Discover and read the best of Twitter Threads about #StreamingWars
Most recents (4)
1/ Starting last week I began unpacking all the data related to the content battlefield in the #streamingwars in 2020. This meant everything from Netflix datecdotes to Nielsen data to Google trends to countless other analytics firms.
2/ The plan is to release the results (the articles) in a few of my favorite outlets (@decider, @whatonnetflix, my site). But in the meantime, I thought I’d share some thoughts on each analytics firms results and what they can tell us.
3/ BTW, I've been so deep into the data, I'm a bit punchy. So pardons if I get too snarky or too sarcastic or the jokes don't land.
¿Qué cabe esperar a corto plazo en una industria de #TV (cadenas y plataformas #VOD) cuya producción y programación se vislumbra muy condicionada por efectos de #COVID19? Algunos apuntes en @eldebatedehoy 
El confinamiento por #COVID19 ha multiplicado consumo online e incrementado la competencia entre plataformas #SVOD por captar y fidelizar abonados: @Elena_Neira identifica en @BIEspana las claves de futuro en el pujante escenario de #StreamingWars
🔗 bit.ly/2Y6hG2x
🔗 bit.ly/2Y6hG2x
Frente a incertidumbres por crisis, en @netflix replican con certezas: «Nuestras series para 2020 ya están rodadas, también algunas de 2021, ¡nos beneficia la tradición de soltar todos los episodios de cada temporada!» Lo explica @pximenez en @el_pais
🔗 bit.ly/2Y4KPev
🔗 bit.ly/2Y4KPev
Predictions are useless but predicting is invaluable (scenario planning)
— @profgalloway #2020predictions
— @profgalloway #2020predictions
#Snap is less corrosive / damaging to teens
#Tesla trades at 3x the value of auto companies, worth more than Ford & GM combined, dramatically overvalued
#SherylSandberg 2nd best paid person who does the most damage (after Zuck)—she's erased from FB like Trotsky from photos
#Tesla trades at 3x the value of auto companies, worth more than Ford & GM combined, dramatically overvalued
#SherylSandberg 2nd best paid person who does the most damage (after Zuck)—she's erased from FB like Trotsky from photos
/1 Thread: With Disruption Theory having now gone mainstream, Bob Iger went to school on the Innovator's Dilemma...
#DisneyPlus $DIS $NFLX $AMZN $T #streamingwars
cc @modestproposal1 @GavinSBaker @bradsling @RichLightShed @benthompson @Rich_Barton @ballmatthew @kidkapital
#DisneyPlus $DIS $NFLX $AMZN $T #streamingwars
cc @modestproposal1 @GavinSBaker @bradsling @RichLightShed @benthompson @Rich_Barton @ballmatthew @kidkapital
/2 To gauge expectations, Iger clearly articulated his Disney+ strategic roadmap (and associated tradeoffs) to the Street...
communicating how $DIS's LT franchise opportunity offset its ST financial consequences...
communicating how $DIS's LT franchise opportunity offset its ST financial consequences...
/3 which amounted to an (intrinsically) high probability for Disney to reestablish a moat amidst the (lowercase "disruptive") threat of streaming...
and investors discount that fw such that $DIS (the stock) didn't dive despite sequentially deteriorating financials/guidance...
and investors discount that fw such that $DIS (the stock) didn't dive despite sequentially deteriorating financials/guidance...
