TMT Strategy Consultant

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Why the Next Sports Empire will be Built on eSports

April 19, 2015 by Prashob Menon and Liam Boluk

The debate about the validity of eSports as sports misses the point. Like it or not, eSports have millions of passionate viewers and their momentum can no longer be ignored.


The State and Future of Netflix v. HBO in 2015

March 10, 2015 by Liam Boluk

The financial performance of HBO and Netflix could not be farther apart today - but as the two companies converge, how will their margins (and ambitions) change?


The Digital Future of TV Networks & The Original Series Crunch

February 21, 2015 by Liam Boluk

Internet distribution frees TV networks from the constraints that have defined their business models since inception. The future of TV will look nothing like its past.


Checking in on Netflix’s Economies of Scale

July 22, 2014 by Liam Boluk

The Tale of Netflix’s Profitability has always relied upon a mix of strategic pivots & hyper-scale. The company may be far from HBO today, but this original story only gets better


Comparing the Financial Performance of Netflix v. HBO

March 07, 2014 by Liam Boluk

Time Warner has finally released detailed financials on HBO, and so we can see who really deserves to sit atop the Iron Throne. For now, at least.


What Netflix Needs to do to “Become (3x) HBO”

September 17, 2013 by Liam Boluk

Reed Hastings believes Netflix can hit 60-90M US subscribers, but he'll need a lot more original content to get there.


Assessing Netflix’s Original Content Business

June 09, 2013 by Liam Boluk

Arrested Development and House of Cards aren't designed to deliver the metrics Wall Street expects, and this means a lot about how Netflix views its future.


Putting the Illusory “Silver Bullet” in Context

May 15, 2013 by Liam Boluk

Underlying changes to the TV series model will offset some pressures, but the future remains challenging


Original TV Series: The Illusory “Silver Bullet”

April 30, 2013 by Liam Boluk

Streaming services such as Netflix and Amazon see original TV series as the path to success. It's not. Consumers, however, will be 'endlessly' entertained.