Spotify, Netflix, and Aggregation – Stratechery by Ben Thompson

The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix

Spotify, Netflix, and Aggregation – Stratechery by Ben Thompson Skip to content Spotify, Netflix, and Aggregation Monday, June 27, 2022 When Spotify filed for its direct listing in 2018, it was popular to compare the streaming music service to Netflix, the streaming video service; after all, both were quickly growing subscription-based services that gave consumers media on demand. This comparison was intended as a bullish one for Spotify, given that Netflix’s stock had increased by 1,113% over the preceding five years: The problem with the comparison is that Spotify clearly was a differe

related reading

• Defining Aggregators – Stratechery by Ben Thompsonstratechery.com
• Aggregation Theory – Stratechery by Ben Thompsonstratechery.com
• Netflix and the Conservation of Attractive Profits – Stratechery by Ben Thompsonstratechery.com
• Stratechery by Ben Thompson – On the business, strategy, and impact of technology.stratechery.com
• Aggregation Theory – Stratechery by Ben Thompsonstratechery.com
• Deep Dive into Spotify: How Many Tencent Musics is it Worth? - Longbridgelongbridge.com
• streaming vs listeninggleech.org
• Spotify Shares Now Selling at Less Than the IPO Price 4 Years Agohonest-broker.com
• A Framework for Regulating Competition on the Internet – Stratechery by Ben Thompsonstratechery.com
• The Great Unbundling – Stratechery by Ben Thompsonstratechery.com
• Netflix: Not A Streaming Companyantoniolinares.substack.com
• Spotify SWOT Analysis 2023: An Enjoyable and Detailed Report |swothub.com