Robert Lasky

Investing in media & entertainment in the age of digital disruption

Posted by in Augmented Reality, Entertainment, Hollywood, Investing, Movies, Music, OTT, Television, TV Everywhere, Virtual Reality

This presentation was given to a group of family offices interested in making investments in media & entertainment at Bloomberg‘s New York offices in October 2016, and focused on sustainable business investment strategies, including: • Content creation and distribution platforms • Emerging technology (e.g. TVE, OTT, AR, MxR, VR, etc.) • Monetization (subscription, PPV, advertising, commerce) • Data analytics and support systems

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Is Customer Experience Cable’s Biggest Advantage?

Posted by in Cable, Customer Experience, Entertainment, Hollywood, Networks, TV Everywhere

  2015 is looking like it will be the beginning of a tipping point in which US consumers will be able to subscribe a la carte to television networks over-the-top (jargon free, that’s HBO, etc. without a cable subscription). Tabling individual feelings about this inevitable shift, cable companies have certain significant advantages over the networks that are about to go direct. This is independent of the apparent consumer desire to “cut the cord,” and it’s the networks that need to be careful in how they transition to include a new, direct-to-consumer,…read more

Hulu’s Creating a Phoenix From Someone Else’s Ashes

Posted by in Advertising, Entertainment, Hollywood, Hulu, TV Everywhere

  Hulu already has an interesting position in the market, often airing shows the day after they appear on broadcast television. For consumers who are no longer tethered to broadcast schedules because of time-shifting (DVRs, etc.) or other means, Hulu has become a big piece of the cord-cutting puzzle. While the television industry is known for its impatience with new program franchises taking time to build audiences, there’s relatively little risk for Hulu to leverage the smaller audiences of shows cancelled mid-season considering its non-linear streaming model. Over the past…read more

The Impact of Content Ecosystems on User Experience

Posted by in Amazon, Apple, Entertainment, Google, Roku, TV Everywhere, User Experience

  It’s no secret that consumers want an alternative to cable. Even heavyweight HBO has responded to the call, announcing earlier this year that they will launch an a la carte digital service in 2015 (details pending). Sister channel Cinemax will likely leverage the platform, and competition will follow in short order. Although an everything on-demand world is amazing for the instant gratification the Internet has provided, it requires a significantly different way of thinking about programming. It’s a great benefit that we no longer have to know a program…read more

Netflix vs. HBO

Posted by in Business, Entertainment, Hollywood, TV Everywhere

Janko Roettgers published an article “Netflix exec: HBO would have many more customers if it sold online-only subscriptions” earlier this week on GigaOM in response to David Wells’ (CFO of Netflix) statement at a Goldman Sachs conference that HBO should be more like Netflix (read: direct to consumer) to grow. Frankly, it’s not that simple and, coming on the heels of Netflix’s recent original programming award wins, this smells a little like a PR play for Netflix to draw a comparison with HBO, especially as Well’s made another comment (unmentioned in…read more

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