Streaming Wars
sari and
Streaming Wars
Netflix and the Conservation of Attractive Profits - Stratechery by Ben Thompson
stratechery.comstratechery.com
In many instances, companies have leveraged structural advantages to achieve seemingly unassailable positions in their relative markets. Streaming services that host user-generated content (UGC) have significant advantages over other services due to copyright ‘safe harbours’, which has led to the dominance of services like YouTube. We have been... See more
Big Ideas 2020
research.ark-invest.comIn a stunning rebuke of traditional GOP deregulatory instincts, the Senate voted 99–1 to kill the measure. For the first time in decades, conservative priorities placed local cultural guardianship over the absolute freedom to innovate. That vote showed just how unsteady the old coalitions have become, and how powerful the populist realignment... See more
This occurs across a competitive backdrop in the industry that has seen increased M&A activity, be that major labels acquiring indie labels and distributors, or catalogue acquisition. Heritage rights retain a premium, and market share is being bought, arguably, at the cost of investment in new, innovative music. Independent labels talk of it... See more
Dan Fowler • Combating the Emergence of a Two-Tier Music Streaming Market: Analysis and recommendations to support a future industry of innovation, inclusivity, and sustainable growth
Crowdmix
crowdmix.me
The major labels are finally facing a crucial reality: Independent music's market share keeps climbing, and controlling the infrastructure behind it is becoming as vital as owning rights.
Universal Music Group's Virgin Music Group led this charge in 2024 — snapping up Downtown Music Holdings in a $775M power move (pending regulatory approval), as... See more
Universal Music Group's Virgin Music Group led this charge in 2024 — snapping up Downtown Music Holdings in a $775M power move (pending regulatory approval), as... See more