Streaming Wars

Goldman Sachs’ latest Music In The Air report is forecasting that the “superfan” market could be worth $4.3bn globally next year. The subtext here is that this needs to become a priority focus for the music business as recorded music revenues actually fell short of Goldman Sachs’ expectations in 2024, causing it to downgrade its forecasts for this... See more

Walt Disney Co. just surpassed Netflix in total streaming subs (221.1m vs. 220.7m). And it did so in less than 3 years since launching Disney+. How? By combining great content with a technology it acquired from the MLB (yes, Major League Baseball) for $2.6B. Here’s the story🧵