Rebecca Avery of Integration Therapy spotlights how streaming companies are undermining their own agility by cutting middle management in the name of efficiency. As the industry faces mounting complexity, gutting the very layer that translates strategy, coordinates teams, and builds…

Skip contends that flattening teams doesn’t make companies faster, it just creates more chaos. Cutting middle managers means more problems land on top leaders, slowing everything down. Real speed comes from strong structure, not fewer people.

Streaming economics are shifting from content-driven strategies to control over systems like discovery, access, and monetization. With rising marginal costs in areas like cloud gaming and AI, ads are reappearing at points of access rather than within core experiences. Discovery…

Microsoft is testing an ad-supported tier of Xbox Cloud Gaming that lets users play short sessions in exchange for pre-roll ads. This model addresses the high marginal costs of cloud gaming by using advertising to fund access, creating a free…

Paramount Global has extended its hostile tender offer for Warner Bros. Discovery to February 20, buying time to rally shareholder support and counter Netflix’s competing bid. Paramount’s all-cash offer contrasts with Netflix’s partial acquisition, which would leave a legacy Discovery…

Spotify is launching Prompted Playlist, a new AI-driven tool that lets Premium users in the U.S. and Canada actively shape music discovery through detailed prompts and scheduled refreshes. The feature shifts discovery from passive recommendation to user-directed curation, adding transparency…

Kirby argues the industry’s still misallocating capital by prioritizing content ownership over discovery. In an era where attention is won through algorithmic feeds and interfaces, control over distribution mechanics matters more than who funded the content.

Samsung TV Plus says it hit 100 million monthly active users, but MAU is a weak metric. It measures app interactions, not actual viewing or ad impact. With auto-launch behavior baked into Samsung TVs, the number reflects distribution more than…

Amazon's revamping its retail infrastructure to compete with Walmart by targeting grocery shopping habits, not just logistics. Groceries are the most frequent purchase in consumer behavior, and Walmart's strength lies in owning that routine with its dense store network. Amazon’s…

Netflix and Warner Bros. Discovery clarified in a 519-page proxy filing that AEW will remain with Discovery Global. HBO Max, which currently streams AEW, will go to Netflix. AEW’s programming is expected to shift to Turner Sports’ upcoming streaming app…