Why the Next Sports Empire will be Built on eSports
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
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
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
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
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”
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
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
Underlying changes to the TV series model will offset some pressures, but the future remains challenging
Original TV Series: The Illusory “Silver Bullet”
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.
