OTT.X reposted this
Read more for insights from Laura Martin, CFA, CMT during the #FutureVideo24 Special Session: The Future of Streaming, From a Wall Street POV Laura Martin, CFA, CMT, Managing Director, Senior Internet & Media Analyst, Needham & Company ⭐ If all the streaming services are global entertainment businesses you will bury a service that is only US focused ⭐ What we do in America is we let the technology run, and we build an industry to fix it. ⭐ One of the big problems with media generally is fracturing audiences. Sports aggregates audiences and that is really rare. Personalization takes that narrow casting and that makes it worse and worse for advertisers, but it does bring new advertisers, but it also invites fraud and is bad on measurement. Advertisers need reach, but reach is getting harder and harder to find, but personalization is making that worse. ⭐ A smart CEO is a fast follower. They see what others are doing to bring in revenue and they go out and try to do that.