Streaming Wars

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Is Disney Throwing Away Its Money Generating Machine? Thinking Critically About Deficit-Financed Business Units

(Welcome to my series on an โ€œIntelligence Preparation of the โ€œStreaming Warsโ€ Battlefieldโ€. Combining my experience as a former Army intelligence officer and streaming video strategy planner, Iโ€™m applying a military planning framework to the โ€œstreaming warsโ€ to explain where entertainment is right now, and where I think it is

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Netflix is a Broadcast Channel Part II

My most popular article of the year is clearly this buzzy headline titled, โ€œNetflix is a Broadcast Channelโ€ Why? Since Netflix is the sexy topic in entertainmentโ€”a titan of digital subscriptionsโ€”my article probably got some clicks because itโ€™s an โ€œaggressively moderateโ€ take on Netflix. (A lane Iโ€™ve decided to lean

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Netflix is a Broadcast Channel Part I

One of my big frustrations with the โ€œdebateโ€ over Netflix is how little we know. Thatโ€™s a gripe I share with a lot of folks.ย  One of my big frustrations with coverage of Netflix is how seldom folks try to step into the gap and estimate data points for Netflix.

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Rumors! Bob Iger and Apple TV+ Edition

Sometimes, you really donโ€™t need to overthink your weekly column. Thank you, Disney, and really Bob Iger, for making this easy. Most Important Story of the Week – Bob Iger Steps Down Bob Iger stepped down from his role as CEO of Disney on Tuesday, but will remain as the

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The Most Important Question of 2020

Welcome back to my weekly column. My attempt, usually, to select the story in the business of entertainment that will end up being the โ€œmost importantโ€ for leaders, strategists and companies. Not the story that is the most buzzy or interestingโ€”though it usually isโ€”but the story that will have true

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