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Media

Broadcast TV – Sword of Damocles pt. III.

Reply to this post           OTA broadcast given a second chance. While Netflix and Amazon continue to make inroads into the cable TV subscribing population, the...

Broadcast TV – Sword of Damocles pt. II.

Reply to this post           The sword has slipped its moorings.   With all of the indicators now starting to turn against the TV broadcast industry...

Facebook vs. Snap Inc. – Own goal

Reply to this post           Some of Snap’s woes look self-inflicted. Snap appears to be losing key influencers to Facebook not because of a copied service...

Spotify – Free foundation

Reply to this post           Apple Music still making no dent. Spotify has crossed 60m paid users and while its absolute level of growth is slowing...

SoundCloud – Clouds of red

Reply to this post           Management does not have the luxury of choice. Poor monetisation strategy and a lack of fiscal discipline is likely to ensure...

Snap – Valuation snaps pt. II.

Reply to this post           Twitter remains by far the better choice Reality is beginning to set in for Snap Inc. but I think that the...

LeEco – Bleeding out

Reply to this post           LeEco could be acquired by one of the BATmen. Despite closing the vast majority of its US operations, LeEco’s troubles are...

Snap Inc. – Snap in the box.

Reply to this post           Facebook keeps Snap Inc. in its box. Despite launching in August 2016, Instagram Stories has been extremely successful in mitigating the...

Facebook – Soft target

Reply to this post           Facebook chasing broadcast rather than Netflix or YouTube. Facebook’s move into Media Consumption is well underway but it looks to me...

Snap Inc. – Price of opposition.

Reply to this post           Twitter is in a better position. A poor set of maiden results highlights that Twitter is actually in a better position...