Peter Kafka

@pkafka ↗

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Last Checked Sept. 8, 2020

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Tue Nov 26 15:00:37 +0000 2019

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Peter Kafka @pkafka

Two crucial slides from analyst Michael Nathanson’s #codemedia presentation last week. 1: Nathanson thinks there are 13 million pay tv subscribers who don’t care about sports (or news), so they will definitely cut the cord, soon. https://t.co/OMLNqNiLdP — PolitiTweet.org

Posted Nov. 26, 2019 Hibernated

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Peter Kafka @pkafka

“The opportunity was huge but also uncertain, and people were having to build a lot of it and figure out the economics later. Now is later. Now is the time where people have to figure out these economics.” Great @max_read interview with BuzzFeed’s @peretti. — PolitiTweet.org

This is an interesting take https://t.co/JAUtmsZNp7 https://t.co/ZgbVuZvnaN

Posted Nov. 26, 2019 Hibernated

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Peter Kafka @pkafka

2: Disney, AT&T and Netflix will be invest $16b in additional content spending to chase those subs over the next four years. Context: Disney is spending $18b this year alone. That is: Those 3 companies will “create another Disney”. https://t.co/7FZNdXx2f2 — PolitiTweet.org

Posted Nov. 26, 2019 Hibernated