Member Mailing: Does $115B+ in Content Spend Reflect Inelastic Demand? Or Marketing Challenges in Streaming, Instead ?

Key Takeaways

• Marketing is emerging as a pain point in direct-to-consumer models in 2022, and streaming is not immune

• Not even Netflix is immune, something we learned from Nielsen's latest The Gauge

• A big emerging question is how the seemingly inelastic demand for content from streamers reconciles with that pain point

• What we perceive as inelastic demand ma…