If I had the opportunity to sit across from every CEO in streaming right now, I would make five recommendations:
It is doubtful anyone would agree with all five, and that is my intent: The common theme is that the “streaming wars” paradigm describes market dynamics that exist more narrowly than most assume, and each should provoke the audience to think more broadly. And each of these recommendations hones in on solving for less obvious market dynamics that exist.
In particular, each and all recommendations highlight a key blind spot that the “streaming wars” paradigm has created for market participants: Free Ad-Supported TV Services (FASTs) - especially YouTube - and smart TV and Connected TV (CTV) operating systems (OSes) are better positioned for the future of streaming than subscription services (including Netflix).
I have long argued against the “streaming wars” paradigm for two reasons.
I primarily understand the ...