How Netflix Wins the Sports Media Bidding Wars Without Participating

While some leagues are more diversified than the NFL, the major predicament faced by traditional sports leagues is the same: big media pays for big sports because of big advertising. Big advertising in 2020 has more places to put it's money than ever before, and American consumers are increasingly spending their entertainment time with streaming se... See more

Disney didn’t need a direct-to-consumer SVOD service to successfully tell stories and build love for them; it has always been disintermediated and thrived all the same... Disney+ offers important comparatives advantages to this “easy money”. By bringing all of its franchises and titles together into a single platform, Disney can better tell its sto... See more

There is a lot of excitement about traditional TV companies transitioning to streaming, but an unavoidable conclusion is that the streaming business is structurally much less profitable than traditional TV.

Thus, as the cable-tv-dominated status quo crumbles, pro sports will develop a new playbook, centered around better telling player stories. Players will also have more opportunity to tell and sell these stories themselves, direct-to-consumer:

When you think about it that way — that Netflix isn’t so much a network as they are a type of marketplace in which consumers can give their attention to creators — it becomes apparent that Netflix isn’t that far off from Uber or Airbnb or any of the other market-makers that are transforming industry-after-industry. Netflix: 1.  Is an infinitel... See more

In the battle for capital right now, the brands and intangibles and user bases and networks are winning by a landslide against the things that used to be important. And the companies that are rich in those old fashioned things, like Walmart, Disney and McDonalds, are spending all of their time and attention to transform themselves into the spitting... See more

Over the last twenty years, Netflix has evolved from a DVD e-commerce site to a worldwide Internet TV company. The dance between product, marketing, and consumers continues as teams work to define and deliver both a brand and a product that delight customers in hard-to-copy, margin-enhancing ways. Today, Netflix is a world-class company with a dist... See more

The gaming industry reaches a point at which even adjacent markets suffer from this growth. Indeed, Netflix thinks ‘Fortnite” is a bigger threat than a direct competitor like HBO. The video games industry is silently taking over the entertainment world.