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reed hastings ted sarandos
Julia Alexander April 24, 2024
Yes, yes, Netflix’s earnings knocked it out of the park and entirely reversed a narrative from a few years ago. But can Peters and Sarandos convince Wall Street to view it more like Apple than Disney, by focusing on engagement rather than subscriber counts? And wouldn’t it be nice if Madison Avenue played along, too.
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Julia Alexander April 16, 2024
How many streamers is too many? This quarter’s earnings season may finally hold the magical clue.
Julia Alexander April 9, 2024
A strategic assessment of HBO one year after its name was stricken from the title of Warner Bros. Discovery’s streaming service, and two years after it was bundled with ‘Dr. Pimple Popper’ and ‘90 Day Fiancé’: What’s working, what’s broken, and what’s next.
bob iger
Julia Alexander April 2, 2024
At the core of the current Disney proxy war is a battle to control the company’s streaming business. Herewith, a level-headed evaluation of the mistakes made, the lessons in success, and the most profitable path forward.


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Julia Alexander March 29, 2024
The jury is still out on the durability of free, ad-supported streamers. But Tubi seems to have found a foothold by leaning into how younger viewers actually consume TV: as something to put on in the background while they watch other screens.
love is blind
Julia Alexander March 19, 2024
If we project current trends out four years, Netflix could account for nearly half of all major SVOD revenue globally. Are Max and Disney’s content licensing strategies paving the way?
netflix slam
Julia Alexander March 12, 2024
Rival executives have characterized the streamer’s recent live events as a sign of desperation—or simply P.R. stunts to jumpstart its ad revenue efforts. But this critique underestimates the Sarandos strategy and its ultimate ambition.
dan lin
Julia Alexander March 6, 2024
New film boss Dan Lin is about to make a fraction of the movies produced by his predecessor, Scott Stuber. So how can he optimize the value at that sort of yield? And what’s he going to make?


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Julia Alexander February 28, 2024
The first real signs of streaming consolidation are upon us. Five niche players, in particular, seem most vulnerable to the next wave.
brian roberts
Julia Alexander February 20, 2024
NBCU’s once forlorn streamer is having a real moment, thanks to the NFL and a couple new hits. But if the service truly wants to survive the streaming wars, it should drop its pretensions of prestige and embrace full Bravo-ization.
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