Bobbing for Apple?  

Cord cutting, the streaming wars, content cost inflation, and advertising pressure continue to swirl under the weight of Wall Street stock declines that have put everyone in a bad mood. It’s not the kind of environment that typically lures rich retirees back into the stress-inducing pressure cooker of the modern content business. But on Sunday …

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The New (Fron)Tier  

Netflix this week finally pulled back the curtain on its previously announced plans to launch an ad-supported tier, and the details suggest that the streamer has opted to move fast. No dancing around the edges to iron out kinks and build the business slowly. First of all, Netflix has opted to get aggressive on price, …

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Shifting Sports  

It’s no secret that sports TV rights are slowly melting into the streaming universe as well-funded companies like Apple, Amazon, and Alphabet’s Google bid for everything from NFL’s Thursday Night Football to much larger prizes like the NFL Sunday Ticket package. But this week’s college football deal around the Big Ten illustrates why any migration …

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DTCs and Legacies  

The recent streaming turmoil raises big questions about where the direct-to-consumer business sits relative to a legacy TV business that remains  a cashflow cow, despite persistent cord cutting, rising inflation, and a looming recession. With Wall Street’s Netflix freakout infecting the entire sector in recent weeks, the benefits of the legacy video business become more …

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