Robert Lasky

Social Goes Hollywood and What That Means for Investing in Media & Entertainment

Posted by in Advertising, Entertainment, Hollywood, Instagram, Investing, Networks, Snapchat, Social Media

Several weeks ago, I discussed how the rapidly evolving digital landscape is changing traditional, and creating new, media and entertainment investment opportunities at Opal’s Family Office & Private Wealth Management Forum. Digital audiences have shifted how and where they consume content, and streaming services have evolved into award-winning production studios. Possibly more important is looking at the consumption habits of younger demographics like Generation Z. This generation is bigger than the baby boomers, they are constantly connected to screens with access to content, and they have new ideas about their…read more

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

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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