New King of the Jungle?

Disney May Be the New King of the Content Jungle. Disney+ Coming to A Screen Near You in November. We've previously written in these pages that "Content Is King". Similarly, back in 2017 we posited that "Netflix Loses in A Disney Fox Deal". Disney - owner of the world's best content library - was in … Continue reading Disney – New King of the Jungle?

Apple’s Strategy – The Good, The Bad & The Retro<span class="badge-status" style="background:red">Premium</span> 

Apple’s Strategy – The Good, The Bad & The RetroPremium 

When speaking or writing about Apple we have spent much of the past 18 months beating up on the iPhone. Yesterday's "Apple Event" didn't engender confidence in the firm's content strategy. Anchored by a curated, walled garden approach, Apple's strategy seems mired in the early 2000's at a time when young people have migrated to … Continue reading Apple’s Strategy – The Good, The Bad & The RetroPremium 

Content Wars & Investing for Tomorrow

Content Wars & Investing for Tomorrow

Not Apples to Apples but the Below Tells A Story.. YouTube (GOOG): More than 1.9 billion logged-in YouTubers each month. 200 million+ logged-in users watch people play games on YouTube each day. (YouTube/Stadia has one foot in today and one in tomorrow with traditional content and video games on the platform). Netflix (NFLX): 139 million … Continue reading Content Wars & Investing for Tomorrow

Google “Stadia” – Cloud Gaming’s New Giant

Google “Stadia” – Cloud Gaming’s New Giant

Last week we wrote about autonomous video games where visual elements of video games are self-created via machine learning. This week's news is equally inspiring whereby Google announced its massively-scaled cloud gaming entry "Stadia" which perhaps only Google could pull off. See our "Key Takeaways" and more below. KEY TAKEAWAYS:Revenue model and pricing were not … Continue reading Google “Stadia” – Cloud Gaming’s New Giant

Apple’s New Video Service – How Many Subscription Services Can We Eat?

Apple’s New Video Service – How Many Subscription Services Can We Eat?

Will we subscribe to Apple’s forthcoming subscription video on demand (“SVOD”) service simply because it’s Apple? Apple plans to release various service bundles later this year that will contain video and news content. For purposes of this discussion let's focus on video content where the name of the SVOD game is "content quality". At launch, … Continue reading Apple’s New Video Service – How Many Subscription Services Can We Eat?

Scale Matters in Tech

Scale Matters in Tech

Scale matters in Tech. This has never been more true as businesses increasingly go global. Consider Netflix's $13 billion content investment in 2018. Amazon and its Borg-like Prime service is also a significant content player. To round out the “Big 3”, consider Disney and its ESPN+ SVOD (“subscription video on demand”) service as well as Disney’s … Continue reading Scale Matters in Tech