World’s Most Powerful Mall: We Found 78 Brands You Can Buy Directly on Instagram

In March 2019, Instagram officially launched the ability to buy directly within the Instagram app — what Instagram called Instagram Checkout. Instagram Checkout enabled users to complete their entire purchase within the Instagram platform, eliminating the need to be sent to a third-party website (you can read Instagram’s blog post here). After your first Instagram Checkout purchase, Instagram stored your billing and shipping information, making it even faster/more efficient to make future purchases. Why Is Instagram Checkout So Important? Instagram … Continue reading World’s Most Powerful Mall: We Found 78 Brands You Can Buy Directly on Instagram

Can Ligado Address Verizon and T-Mobile’s 5G Spectrum Needs?

We believe the FCC’s decision to conduct a public auction of C-Band spectrum will result in material delays in making important upper mid-band spectrum available for 5G. (Link) We are hopeful that the FCC can salvage the fate of C-Band spectrum through negotiations with existing license holders, but we are not optimistic given the lack of flexibility in how auction proceeds can be used, the complexity of the process and the persistent political noise. So what’s next for the FCC, … Continue reading Can Ligado Address Verizon and T-Mobile’s 5G Spectrum Needs?

Whoa: Hulu Telling Subs to Downgrade to On-Demand as Live TV Price Escalates

Disney is moving aggressively into the future and leaving its large, legacy broadcast TV and cable network assets behind, even if their actions hasten the decline of multichannel television. Disney Chairman and CEO, Bob Iger, and his likely successor Kevin Mayer, who runs Direct-to-Consumer and International, have clearly decided that the legacy multichannel bundle is no longer worth protecting as we enter a #postbundle world. Note: Mayer is set to be interviewed later today at the #codemedia conference. Think about … Continue reading Whoa: Hulu Telling Subs to Downgrade to On-Demand as Live TV Price Escalates

When Would An FCC Auction Make C-Band Spectrum Available For 5G And Who Gets The Money?

If the FCC announces a public market auction of C-Band spectrum this week, as many investors now expect, it is likely to complicate and materially delay the availability of spectrum that has been globally identified as a primary 5G spectrum band. In addition, if Chairman Pai makes the announcement of a public auction before auction legislation is enacted, it is unlikely that the proceeds could be used to pay for an offset in legislative spending. In that scenario, it would … Continue reading When Would An FCC Auction Make C-Band Spectrum Available For 5G And Who Gets The Money?

Burn and Churn: Why are Google Searches for Cancelling Disney Plus 4x Netflix?

24 hours after launching Disney+, Disney issued a press release (link) indicating that they had already reached 10 million subscribers — a staggering number that illustrated the power of the Disney brand and a clear sign of pent-up demand for the product after the most aggressive marketing campaign we have witnessed in our 23 years covering The Walt Disney Company. Now, the far more important question is can Disney+ hold onto the huge number of early subscribers and continue to … Continue reading Burn and Churn: Why are Google Searches for Cancelling Disney Plus 4x Netflix?

Will FCC Chairman Pai Allow The Race To 5G To Be Derailed By Politics?

Senator John Kennedy from Louisiana has been a vocal critic of a private auction of C-Band spectrum and has voiced those concerns to the President. That is not new. However, we believe the administration continues to be more interested in winning the Race To 5G and will support the determination of its appointee, FCC Chairman Ajit Pai. We are also skeptical that Senator Kennedy can gain support from fellow members to sign a new Bill that would handicap a federal … Continue reading Will FCC Chairman Pai Allow The Race To 5G To Be Derailed By Politics?

Disney Acknowledges Legacy Bundle is Dead, and No, Not Talking Disney+

While all eyes are on today’s launch of Disney+ (link), we are increasingly fixated on Disney’s decision last week to begin airing FX programming on Hulu in March 2020, just hours after it airs on linear television within the legacy multichannel bundle (with FX set to become the largest content supplier to Hulu, answering one of the key streaming strategy issues we had for Disney, see #3, link). Last week, Disney Chairman and CEO, Bob Iger stated: “FX on Hulu … Continue reading Disney Acknowledges Legacy Bundle is Dead, and No, Not Talking Disney+

T-Mobile and SoftBank Should Immediately Deny That Legere Will Take WeWork CEO Spot

The Wall Street Journal reported that T-Mobile CEO John Legere is negotiating a job as CEO at WeWork. It was also confirmed by Fox Business’ Charlie Gasparino. Nevertheless, this story makes little sense to us and we think T-Mobile and SoftBank should deny its veracity, immediately. Legere is certainly qualified to take the WeWork CEO position, perhaps over-qualified given his track record. There would also be significant financial incentive for Legere to accept, given its well heeled owner. However, it’s … Continue reading T-Mobile and SoftBank Should Immediately Deny That Legere Will Take WeWork CEO Spot

Three Spectrum Items FCC Chairman Pai Needs To Act on Now In #RaceTo5G

In the next few weeks and months, the FCC is likely to decide on key spectrum issues that could end up being pivotal for the success of 5G in the United States. Further delays or unfavorable decisions could trigger bankruptcies, stymie investment or, most importantly, materially delay or impair spectrum that is critical for the United States to win the Race to 5G. Unfortunately, the ongoing uncertainty about whether T-Mobile will be able to close the proposed acquisition of Sprint … Continue reading Three Spectrum Items FCC Chairman Pai Needs To Act on Now In #RaceTo5G

Is Netflix Past Peak Global Net Adds or Can 2020 Hit a New High?

Yesterday afternoon, Netflix Founder and CEO, Reed Hastings, was interviewed by The New York Times’ Andrew Ross Sorkin at the 2019 Dealbook Conference. The entire 30-minute interview is embedded below (key moments of the interview pulled out below along with timestamps). We were able to ask Hastings a question during audience Q&A and took the opportunity to ask the #1 question we have been getting from investors: “There’s been several times throughout Netflix’s history where investors have feared that you … Continue reading Is Netflix Past Peak Global Net Adds or Can 2020 Hit a New High?