If media matters to consumers, but they won’t spend a lot on it, the efficient use of content is to drive other businesses that have better (and bigger) economics. And this is exactly what’s happening.
For millennia, the most popular stories on earth were epic tales of Gods and heroes. Five thousand years later, human culture remains similarly transfixed, albeit on a more modern epic: the Marvel Cinematic Universe.
As Hollywood empties its bank accounts for more TV and film assets, it continues to ignore the most ascendant media category. And it can’t afford to do so much longer.
A framework for how to think about story/IP-based media companies, the upsides and risks in story ecosystems, and the strongest bear case for Disney’s immediate future.
What did Epic need to do v. decide to do for the Fortnite Season X Finale / Fortnite Chapter 2 Reboot - and why?
As media monoliths bundle their offerings, consumers will once again have to pay for a bunch of shows they don’t want. Only these will have an agenda.
Another day, another box office disappointment. Or record. Or franchise hit. Or franchise RIP. Or indie sleeper. Or indie sleep-with-the-fishes. What's going on?
Three decades in and a lot of bucks spent, OTT competition has clarified. Though not in ways that were expected.
Cloud game delivery and 'Netflix of Gaming' are the big new 'things' in media today. But they're unlikely to deliver the player or playtime growth that many expect.
Much has been said about Fortnite’s revenue, users, business model, origin and availability. But these narratives are overhyped. What matters most is instead how these achievements will enable Epic Games and Fortnite to create something truly revolutionary.
Disney's films have become so successful they're now the company's greatest competition. But George Lucas and Stan Lee know the answer: building your own universe.
It's been a year since Apple made its first original video hires and released its first original series, yet the company's strategy remains opaque and confusing. The most likely answer is one that will lead the company to reinvent not another device category, but itself.