Indexed from published reporting. Not a medianexis staff byline. Any journalist can ask to be removed.
Business Insider’s Peter Kafka writes that Netflix’s levers from its 2022 subscriber crisis — ads, live sports — are now spent, while engagement slips and the real competition is free, unlimited content from YouTube, Instagram and TikTok.
Business Insider’s Peter Kafka reports that analyst Rich Greenfield says Paramount Skydance and Warner Bros. Discovery must open their streamers to outside creators, mimicking YouTube and Netflix, since neither combined library has enough content diversity to train recommendation algorithms.
Sep 30Business Insider’s Peter Kafka reports that MoffettNathanson analysts doubt shopping agents like Meta’s Muse will disrupt ecommerce, finding only 11 of a consumer’s 47 monthly payments fit an agent’s use case, too few transactions to fund the business on fees alone.
Sep 29Business Insider’s Peter Kafka reports that consumers may spend up to $14 billion this year on one-minute vertical dramas, CandyJar’s Ali Albazaz tells Business Insider. TikTok already supplies most of these apps’ audiences, and now runs its own free and paid micro drama apps.
Aug 31