Business

Entertainment’s next power shift will come from control of demand, not content production. As creation gets cheaper and supply expands, leverage will move toward companies that own discovery, customer relationships, monetization, and trust. Content still matters, but attention, data, and…

Comcast’s £5 billion Universal UK Resort bet may look like a theme park investment, but it’s really a bigger signal about where media value is moving. As streaming gets more crowded, broadband slows, and pay TV keeps shrinking, Comcast’s using…

Skip explains why ad tech keeps selling simplicity while profiting from complexity, especially in CTV where buyers face fragmented supply chains, inconsistent measurement, duplicated reach, and too many dashboards. He makes the case that complexity protects vendor margins and dilutes…

Rebecca shows that streaming companies can’t keep treating operations as a downstream function of technology strategy. She lays out how hypergrowth challengers, post-merger companies, and legacy media giants all hit the same wall: AI and automation only work when metadata,…

YouTube's addition of Fox One and Peacock to Primetime Channels highlights a larger shift in the streaming industry, where control over discovery, subscriptions, billing, and consumer relationships is becoming more valuable than owning content alone. As consumers increasingly begin their…

Streaming’s biggest constraint isn’t content supply, it’s attention. IMAX, Netflix, Spotify, Disney, Roku, FAST, bundles, and AI all point to the same business reality: urgency drives the first action, habit drives return visits, and the customer relationship determines who captures…

Kirby reframes IMAX’s potential sale around something far more valuable than screens: the power to make audiences care enough to leave the house. IMAX has turned premium theatrical into a status signal, giving studios a format that can add urgency,…

From the Archives revisits how Rhapsody launched the subscription streaming model years before consumers, devices, and infrastructure were ready to support it at scale. The piece argues that while Spotify eventually dominated the category, Rhapsody helped establish the core mechanics…

Amazon MGM Studios and AWS have launched a GenAI Creators’ Fund alongside Project Nara, an internal AI production platform that supports video generation, editing, workflow management, and collaboration across productions. The move positions Amazon as one of the first major…

Spotify is adding more than 650 narrated magazine articles from publishers including Rolling Stone, The Atlantic, and Variety as part of its push to expand beyond music and podcasts into a broader spoken-word ecosystem. The move strengthens Spotify’s engagement strategy…