All posts tagged: streaming

The billion-dollar windfall from the missed mega-deal

February 27, 2026
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 27th, 2026. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Netflix gives up on buying HBO and its parent company Warner Bros Discovery. A new major streaming giant is being created in the US instead. But despite the loss, Netflix comes out the winner. Sometimes you win in business even when it looks like you’re […]

Why Spotify can charge more

February 10, 2026
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 10th, 2026. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. They compete with the world’s most powerful companies. Yet Spotify keeps setting the terms in the market. There is a simple explanation for why — and it gives the music giant room to charge more. A couple of times a year, Apple’s CEO Tim Cook […]

Netflix’s masterstroke — a win even in defeat

December 9, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on December 9th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. What would you pay to hobble your worst competitor? Netflix’s answer to that question is 54 billion kronor. And should Warner Bros pull out of the deal — Netflix gets a sizeable Christmas bonus either way. The losers, whichever way it goes, are viewers. The […]

The deal that redraws the entire TV world

December 5, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on December 5th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Hollywood shakes as Netflix buys HBO for 83 billion dollars. The deal will redraw the entire streaming market — and more big deals are now on the way. A hidden factor decided the final battle. “Our goal is to become HBO faster than HBO can […]

Ek silenced the doubters — and was right in the end

September 30, 2025
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on September 30th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Spotify stands stronger than ever as Daniel Ek steps down as CEO at the start of next year. After 20 years on the throne, the king of Swedish tech is stepping aside. And the outlines of what lies ahead are already visible. It is a […]

Netflix forgives pirates — and raises prices

April 19, 2024
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on April 19th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Netflix beat all expectations when it presented its quarterly results. The company is a profit machine — but it increasingly resembles a perfectly ordinary media company. How do you justify the valuation then? It has been described as one of the largest Swedish drama investments […]

The music giant reaches for the atomic bomb

February 29, 2024
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on February 29th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Thousands of videos went silent on TikTok when music giant Universal protested against poor terms. The conflict is now escalating — and the power struggle between tech and music is intensifying sharply. It is widely accepted that Spotify’s greatest achievement was not its technical innovation. […]

Beats expectations with old tricks

January 24, 2024
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 24th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Growth was in focus as Netflix crushed market expectations. The key to success spells advertising — and a bet on a well-proven idea: good old-fashioned TV. In 1998, a radical idea was launched: films delivered to your door, to watch whenever you want. Today the […]

Few options as Viaplay’s fate is decided

January 9, 2024
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on January 9th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. When Viaplay convenes for an extraordinary general meeting, the options are very few. Either shareholders approve the board’s plan, or the company risks collapse. The cost, however, is very high — especially for small investors. On Wednesday at 10am, Viaplay’s registered shareholders will gather at […]

The current Viaplay probably won’t exist much longer

November 28, 2023
by Björn Jeffery
SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on November 28th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Viaplay is pushing back its quarterly figures once again. All focus is now on which owners will step forward and want to reshape the company. When listed companies report their quarterly figures, the conversation usually turns to how they have performed against market expectations. The […]