Jason Kilar on Hulu and content

The shift away from traditional subscriptions will quicken pace, driven by the proliferation of on-demand solutions across all areas of modern life. Categories like content consumption (Netflix, Spotify), Travel (Uber, Lime), and food delivery (Deliveroo, DoorDash) are creating an atmosphere on everything on our terms, at all times. These category-... See more

With prices like $5 / month or $8 / month for a commodity mobile platform, the concern is that pricing will soon shift to a “first year free” model or be entirely free, shifting the economic model to one that emphasizes broadcast advertising sales patterns. While this could bolster early acquisition, it degrades Hollywood’s trust in the platform. W... See more

Going direct-to-consumer also adds significant operating costs for traditional networks. These costs approximate the gross margin that traditional pay TV distributors retain, meaning there is little or no economic advantage in cutting out the middleman.