In Q3 2020 Earnings, Ecosystems and Genre Drive Scale for Streaming Services
Ecosystems monetizing users in multiple ways, and genre-focused models scale better than legacy media streaming models and bundles
I think that after Q3 2020 earnings, this is the market moment when we start to see the IAC MGM Resorts Hypothesis kick in and prove itself out: specifically, ecosystems where streaming subscribers are monetized in multiple ways will scale better than other legacy media streaming models.
Why do I think this and why now?
There are three reasons:
The Streami…