Spotify’s earnings and video podcast announcements highlight the threat the company feels from YouTube. Plus, the company’s late shift to programmatic ads explains its podcast motivations.
Netflix’s Boxing Event, Customer Acquisition vs. Churn Mitigation, Accounting for Events
The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer acquisition and churn mitigation.
Google Earnings, YouTube Financials, AI Optimism
Google Cloud and YouTube subscriptions are helping drive growth; Google’s expanding revenue drivers will help the company thrive with AI.
Trump on Rogan, The Voters Decide, The Podcast Election
Podcasts have arrived as a major factor in the presidential election; being good on podcasts will be a prerequisite for candidates in the future.
Netflix Earnings, Netflix Maintenance, Netflix’s Venture Model
Netflix’s margin expansion highlight both its business model differentiation and also the advantage it has in maintaining its lead, thanks to getting to scale first.
An Interview with Eric Seufert About the Current State of Digital Advertising
An interview with Eric Seufert about the current state of digital advertising, including Google, TikTok, Meta, AppLovin, Unity, and Netflix, and how advertising will work with AI.
An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.
iPhone Pricing, DirecTV and Disney, Bars and Sports
Why I think Apple will raise iPhone prices, plus Disney is in another carriage dispute.
Intel Concerns, Fubo Blocks Venu
Intel Concerns, Fubo Blocks Venu
Olympic Ratings, Peacock’s Abundance, Comcast Earnings
The Olympics have sky-high ratings, and Peacock has delivered an amazing user experience; will that success ever manifest in meaningful profits for Comcast?