Alex SunThe Myth of “Winner Take All” in the Streaming Wars to ComeThe following is an excerpt taken from the second article in my series NETFLIX IS NOT A BUBBLE.Oct 2, 2019Oct 2, 2019
Alex SunWhy Netflix won’t be toppled by new streaming services (NETFLIX IS NOT A BUBBLE, PART 2)The public is in thrall to a persistent narrative that Netflix will be toppled by competition from other streaming services (Disney+…Aug 21, 2019Aug 21, 2019
Alex SunWhy Netflix’s enormous cash losses are necessary, not reckless (NETFLIX IS NOT A BUBBLE, PART 1)News coverage today of Netflix’s financials isn’t complete without a great deal of fearful fascination over the billions in cash losses…Jul 21, 2019Jul 21, 2019
Alex SunThe Age of Big Bets: Risk & Reward in Mega-Franchise EntertainmentIs trying to follow Disney’s model the best strategy for other players?May 27, 2019May 27, 2019
Alex SunLosers in the Evolving Video LandscapeTV once dominated video consumption.Apr 9, 20191Apr 9, 20191
Alex SunRethinking content amortization on new OTT servicesJust because accelerated amortization makes sense for Netflix doesn’t mean it’s sensible for nascent services like Disney+, new streaming…Jan 10, 2019Jan 10, 2019