Company / division: Weekly Narrative Video
Weekly Narrative Video – Wearables are Struggling (Jul 8, 2017)
This past week’s narrative video is on the Wearables are Struggling narrative, in light of the news that Jawbone is entering liquidation. I’ve seen lots read into that news, some of it sensible and some of it probably overblown as far as the significance for the broader wearables industry. In the video, I talk through how I see the news, and also what I think about the state of the wearables market. Subscribers can watch the video on the narrative page here as always, and if you’re not yet a subscriber you can sign up for a 30-day free trial here and get access too.
Weekly Narrative Video – Uber’s Culture is Toxic (Jun 23, 2017)
This week’s narrative video is on the Uber’s Culture is Toxic narrative, which has very much been in the news the last couple of weeks as the results of the Eric Holder investigation were released, and Travis Kalanick first took a leave of absence from Uber and then resigned as CEO. The last six months have brought long-simmering accusations and perceptions about Uber’s toxic culture to a head, and the investigations which concluded in recent weeks provided ample evidence of just how bad things had become. There is now, though, finally some hope that Uber can begin to change in earnest with Kalanick out of his role as CEO. Subscribers can watch the video on the narrative page here as always, and if you’re not yet a subscriber you can sign up for a 30-day free trial here and get access too.
Weekly Narrative Video – Disrupting TV (May 27, 2017)
This week’s Narrative Video covers the Disrupting TV narrative, or as I’d call it if these things could have slightly longer names: “Disrupting TV is Hard”. I talk through all the ways in which various entities are trying to disrupt traditional TV business and consumption models, and the barriers to their success. I also talk about the ways in which TV is being successfully disrupted, and argue that we’ll eventually reach a tipping point at which the legacy providers currently trying to resist and hold back disruption come to enable and even embrace it. As usual, you can find the Weekly Narrative Video on the relevant narrative page here if you’re a subscriber. And if you’re not a subscriber yet, you can sign up on this page, starting with a 30-day free trial.
Weekly Narrative Video – Streaming is Saving Music (May 19, 2017)
This week’s Narrative Video is on the Streaming is Saving Music narrative. This narrative was in the news several times this week, with Spotify’s 2016 financials leaking, news that SiriusXM is debating a bid for Pandora, and Rhapsody’s announcement that it’s making layoffs and replacing its CEO. The reality is that streaming music is doing wonders for the music labels, but the streaming services themselves continue to struggle. And it’s worth noting that it’s paid subscription streaming specifically that’s really giving the industry a boost. The video talks through these topics and other trends in the industry, reality-checking the prevailing narrative. Subscribers can see the video on the Streaming is Saving Music page. If you’re not yet a subscriber, you can sign up for a 30-day free trial here, and you’ll get access to this video, past videos, all the latest commentary on the site, and lots more besides.