Netflix, price discrimination, and the Goldilocks zone Hiroo Onoda was an intelligence officer in the Japanese Imperial Army stationed in the Philippines during World War 2. Onodo… January 31, 2024
Podcast: Exploring the CTV advertising opportunity (with Peter Hamilton) https://open.spotify.com/episode/1IUXYK0MVMXEJasv0QEQFL?si=2421042498c64799 In this episode of the Mobile Dev Memo podcast, I speak with Peter Hamilton, the Senior Director of Ad… November 22, 2023
Can Disney be a gaming company again? Bloomberg reports that Disney may be considering a return to the games publishing business, possibly through a major acquisition. From… October 18, 2023
Amazon’s introduction of advertising to Prime Video Last week, Amazon announced that it will introduce advertising to its Prime Video streaming service. From its press release: To… September 25, 2023
The great streaming squeeze Earlier this month, Disney announced two important and impending changes to its Disney+ and Hulu streaming services: Starting on October… August 30, 2023
Netflix Q2 earnings: password-crackdown subscriber bump, revenue miss and ARPU decline Netflix announced its Q2 2023 earnings results yesterday: $8.2BN in revenue (up 2.7%, year-over-year) and operating profit of $1.8B for… July 20, 2023
Netflix’s password-sharing crackdown calculus Is Netflix's password crackdown a cynical cash grab? Surely it is -- and to the same extent as any revenue-accretive… June 26, 2023
Considering Netflix’s 5MM ad-supported MAU Netflix held its advertising upfront presentation to advertisers yesterday (the event was delivered virtually as a result of the WGA… May 19, 2023
Netflix Q1 earnings: sequential ARPU decline in UCAN, ad economics strong Netflix announced Q1 2023 earnings yesterday: the company's results were mixed, with subscriber growth of 1.75MM and revenue of $8.16BN… April 19, 2023
Netflix, Disney+, and the ad-supported streaming calculus Netflix introduced its ad-supported subscription tier in November of last year. Consumer response was tepid: Bloomberg reports, per leaked data,… April 5, 2023
