Streaming Giants' Future
Netflix's substantial investment in content is paving the way for its pricing power, driven by unmatched viewer engagement. While Disney faces challenges, there's potential for it to innovate a recurring revenue model that leverages its theme parks and exclusive content, creating a compelling bundle for families. The conversation highlights the stark contrast in engagement levels between Netflix and other streaming platforms, emphasizing the unique position Netflix holds in the market.In this clip
From this podcast
The Prof G Pod with Scott Galloway
State of Play: Streaming, Cable Bundles, and the Media
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