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…
Ask Skip breaks down why brands are acting like content companies, arguing it's less about strategy and more about surviving in a fight for attention. With limited screen time and endless noise, content is the cheapest way to stay culturally…
Netflix will relaunch a new mobile app later this year focused on short-form video and vertical feeds to drive more daily engagement. The update’s designed to increase how often users open the app by introducing swipeable clips from shows, films,…
Netflix named KPop Demon Hunters its most-watched title ever over a six-month period, generating 482M views in H2 2025. That figure does not include its first 10 days of streaming. The streamer also logged 96B total hours viewed during that…
Netflix beat Q4 expectations on revenue and earnings, but the stock dipped due to cautious Q1 guidance. Wall Street's reaction missed the bigger picture: Netflix's real strength lies in retention, not subscriber growth. With industry-leading churn under 2%, Netflix's content…
Disney's repositioning its Princess brand from a kids' toy powerhouse into a multi-generational lifestyle franchise targeting higher-margin categories like luxury fashion, fine jewelry, beauty, and premium experiences. Strategic collaborations with Viktor&Rolf and Pandora highlight a deliberate shift toward pricing power…
Netflix has revised its $72 billion offer for Warner Bros. Discovery, shifting to an all-cash bid of $27.75 per share for the studio and HBO Max, dropping its previous cash-and-stock structure. The move aims to streamline shareholder approval, reduce volatility,…