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Disney’s long-awaited plan to bring it into the 21st century is finally beginning to reveal itself.
The big picture: Its acquisition of AT&T's minority stake in Hulu shows that the entertainment giant is more invested in bundling its services as an attractive alternative to Netflix, rather than building a standalone Netflix killer.
Between the lines:
Be smart: Pricing matters, and analysts are bullish on Disney's $7 monthly bill.
Yes, but: For now, it's worth noting that everyone is losing money in the streaming wars.
The bottom line... Via Adalian: "People need to stop thinking of the streaming wars as a zero-sum game — but it will have some serious and legit competition among folks who want to cut the cord and programming costs."
‘Game of Thrones’ Season 8 premiere Sunday drew a massive 17.4 million viewers, according to HBO, beating out the show's previous record of 16.9 million viewers for the show's finale episode of its seventh season.
Why it matters: One of the last remaining shows that kept appointment TV viewing culture alive is nearing its end.
The bottom line: Thrones fans waited nearly two years for the show's season finale. It remains to be seen if HBO, under its new corporate AT&T structure, will be able to create that type of anticipation again for WarnerMedia's streaming service.
At first look, the ad tech industry, and the related mar tech and data broker industries, look like they're doing fairly well. Most stocks for major publicly-traded firms were up in Q1 of this year, and some by a lot.
Yes, but: The recent collapse of Sizmek, one of the biggest demand side ad platforms, suggests that the positive momentum that these companies appear to have behind them could be challenged by a money bubble that's about to burst.
" There's a perfect storm brewing. In the next 12-15 months, we're going to see more dominos fall. Eventually we will have maximized the elasticity of the market to sustain this and you'll see other companies go down."— Dave Morgan, CEO and founder of Simulmedia
The big picture: Sizmek's bankruptcy declaration last month highlighted the financial instability of the ad tech supply chain.
Go deeper: Read my full piece in the Axios stream.
There is still no sign of relief in Hollywood, where writers have waged war against talent agents for what they say is unfair representation.
Why it matters: Without a deal between the two groups, Hollywood is stuck in a messy limbo that could leave thousands of writers without work and could put hundreds of studio projects on hold.
Details: Writers Guild of America told its 13,000 members to fire their talent agents at midnight last Saturday, unless their agents sign a new "Code of Conduct" agreement that promises they will do away with packaging fees and their stakes in production companies. (Writers think those new business ventures create a conflict of interest for talent agents.)
The Trump campaign is spending 44% of its Facebook ad budget to target users who are over 65 years old, as opposed to Democratic candidates who are only spending 27% of their budget on that demographic, according to data given to Axios exclusively from Billy Pulpit Interactive.
Why it matters: In the wake of huge 2018 Democratic gains among young voters, older voters will be even more critical to Trump's strategy in 2020.
Be smart: The Facebook algorithm will usually optimize ads towards younger voters who are easier to reach, which reinforces the Trump campaign's commitment to consolidate its base with older voters.
Go deeper: See the full ad-targeting breakdown.
Google has begun building out next phase of its advertising business around its ability to track users' location in real-time.
Driving the news: The company has begun publicly talking about its next big money-maker: Maps.
Yes, but: "Scale and location is not just about real-time, it's about receptivity," says Andrew Essex, CEO of Plan A and and author of "The End of Advertising."
smartphone user in New Delhi. Photo: Nasir Kachroo/NurPhoto via Getty Images
Swelling nationalism and religious tensions are coloring two of the world’s largest democratic exercises, in India and Indonesia, thanks in part to incendiary misinformation proliferating on social media.
The big picture: Both countries have among the largest populations of social media users on the planet, and cheap smartphones mean more people are being connected every day.
Screen shot of Lil Nas X from his music video for "Old Town Road" with Billy Rae Cyrus
Twenty-year-old social media star-turned-rapper Lil Nas X has turned country music on its head.