Netflix Revives the Monoculture, The NBA and Its Rights Fee Future, The Bidding Calculus for Amazon and Disney
Sharp Tech with Ben Thompson
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Disney, HBO, and the Changing Landscape of Streaming Services
This chapter explores the response of Disney and HBO to the evolving streaming industry, including the dilemma of licensing content to Netflix and the challenges of purchasing Comcast's share of Hulu. It also discusses the decision-making power of Bob Iger, Netflix's influence on other streaming stocks, and the convergence of sports streaming in the NBA's future.
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