TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Tag: Star Wars

    • The Best CEOs Are Willing To Break With Tradition

      COVID-19 is forcing people, companies and economies to adapt. Many companies have recalibrated their business models to better compete in this new COVID reality. We have yet to see one of America’s great export industries – Hollywood – evolve to better capitalize on the current reality. Back in October 2019 we wrote that the future…

    • Apple TV+

      We believe there is significant opportunity cost to Apple TV+. Admittedly it is difficult to quantify. Apple is transitioning from a transaction revenue model (iPhone and related device sales) to a hybrid revenue model as services such as Apple TV+ introduce a recurring revenue element. We like recurring revenue. By definition recurring revenue is predictable…

    • 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…

    • 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…