Quibi’s misaligned incentives

I published an article yesterday about Quibi’s rough start, relative to the amount of capital raised and spent. I’m a big believer in the opportunity for mobile-native content formats so sad to see it. I highlighted four main issues I saw: Miscalculating the risk of launching during the COVID-19 lockdown. Undervaluing the central role of interactivity in… Continue reading Quibi’s misaligned incentives

The decline of the theatrical window

(This was originally published as a section in today’s newsletter. Sign up here.) The news: Universal Pictures animated film “Trolls World Tour” has earned $95m in its first 3 weeks on-demand, having skipped its theatrical release due to Covid-19. Universal said they will release more films direct to VOD as a result. US and European cinema… Continue reading The decline of the theatrical window

Webinar on the state of kids media

I hosted a webinar on TechCrunch about the state of kids media amid the Covid-19 crisis. My guests were: Craig Donato, chief business officer of Roblox, the $4 billion gaming platform that counts the majority of U.S. kids age 9-12 among its active users. Nancy MacIntyre, co-founder and CEO of Fingerprint, the company behind Kidimo, a leading subscription video… Continue reading Webinar on the state of kids media

My interview with Laura Martin of Needham & Company

I saw leading Wall St media analyst Laura Martin of Needham & Company debate the future of Netflix on stage at the Banff World Media Conference in June and caught up with her after to expand on her assessment of the streaming giant and the streaming video landscape more broadly. Check out the transcript of… Continue reading My interview with Laura Martin of Needham & Company