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The Entertainment Strategy Guy
Have to be honest, I think there are some sloppy word choice in Ben Thompson's latest. Is Netflix a bundler or an aggregator? Thompson has said both. So either the words are synonymous, which is confusing, or they aren't both.
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The Entertainment Strategy Guy Sep 23
Replying to @EntStrategyGuy
I've argued that they're an aggregator. I think that makes a lot more sense; it also belies the risk that they are potentially at risk of being bundled. Because they are!
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The Entertainment Strategy Guy Sep 23
Replying to @EntStrategyGuy
Last point: Netflix's role as an aggregator is also why of the companies Thompson lists, they're in the weakest strategic (straTechegic) position. Since basically any SVOD is also an aggregator, their primary advantage is first mover and a very high Price-to-Cash Flow rate.
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