Third-quarter earnings season is well upon us, and editor-in-chief Omar Oakes and reporters Jack Benjamin and Ella Sagar results from Spotify, Netflix, and media holding companies.
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Host Jack Benjamin is joined by reporter Ella Sagar and editor-in-chief Omar Oakes to discuss this quarter’s Rajar figures and earnings results for Spotify, Netflix, and media agency holdcos.
Analysis: Is Netflix still the high-growth tech stock that changed our expectations of TV and the power of subscriptions over ads?
Jack Benjamin, Ella Sagar and Omar Oakes unpack the key takeaways from last week’s The Future of Media and The Future of Gaming events in London, and discuss how the Israel-Hamas war has caused trouble for social media companies and the BBC alike.
Disney+’s “£1.99 for three months” campaign drove a significant boost in new subscriber adds across all streaming services this summer amid a longer-term trend of rising prices.
Analysis: Netflix’s move into retail is an extension of its experiential offering, but with a bite-sized lesson from what makes Disney’s parks so great.
Analysis: Netflix appears reliant on price increases for UK growth, as membership growth remains in the single digits.
Analysis: The cord is now being cut at both ends as pay-TV providers adopt tactics to compete with streaming giants and develop their own offerings.
Analysis: Was Netflix’s global ads chief not the right person for the job, or is it the job itself that makes the streaming giant uncomfortable?
Services like Spotify and Netflix need to be more than just a seamless convenience and one-click utility.