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Matthew Ball
ballmatthew
1/ Since Dec, $TWTR stock has grown 50% above all-time highs. Lots has been said about Twitter’s product upside, ability to capture more of the value it creates (see @Post_Market
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1/ RE: Oscars' ratings. I tweet this every few months, but that's why it's critical.It is NO surprise ratings drop each year. Trad TV is collapsing. The problem is that
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The addition of hardware, first with the iPhone Upgrade Program, is inevitable https://twitter.com/TVMoJoe/status/1305924336851677185 Apple and it's users (individual and collective) and its developers benefit from more frequent device
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1996 2018 AAA budgets (h/t @raphkoster) AAA open world action game - hard drive requirements (h/t @EmbarkStudios) How many people world on a AAA open world action game
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1/ Most HBO Max commentary overlooks why a "telephone company" bought a media co in the first placeAT&T plans to invest $4B in HBO Max, after $108B buying TimeWarner +
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Before HBO Max launches, it's worth spending some time to understand how truly, truly great HBO is at making content. 3% of original series, 10% of Emmy applications, 25% of
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1/ The Travis Scott x Fortnite event is commonly understood in comparison to prior Fortnite events, but instead it needs to be viewed as part of Fortnite’s testing and experimentation
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Go90 should buy Disney+https://twitter.com/TechCrunch/status/1253821321718489088 Canada should conquer China Flappy Bird should buy the App Store Blockbuster should build an AWS competitor (In all seriously, I would try to do this
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Comparing Quibi installs to any other SVOD is senseless, usually in 20 ways.300,000 day one installs for a brand new brand/service/model/format is huge. That's SensorTower. AppAnnie says more than twice
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1/ Esports will not overtake physical sports anytime soon.2/ Worth noting the biggest crossovers are those that replicate "sports" - especially those that are visually indistinguishable - and are popular
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There we go. Pre-COVID, Disney had moved many films from theatrical release to Disney+ premieres. This is the biggest, by far. Alternative isn't just moving to 2021, but a ruthlessly
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