Today, Disney+ launches in the US. It’s the latest entrant to the streaming wars, but hardly the last one. The video streaming market is also changing as new alliances form between media companies and telcos. Huge acquisitions and partnerships have been announced.
This is a familiar story. In my latest analysis piece, I make the case that it is in fact a loop that most telcos are stuck in. I hope you like it.
Björn
Things I’ve written
- The Telco Identity Loop: What Disney+ does for Verizon A long piece of analysis where I go through why telecom companies keep buying content, and then end up selling it when it doesn’t work out. It also includes predictions of US and Nordic telco’s next strategic moves.
Two podcast episodes to enjoy
- Wendell Pierce, on Desert Island Discs An unusually thoughtful episode. The actor Wendell Piece has a voice made for radio, and the life experiences to match.
- Julie Thibault, on Prehype Podcast Julie works as an innovation lead for Chanel, but shares insights into the modern consumer that are applicable for everyone.
Two ways to learn about Costco(!)
- Retail Dive: At Costco ‘everything resonates with the consumer’ I love Costco – both as a consumer and as a business case. I think it is both underreported and misunderstood too. There’s more than meets the eye, and this article is a good starting point.
- Mine Safety Disclosures: Costco This is a slide deck from 2018, but it is definitely still worth going through. Among other things, it explains the strategy behind their membership model and how they handle threats from companies like Amazon.
Originally sent as a newsletter on November 13th, 2019. Read the original.
