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
Disney plans to acquire 21st Century Fox in order to create scale for its OTT Netflix competitor. We previously wrote about the deal announcement here. Post close, the content streaming game is effectively a two-horse race between Netflix and Disney. Game over you say? Au contraire - the game has just begun! No, we're not … Continue reading The Content Game Has Just Begun!