Ironically, I think our notion that streamers can’t disaggregate who is subscribing for what is really a comment on how not-well managed these businesses are at their base: no one (except maybe Amazon) has more data about each individual subscriber and its usage than streamers. That they haven’t been collecting and/or learning how to use…
Ironically, I think our notion that streamers can’t disaggregate who is subscribing for what is really a comment on how not-well managed these businesses are at their base: no one (except maybe Amazon) has more data about each individual subscriber and its usage than streamers. That they haven’t been collecting and/or learning how to use it seems to me to be a symptom of fundamental lack of strategic management. Maybe the older generation of managers doesn’t know how to use “big data” and maybe the younger generation is so used to throwing free money at stuff and/or chasing Street approval for stock price that they haven’t thought about it. But, my oh my, never was there a bigger set of data just waiting for strategic analysis!
Ironically, I think our notion that streamers can’t disaggregate who is subscribing for what is really a comment on how not-well managed these businesses are at their base: no one (except maybe Amazon) has more data about each individual subscriber and its usage than streamers. That they haven’t been collecting and/or learning how to use it seems to me to be a symptom of fundamental lack of strategic management. Maybe the older generation of managers doesn’t know how to use “big data” and maybe the younger generation is so used to throwing free money at stuff and/or chasing Street approval for stock price that they haven’t thought about it. But, my oh my, never was there a bigger set of data just waiting for strategic analysis!
This! It should be easy to track what individual accounts are watching. After all, the stream is being delivered to the subscriber.