The opposite effect: X’s revenue is collapsing
X's advertising revenue has fallen 66 percent in four years. SpaceX's accounts reveal what Elon Musk now intends the platform to be.
All posts tagged: advertising
Wall Street Cheers Netflix’s Numbers — But the Bland Era Is Coming
This analysis was first published in SvD Näringsliv, in Swedish, on January 20th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Strong subscriber numbers lifted Netflix after its earnings report. But the effects of its cheaper, more mainstream content have not yet arrived. And a bigger problem has emerged: Disney. It is easy to be confident when your company is growing fast. Netflix’s outgoing CEO Reed […]
Streaming’s New Normal: How Netflix Is Going Full Seinfeld
This analysis was first published in SvD Näringsliv, in Swedish, on November 22nd, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Hoping for a new Squid Game this winter? You might be disappointed. Everything points to Netflix’s content becoming more like Seinfeld than big prestige dramas. The reason: a new business model. “We basically sold nuclear weapons to a third-world country, and now they’re using them […]
Apple’s Masterstroke Is Systematically Crushing Its Rivals
This analysis was first published in SvD Näringsliv, in Swedish, on October 28th, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Apple’s privacy strategy is a masterstroke that is systematically crushing rival tech giants. But behind the scenes, the motives are less noble. Rarely has an aggressive business strategy been framed so elegantly as Apple’s “privacy is a fundamental human right.” It sounds consumer-friendly and principled. […]
Netflix Launches Ads in Bridgerton and Stranger Things
This analysis was first published in SvD Näringsliv, in Swedish, on October 19th, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. In an increasingly squeezed streaming market, Netflix is launching a cheaper, ad-supported tier. But the company may need more radical change to stay competitive. That was the mood back in April, when Netflix announced it had lost subscribers for the first time in ten years. […]
Why Your Instagram Feed Has Changed
This analysis was first published in SvD Näringsliv, in Swedish, on June 13th, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Suddenly seeing a lot of ads in your Instagram feed? It’s no coincidence. The photo app has become Mark Zuckerberg’s main weapon to turn the bad times around — and to take the fight to TikTok. “The current plan is for Instagram to exist outside […]
Twitter’s Costs Could Be Musk’s Biggest Headache
This analysis was first published in SvD Näringsliv, in Swedish, on April 28th, 2022. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. After 15 years, Jack Dorsey is handing Twitter over to Elon Musk. Both men claim they have no financial stake in the service, and that they simply want to make the world better. The company’s history and near future suggest otherwise. It took less than […]
Amazon’s hidden business — worth more than many countries’ GDP
Amazon's advertising business brings in SEK 290 billion a year — bigger than Twitter, Snapchat and Pinterest combined — and it has been hiding in plain sight.
New patents reveal Zuckerberg’s plans for the metaverse
Meta's metaverse patents show the business model: capture more personal data — including facial expressions — and serve better-targeted ads in 3D.
The fight with Facebook where everyone might lose
This column was first published in SvD Näringsliv, in Swedish, on February 22nd, 2021. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. From having lived in symbiosis – to now being in open conflict. The media companies may have emerged victorious from the first round against the tech giants, but it risks becoming an expensive story that leaves few, if any, winners, writes SvD’s tech analyst Björn Jeffery. […]