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… July 3, 2024
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… May 16, 2024
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… April 22, 2024
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
The great streaming squeeze Earlier this month, Disney announced two important and impending changes to its Disney+ and Hulu streaming services: Starting on October… August 30, 2023
Netflix Q2 earnings: password-crackdown subscriber bump, revenue miss and ARPU decline Netflix announced its Q2 2023 earnings results yesterday: $8.2BN in revenue (up 2.7%, year-over-year) and operating profit of $1.8B for… July 20, 2023
Netflix’s password-sharing crackdown calculus Is Netflix's password crackdown a cynical cash grab? Surely it is -- and to the same extent as any revenue-accretive… June 26, 2023
