Streaming Wars
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Streaming Wars
The Flaws of "Subscription Fatigue", "SVOD Fatigue", and the "Streaming Wars" — MatthewBall.co
Matthew Ballmatthewball.vc
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🧵
The Rule of Threes: The subscription economy from a consumer’s perspective
SparrowAdviserssparrowone.substack.com
Screening Room
screeningroom.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 tol... See more
@netflix DON'T MESS THIS UP!
You have one of the most unique opportunities to execute monetization on a global content platform ever.
DON'T TAKE A GENERIC ADS APPROACH!!!
My brain on how to think about ads from a customer and product first approach on Netflix. ... 🧵
