Month: August 2018

Why Customers Love (Some) Subscriptions with Charts and MoviePass

To put it simply—why not just answer the question in the title early for once?—customers love (some) subscriptions because the consumer surplus is tremendous! Yesterday’s post really captured why customer hate some companies, so let’s explain the few times when customers love subscriptions. Let’s be clear: in the digital age, when a company decides to ...

Subscription Business Models Explained: Why Investors Love Them and Customers Hate Them

Here’s a list of companies. Think about how you feel about them: Netflix. Spotify. Dollar Shave Club. Here’s another list of companies. Think about how you feel about them: Comcast. Spectrum (formerly Time Warner Cable). Verizon. AT&T. Sprint. My guess is you love the first set of companies; you hate the second. What links them? ...

Theme 2: It’s not Value Capture, it’s Value Creation

Last time I wrote about the “themes” of this blog, I waxed poetically about making decisions. I loved this point I made near the end: “Salary in an organization is determined by the value of the decisions you make. If you’re decision is, ‘Do I empty this trash can?’, you get paid the salary of ...

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Most Important Story of the Week and Other Good Reads – 24 August 2018

Reflecting on the links I collected for “the most important story of the week”, what stuck out to me is that, well, it seems like political news can crowd out even entertainment stories. Digging a little deeper, I still think we found a pretty fun story. The Most Important Story of the Week – AMC, ...

Be-Twitch-ed: How On The Media Repeated a Bad Statistic and What We Can Learn From It

My favorite Chuck Klosterman rant is in his book Sex, Drugs and Cocoa Puffs about the phrase “apples to oranges”. In short, is anything actually more similar than apples and oranges? How is that a synonym for difference? He finishes his rant with the line, “in every meaningful way, they’re virtually identical”. He’s right. It’s ...

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Most Important Story of the Week and Other Good Reads – 17 August 2018

For some reason, last week seemed like it started with a lot of news. But then as the week went on, I saw more popular news stories than impact news stories. And I went so far down an Oscar rabbit hole that this post got delayed until today. The Most Important Story of the Week ...

Putting Numbers to the Oscar Best Picture and “Popular” Film

If you want to know why I started this website, just take a look at the furor unleashed on the Academy of Motion Pictures Arts and Sciences when it announced (via Twitter!) that it would add a new category called “Achievement in Popular Film”. First came the questions: “How would this even work? By box ...

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Debunking the M&A Tidal Wave: Part V – Other Thoughts That Didn’t Make It In

Was I too strong in calling this series, “Debunking the M&A Tidal Wave in Media and Entertainment?” I don’t think so. I want emphasize the “think” in that previous sentences. I’ve thought about this a lot. I mean, asked myself many, many, many times, “Wait, are you sure there won’t be a tidal wave surge ...

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Most Important Story of the Week and Other Good Reads – 10 August 2018

I love it when the “most important story” ties directly into the topic I’ve been writing about a lot since July: “mergers & acquisitions in media and entertainment”. Call this the “Updating Your Priors” edition of my most important story. Most Important Story of the Week: An M&A Tidal Wave…Stalled The great thing about the ...