A Netflix letter to shareholders that doubles as a message to the rest of Hollywood, the NBA’s precarious negotiating posture as the cable bundle crumbles, and one way Amazon could make the NBA a worthwhile investment.
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Netflix Earnings, Netflix’s Licensing Pitch, Netflix Gaming Revisited — Stratechery Update
Amazon Is Eyeing an NBA Package for Tuesdays or Thursdays — Front Office Sports
ESPN Financials, NBA Spin, Jon Stewart vs. Apple — Stratechery Update
ESPN May Be Worth $22 Billion Based on First Look at Results — Bloomberg
An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization? — Stratechery Update
What the NBA Can Learn From Formula 1 — Stratechery
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