$NFLX: Netflix will “struggle to compete in a world of escalating [content] licensing costs” as streaming platforms proliferate | Dec 2019

1/ Licensing streaming content is wildly expensive, and is only getting more expensive as streaming platforms proliferate. Even Netflix’s top executives have been shocked at the pace of price escalation. $NFLXhttps://t.co/mDXeoqUSZ5 — Almington Capital Merchant Bankers (@AlmingtonCap) December 30, 2019

$NFLX: Thread on the animation, filmmaking and entertainment industry in LA | Dec 2019

1 like on this tweet = 1 thing I learned about animation/filmmaking/entertainment while living in LA. https://t.co/yR6I24cTgV — Sahil Lavingia (@shl) December 18, 2019 1 like on this tweet = 1 thing I learned about animation/filmmaking/entertainment while living in LA. 1. voice acting first. animation second. animators can animate to dialog and sound. the other way […]

$NFLX: Netflix’s massive scale has failed to translate into a defensible economic advantage(s) | Nov 2019

1/ The bull argument for $NFLX‘s tech advantage has 2 parts: 1) advantage of scale, boasting radically more subscribers than any other platform 2) largest repository of user data, which it can use to better understand & meet the desires of subscribershttps://t.co/9R8j6XbKeC — Almington Capital Merchant Bankers (@AlmingtonCap) November 30, 2019

$NFLX: Cash-burning, debt-laden Netflix owns relatively little monetizable IP versus Disney | Nov 2019

$NFLX owns little monetizeable IP. Even an Oscar-worthy movie or Emmy-winning series is only as good as its rewatch value – or its wider marketability. $DIS‘s library of content includes beloved properties that will spin off value nigh forever, in addition to whole universes. — Almington Capital Merchant Bankers (@AlmingtonCap) November 25, 2019

When Do Media Networks Cancel Shows?

1/ I've fought to save & cancel numerous shows. The outside view of this process is usually unfair, even if understandable (esp w/ fans) Networks HATE canceling shows. It burns partners, teams, budget, marketing, brand, viewers. Replacing w/ something better is hard! — Matthew Ball (@ballmatthew) March 15, 2019 2/ Almost everyone leans towards renewals. […]