Tag: media strategy

Skip says that search isn’t disappearing, but the traditional search box is losing its role as the primary gateway to consumer intent. AI, recommendation engines, creator platforms, retailer apps, and streaming interfaces are turning search into an embedded concierge layer…

Kirby says media companies are overfocused on what audiences watch and underfocused on what they recommend. As discovery shifts to group chats, creators, social platforms, podcasts, and fan communities, viewers who persuade others to watch can create more value than…

Instagram’s TV push shows how media competition is shifting from format wars to attention wars. The winners in the Everything Era won’t defend TV, social, streaming, or gaming as separate lanes, they’ll use each format to build discovery, habit, engagement,…

Lionsgate remains one of the few studio assets buyers can still realistically underwrite because it has a focused studio operation, a deep library, production capacity, theatrical distribution, and recognizable franchises without a legacy cable network burden. Netflix’s reported interest and…

Streaming leverage is shifting toward companies that control discovery, identity, billing, ad infrastructure, measurement, and the customer relationship. Content still matters, but it’s becoming less powerful without demand control, especially as ad-supported plans, bundles, AI, creator platforms, and cross-platform IP…

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…

OpenAI shut down Sora and quickly acquired TBPN, signaling a shift away from high-cost consumer AI products toward owning low-cost, high-impact distribution. Sora failed due to unsustainable compute economics and lack of durable distribution, while TBPN offers a fixed, valuable…

From the Archives revisits Pivot, Participant Media's short-lived attempt to build a socially conscious cable network for millennials. Launched in 2013, Pivot aimed to disrupt linear TV with activist-driven content and digital features, but its reliance on traditional cable distribution…

The creator economy didn’t kill premium content, it redefined who gets to make it. Control over audience relationships, not production resources, now determines cultural relevance and monetization. Studios still matter, but they’ve lost the automatic authority to define premium.

Disney named Josh D’Amaro its next CEO, aligning leadership with a $60 billion investment in parks and experiences. His operational success in that division reflects Disney’s shift toward long-term, capital-intensive growth. Media remains key but now supports broader business goals,…