Streaming

Netflix, Disney, and the business of streaming.

Subscriptions & pricing

IdeaHit

Netflix's Easiest Lever: End Password Sharing

They didn’t care in the past because password sharing introduced new customers to the beauty of Netflix and non-linear television! They’d rather you...

Netflix
IdeaPartial

Netflix and Amazon should consider a 'grandparents' streaming plan.

In the midst of COVID, senior citizens and older folk are unfortunately at high risk. So (on avg and as much as possible), they're trying to stay...

NetflixAmazon
Essay

The Real Secret to Amazon, Netflix, and Spotify's Success

To clear any misconceptions, this stream isn’t about some covert Tech perk like nap-pods or on-campus bikes that exponentially increase productivity amongst employees. I’m going to be...

AmazonNetflixSpotify

Studios & distribution

EssayHit

How Disney Broke Cable TV... and Netflix?

In December of last year (still feels weird saying that), Disney announced its intent to acquire 21st Century Fox. Before I go on to explain why movie theaters are royally screwed by this...

DisneyNetflixFox
EssayHit

The Real Reason Disney Is Spending $70 Billion

What can you buy for $70 Billion? It’s not a rhetorical question. Let’s delicately walk through what you could theoretically purchase with Mark Zuckerberg’s net worth:

DisneyFoxNetflix
EssayMiss

Disney Should Open Up Movie Theaters

I know what you’re thinking - why would the general public pay a ridiculous $8.97 (the average movie ticket price for 2017), to just watch Mickey Mouse. Well, the reality is - in 2 years...

DisneyNetflix
Idea

Skipping a Wide Release for Glass Onion May Have Cost Netflix $100–150M in Profit

A 2023 streaming-strategy note: back-of-envelope math on Knives Out's box-office economics suggests a wide theatrical release for Glass Onion could have added $100–150M in profit.

Netflix
Idea

Comcast's Free Box Is an Ad for Amazon

So they started offering a free streaming box (where you can watch netflix/youtube etc.) that unfortunately ended up being an amzing advertisement...

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