Peter Kafka

Peter Kafka @pkafka

Hey check out my soundcloud: https://t.co/a0bpwhWzzO — PolitiTweet.org

Peter Kafka @pkafka

RT @ballmatthew: #3: Story is that Netflix's inertia seems to be almost over. Just doing the old thing, but more, and riding the decline of… — PolitiTweet.org

Peter Kafka @pkafka

RT @Lucas_Shaw: Netflix lost customers in the U.S. this past quarter. That's the first time that's happened since 2011, when the company se… — PolitiTweet.org

Peter Kafka @pkafka

All my Netflix tweets (except for the super popular one about Adam Sandler) in one container. — PolitiTweet.org

Peter Kafka @pkafka

Since some of you had questions: That 73 million number is households who watched at least 70 percent of the movie. — PolitiTweet.org

Peter Kafka @pkafka

And Netflix says it absolutely, positively won't have ads. No ads. At all. Zero ads. None. Zilch. "When you read speculation that we are moving into selling advertising, be confident that this is false." https://t.co/XAdqc6YWtl — PolitiTweet.org

Peter Kafka @pkafka

Netflix says it is confident its huge Q2 miss is a blip, and that Q3 will be fine. It predicts 7mm new subs - more than Wall Street expected. — PolitiTweet.org

Peter Kafka @pkafka

Netflix says Always Be My Maybe, which everybody in my TL was chatting about, was watched by 32 million people in its first month. Adam Sandler's Murder Mystery, discussed by zero people I know, was watched by 73 million people. — PolitiTweet.org

Peter Kafka @pkafka

Netflix raised prices in Q2, but says that wasn't the problem. Instead it says their shows and movies didn't attract enough new subscribers. As it has done before, it has a chart that shows investors it has missed its forecasts before. But not like this: https://t.co/a4RL6XXbQw — PolitiTweet.org

Peter Kafka @pkafka

Giant miss. Forecast was 5 million subs. — PolitiTweet.org

Peter Kafka @pkafka

In the old days, networks would let Netflix buy and revive their cancelled shows. Now they're restarting them for their own services (See also: Gossip Girl for HBO Max) — PolitiTweet.org

Peter Kafka @pkafka

@JasonAbbruzzese murmurs — PolitiTweet.org

Peter Kafka @pkafka

Disclosure: Apple driving up the value of podcasts would be good for me and my employer. — PolitiTweet.org

Peter Kafka @pkafka

There's a potential downside of giving competitors room to complain that once again Apple is unfairly boosting its own platform, especially in an antitrust climate. But Apple is already spending billions on video, and that could generate the same complaints. — PolitiTweet.org

Peter Kafka @pkafka

This makes total sense and it would be weird if Apple didn't try it. At a minimum it's cheap marketing expense. Hard to see how Apple gets into the ad side of the business, but it can just pay people enough that they don't have to worry about ads (as Luminary is trying to do.) — PolitiTweet.org

Peter Kafka @pkafka

RT @ranimolla: Sorry Amazon Prime Video. People only steal passwords for content they want to watch. https://t.co/BguFEOFXxA — PolitiTweet.org

Peter Kafka @pkafka

@markjosephson @rfradin @fleabag ps the episodes are very short! so that's good, too — PolitiTweet.org

Peter Kafka @pkafka

RT @Recode: How Peter Thiel’s Google conspiracy theory made its way from Fox & Friends to the White House. https://t.co/bTF6hoUH3m — PolitiTweet.org

Peter Kafka @pkafka

@felixsalmon @gadyepstein @ballmatthew @loudmouthjulia @noahchestnut @Colarusso42 I think you probably have a different sense of what the NBC product is than the one they are likely to make. You should look at the streaming service they launched this spring. — PolitiTweet.org

Peter Kafka @pkafka

@gadyepstein @ballmatthew @felixsalmon @loudmouthjulia @noahchestnut @Colarusso42 It could also be massively successful! Which would make for much more entertaining narrative. — PolitiTweet.org

Peter Kafka @pkafka

@gadyepstein @ballmatthew @felixsalmon @loudmouthjulia @noahchestnut @Colarusso42 Hi guys. When you remember that all of the content companies that invested in Quibi are also going to get paid by Quibi for their content this gets easier. NBC is making this for Quibi because Quibi will pay for it and it is easy to make. — PolitiTweet.org

Peter Kafka @pkafka

@TaylorLorenz @felixsalmon @dodaistewart (The woman!) — PolitiTweet.org

Peter Kafka @pkafka

@mims If it was just a marketing stunt then why would all these news outlets be writing about it? Doesn’t make sense. — PolitiTweet.org

Peter Kafka @pkafka

@mims Wha? — PolitiTweet.org

Peter Kafka @pkafka

@JackGen0vese @Lucas_Shaw it is via https://t.co/CFDRE8njNc — PolitiTweet.org

Peter Kafka @pkafka

Analyst Michael Nathanson says people who have Amazon Prime Video aren't really sure what is is: "36 (!) of the titles that consumers say that they watch are not actually offered on Amazon Prime Video." — PolitiTweet.org

Peter Kafka @pkafka

RT @Lucas_Shaw: The majority of Netflix's most popular shows are originals -- not licensed shows -- per analyst Michael Nathanson. https://… — PolitiTweet.org

Peter Kafka @pkafka

Great/sad tidbit here about Epstein using https://t.co/C09QRgdcFk in his (pretty successful) effort to rehab his image: https://t.co/KCIzGnYcsX https://t.co/kl9jn3SjIY — PolitiTweet.org

Peter Kafka @pkafka

RT @Recode: When Prime launched in 2005, Amazon raised the bar for convenience in online shopping. This is the story of how a frankly blan… — PolitiTweet.org

Peter Kafka @pkafka

@DrewRoberts @Digiday @bmorrissey Thank you! — PolitiTweet.org