For the investing community, the Netflix content spend is one of the most talked about items with respect to the bull case and bear case for investing in Netflix stock (NFLX). But few truly understand the Netflix content spend, why it's important for the business, and what elements of the spend we should be truly monitoring. Let's try to fully breakdown the Netflix content … [Read more...] about Netflix content spend, explained
Disney's streaming strategy is perhaps one of the most talked about pivots and moves in recent years of all large American companies. There are many reasons for this. First, Disney is a beloved brand and owns many other beloved brands that touch consumers in many ways. Second, with the rise of Netflix and the decline of pay TV, Disney's response and strategy changes are … [Read more...] about 5 keys to Disney’s streaming strategy
As AT&T plans to launch its streaming service in 2020, the New York Times is reporting that the potential price of the service is proving to be quite a snag as the company attempts to put the details into place for its service. The source of the problem is HBO, which has seven million online customers. The premium cable network costs $15 a month — a price that’s … [Read more...] about AT&T faces many challenges ahead of its launch into streaming
One of the most rapidly growing trends across today’s consumer landscape is the growth of streaming video, and the Roku business model might be uniquely positioned to continue to take advantage of this trend. The number of people ditching traditional cable and other Pay TV services for streaming services is at all-time highs and compounding. A report on the cord cutting … [Read more...] about Is Roku’s business model ideal in the next era of streaming wars?
Perhaps no media brand has been beaten up by the press and by consumers in recent years more than ESPN. The poster child of the pay-TV model, ESPN has reaped massive carriage fees and delivered incredible profits to Disney in recent decades. Since, ESPN was the model for pay TV profit extraction, it also was a prime example of declining subscribers (and potentially revenues) as … [Read more...] about ESPN remains quite profitable for Disney
With tech behemoths like Amazon, Apple and Netflix investing billions into direct-to-consumer media businesses, the landscape for traditional media companies continues to shift at an ever-increasing pace. M&A activity (e.g. Disney/Fox, AT&T/Time Warner) continues to mark an industry facing major disruption by well funded, powerful new entrants. As reports surface of CBS … [Read more...] about CBS eyes Starz as media consolidation continues