Tag: streaming wars

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…

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…

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,…

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…

Sony Pictures Television’s acquisition of 32 Flavors gives the studio control of one of reality TV’s most durable franchise producers, including “Vanderpump Rules” and multiple “Real Housewives” series. The deal reflects how valuable unscripted programming has become because it delivers…

Skip sounds off on how last-click attribution pushed streaming companies to overvalue performance marketing and underinvest in brand. Brand marketing creates demand, while performance marketing harvests it, and streaming services have trained consumers to chase discounts, bundles, trials, and promos…

The industry's cost-cutting era has exposed a growing disconnect between the accountability imposed on employees and the rewards flowing to executives. While media companies continue layoffs, restructurings, and efficiency mandates tied to the streaming transition, executive compensation packages keep climbing…