Peter Kafka

Peter Kafka @pkafka

@Lucas_Shaw @ashleyrcarman https://t.co/gWInTTjVib — PolitiTweet.org

Peter Kafka @pkafka

RT @Lucas_Shaw: The Obamas are leaving Spotify later this year. Scoop with @ashleyrcarman https://t.co/gMFPCtrWe2 — PolitiTweet.org

Peter Kafka @pkafka

Netflix helped destroy traditional TV. So TV guys tried to become like Netflix. Now what? Re-upping a useful convo with analyst Michael Nathanson from a few weeks ago: https://t.co/nYKIYy7fOM — PolitiTweet.org

Peter Kafka @pkafka

New from me: Nervous times in startupland. “It’s choppy.” “A little slower than I’d like,” “Slowing, across the board.” — PolitiTweet.org

Peter Kafka @pkafka

Longtime Netflix bull @RichLightShed: “Netflix felt vulnerable yesterday in a way that it never has before.” — PolitiTweet.org

Peter Kafka @pkafka

@nevillearthur They missed their q by more than 2mm. Not a choice whether they could disclose or not. — PolitiTweet.org

Peter Kafka @pkafka

@nevillearthur Still missing 2mm subs this q and worse next — PolitiTweet.org

Peter Kafka @pkafka

Ad plan feels like “a very recent decision and a last minute throw-in to these earnings, and that makes me feel like things are even worse than they appear” says @benthompson https://t.co/NryLmHOthM — PolitiTweet.org

Peter Kafka @pkafka

For years, Netflix has insisted on focusing on a single product - and keeping that product ad-free. Last year it introduced video games - and now ads are coming. https://t.co/ZKkJcp0bTt — PolitiTweet.org

Peter Kafka @pkafka

RT @pkafka: New pod with Bloomberg’s @KurtWagner8 & Atlantic/Ringer’s @DKThomp: *Can he really buy Twitter? *No seriously. Really? *Why he… — PolitiTweet.org

Peter Kafka @pkafka

RT @brianstelter: >> @pkafka's summary of the day: "Reed Hastings used to have streaming to himself. That's over now..." https://t.co/gZQNF… — PolitiTweet.org

Peter Kafka @pkafka

@ArtsFormulaFit Thank you and thanks for listening — PolitiTweet.org

Peter Kafka @pkafka

@lanctot @Jason As expensive as it is, it’s the easiest call for a new owner to make. — PolitiTweet.org

Peter Kafka @pkafka

New pod with Bloomberg’s @KurtWagner8 & Atlantic/Ringer’s @DKThomp: *Can he really buy Twitter? *No seriously. Really? *Why he does he want to buy Twitter? *Why do people think that’s a good idea? *Reminder: Twitter is a for-profit business. *Memes, man. https://t.co/XzXKON7HcE https://t.co/gA6aLq6hEx — PolitiTweet.org

Peter Kafka @pkafka

Considering which means implementing. — PolitiTweet.org

Peter Kafka @pkafka

@liquidmedia2013 You should re-read it. Or listen to the call. — PolitiTweet.org

Peter Kafka @pkafka

Will be a lower-priced tier, like Hulu offers and Disney will as well. Netflix will say this is just about consumer choice. But Netflix has spent years arguing that a core difference between Netflix and TV was that Netflix didn’t need to make advertisers happy, just subscribers. — PolitiTweet.org

Peter Kafka @pkafka

That was a never ever ever and now it’s not. — PolitiTweet.org

Peter Kafka @pkafka

Made my tweet into a story https://t.co/ZKkJcp0bTt — PolitiTweet.org

Peter Kafka @pkafka

Worst quarter since Qwikster. The difference: In 2011, Netflix screwed up. This time the problem isn’t Netflix - it’s the competition. — PolitiTweet.org

Peter Kafka @pkafka

2016: “We love people sharing Netflix," CEO Reed Hastings. “That's a positive thing, not a negative thing.” https://t.co/OowauapazV — PolitiTweet.org

Peter Kafka @pkafka

Netflix had to spend a full page of its investor letter explaining why it lost 200k subs last quarter and will lose 2 million more next q. Tldr: World needs more streamers; too many password-sharers; competition turns out to be a thing, after all; COVID,Russia, inflation, dunno. https://t.co/o5F8AiYDE3 — PolitiTweet.org

Peter Kafka @pkafka

RT @Lucas_Shaw: Netflix lost customers last quarter for the first time since 2011. It said it will lose another 2 million customers in the… — PolitiTweet.org

Peter Kafka @pkafka

@sherman4949 @jtoonkel @LesliePicker Yes and: Apollo - or any non-ideological billionaire investor - would want to know how they’re going to get their money back, along with a return. This is captain obvious stuff but it seems to be missing from the discourse? — PolitiTweet.org

Peter Kafka @pkafka

Excellent resource for NYT coverage. — PolitiTweet.org

Peter Kafka @pkafka

RT @adamclarkestes: We’re rolling out a new series at @Recode today about tech and climate change. There’s some promising stuff happening!… — PolitiTweet.org

Peter Kafka @pkafka

@sherman4949 It is dumb but also mildly truthy? Like there was a period where both bob iger and marc benioff were interested in buying twitter and that wasn’t a coincidence? — PolitiTweet.org

Peter Kafka @pkafka

@lpolgreen It’s almost as if people using the term inaccurately aren’t making a good faith argument — PolitiTweet.org

Peter Kafka @pkafka

RT @grynbaum: NEW: Joe Kahn will succeed Dean Baquet as the next executive editor of The New York Times. https://t.co/RmMmB5soHQ — PolitiTweet.org

Peter Kafka @pkafka

You can be CEO of Twitter or you can be a guy who tweets about Twitter. — PolitiTweet.org