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This is why streaming Netflix, Disney Plus, and HBO Max keeps getting more expensive
Emma Roththeverge.com/cdn.vox-cdn.com/uploads/chorus_asset/file/23923974/acastro_STK072_04.jpg)
where a teenager's TikTok can tank a stock faster than a Goldman Sachs downgrade.
Zoe Scaman • The Synthesised Strategist
China Tech Crackdown: Communist Party Policy Changes Behind $1 Trillion Selloff - Bloomberg
bloomberg.combloomberg.com
Symphony’s challenge currently is squeezing revenue out of its customers. It overtook Bloomberg’s 332,000 user count in 2018. But it charges US$24,000 for up to 100 seats, rather than the US$24,000 Bloomberg charges for one. Also, its network tends to be more internal than Bloomberg’s, with as many banks on it but fewer of their clients. Last year ... See more
Marc Rubinstein • Disrupting Bloomberg
That meant there were three strategies available to media companies looking to survive on the Internet. First, cater to Google. This meant a heavy emphasis on both speed and SEO, and an investment in anticipating and creating content to answer consumer questions. Or you could cater to Facebook, which meant a heavy emphasis on click-bait and human i... See more
stratechery.com • Never-Ending Niches
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