Evan Shapiro: The Netflix Bull Case & The Chaotic Future of Media

Thinking on Paper - Your Guide To The Impact Of Emerging Technology On Business And Culture

20-11-2023 • 52 min

Disruptors and curious minds! If you have a Netflix, Disney, Hulu, HBO or Sky subscription, hell, if you watch TV or consume media of any description, this week’s show is for you. There’s no bullshit with Evan Shapiro. He explains the global media landscape with data, facts and precision. Nobody has spent more time exploring entertainment verticals of TV, music, podcasts and social media. From the community strategy of streaming platforms to the user-centric future, he has a formidable and unique insight. And if he doesn't like or agree with the strategy - be it from Disney, Netflix, Hulu, Verizon or the BBC - he’ll explain why it’s wrong, what they should be doing better and what it means for our viewing habits and culture. You’ve seen him on stage, now see him Thinking on Paper. Please Enjoy The Show - - - - - - - - TIMESTAMPS 0:00 Disruptors & Curious Minds 0:45 Our Sponsor Wripple 1:19 Who Is Evan Shapiro? 3:00 Inside Corporate Media 4:52 The Netflix Bull Case 5:45 The Netflix Bear Case 7:17 Shooting The Middle Ground 8:04 Serial Streaming High-End Churners 10:32 Netflix Ad Sales / Active Users 14:27 The User Centric Era 19:51 The Media Apocalypse 21:12 Disintegration of The Triple Play 22:25 Apple's Amazon Prime Competitor 22:55 YouTube Builds 23:57 NY Times Lifestyle Bundles 24:40 Cancelling Subscriptions 27:51 Spotify 28:26 Generation Change 29:15 NY Times Again 30:52 Generation Y & Z 31:39 Microsoft, Google & Apple 34:12 Future Media Trends 35:24 The Community Economy 40:01 LinkedIn Community 40:34 Nvidia G-Force 40:58 YouTube Community 41:24 Latin America & Africa 43:25 Death Stars V Content Creators 47:47 Evan's Book Shelf 49:05 Hot Buttons 49:40 Star Trek: Kirk Or Picard? - - - - - - - - Quotes From The Show “Netflix have more paying subscribers than any other video platform on the face of the Earth. They gained nine million subscribers last quarter and now have a positive cash flow.” “They're a television channel with one revenue stream. In the history of television you have to go back 50 or 60 years to find a truly long term profitable television channel that had one revenue stream. And that was back when there were three channels broadcast.” “I don't like doomed, doomed is hyperbolic. They're not going to go out of business, but they're going to gently become what CBS is now.” “The NY Times has probably one of the best lifestyle bundles, one of the best super aggregation Platforms in media. It’s a really tight package and they're doing it with 10 million subscribers, not 200 million subscribers.” “Younger consumers are much more likely to pay for content than older consumers, but they want to get their money's worth. The best example I can give you is Spotify.” “Apple is facing some issues. First of all they skew to the rich, you know the cost of their products are exorbitant. Every single one of their Hardware products fell in sales in the third quarter except the iPhone, and it only went up 2%.” “60% of the planet's eight to 15 year olds play Minecraft.”  “People on other social media platforms make fun of LinkedIn, but it's the last bastion of Peace in social media. It's the last place in social media where being a douchebag isn't celebrated.” “I think you're going to start to see creators go on strike against platforms like Tik Tok and YouTube and meta to get better shares of revenue.” “What if we start as writers and creators to not assume the apocalypse has happened, but assume that the apocalypse didn't happen and that what society looks like on the other side if we Greenlight more optimism and less apocalypse might we also Inspire the next generation of Roddenberry or Steve Jobs. Might we Inspire more creation and less destruction?” ⛓️ 🔗 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐖𝐢𝐭𝐡 𝐌𝐚𝐫𝐤 𝐀𝐧𝐝 𝐉𝐞𝐫𝐞𝐦𝐲🔗 ⛓️ 🔥Thinking on Paper - http://www.thinkingonpaper.xyz/ 🔥Connect With Mark - https://linktr.ee/markfielding 🔥Connect With Jeremy - https://www.jeremygilbertson.com/

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