Peter Kafka

@pkafka ↗

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Last Checked Sept. 8, 2020

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Tue Nov 26 15:03:32 +0000 2019

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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

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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

This is very, very useful research (also check out Nathanson’s analysis of Netflix’s top shows, and who owns them). You can see it all here. Thanks again to Michael for sharing it at #codemedia. https://t.co/GvHI00WyrR — PolitiTweet.org

Posted Nov. 26, 2019 Hibernated