Streaming

Podcast: The Streaming Advertising Showdown (with Adam Epstein)

https://open.spotify.com/episode/1x7ffTaQhqmeizAM2Ppm1b?si=7be91564b90c483a In this episode of the Mobile Dev Memo podcast, I speak with Adam Epstein, the CEO and founder of…

Netflix Q2 2024 earnings: ad-tier growth slows, strategic overhaul with advertising

Netflix reported its Q2 2024 earnings results last Thursday: $9.56BN in revenue (up 16.8%, year-over-year) and operating profit of $2.60BN for an…

Is Netflix’s advertising business a success?

Netflix introduced its ad-supported subscription tier in November 2022, just six months after signaling that it would pursue advertising as…

Netflix Games: mistakes and opportunities

Gamesindustry.biz broke the news last week that the Netflix executive responsible for the company's games business would move to a…

Netflix’s ad-supported tier is ARPU dilutive. Enter proprietary ad tech.

Netflix made three substantive announcements at its upfront event yesterday: The company's ad-supported tier, Standard with Ads, has reached 40MM…

Netflix Q1 2024 earnings: the end of subscriber and ARPU metrics

Netflix released its Q1 2024 earnings results last Thursday, beating analyst estimates on subscriber and revenue growth: $9.37BN in revenue (up 19.3%, year-over-year) and…

Netflix, price discrimination, and the Goldilocks zone

Hiroo Onoda was an intelligence officer in the Japanese Imperial Army stationed in the Philippines during World War 2. Onodo…

January 31, 2024

Podcast: Exploring the CTV advertising opportunity (with Peter Hamilton)

https://open.spotify.com/episode/1IUXYK0MVMXEJasv0QEQFL?si=2421042498c64799 In this episode of the Mobile Dev Memo podcast, I speak with Peter Hamilton, the Senior Director of Ad…

November 22, 2023

Can Disney be a gaming company again?

Bloomberg reports that Disney may be considering a return to the games publishing business, possibly through a major acquisition. From…

October 18, 2023

Amazon’s introduction of advertising to Prime Video

Last week, Amazon announced that it will introduce advertising to its Prime Video streaming service. From its press release: To…

September 25, 2023