Adam Kessler

NBCU Strategy

[Adam Kessler @AdamBKessler]

@kyalbr I would add Chris Melisandri as well

[Adam Kessler @AdamBKessler]

@AmtrakAlerts Can we exchange our tickets for a train tomorrow morning from NY to Boston? We cannot reach any customer service in person or on the phone to find out

[Adam Kessler @AdamBKessler]

@JBFlint There could theoretically be a way without disrupting packages: combine in-market rights to games on RSNs with out of market rights at the league to create a new national package.

[Adam Kessler @AdamBKessler]

@stratechery @benthompson question re the Suns example. In this case, there is a content bifurcation, between the OTA/streaming platform and PayTV. your other examples still had all the content in one place. Do you think that’s an issue for consumers?

[Adam Kessler @AdamBKessler]

@Lucas_Shaw Out of curiosity, what actual synergies do you see with UFC? I know they are both live events, but where could one cut costs/ create incremental value from that?

[Adam Kessler @AdamBKessler]

@ZBrook @FFToday Burrow or Tua standard QB scoring #AskFFT

[Adam Kessler @AdamBKessler]

@loudmouthjulia as you stated, the creative point may be pretty powerful here. HoD characters are more developed and an ep can be tense/sad/funny, whereas RoP feels one-note. Those two things drive audience investment, leaves us thinking abt the ep/ssn after it’s over

[Adam Kessler @AdamBKessler]

@vys @benedictevans i don’t think consistent quality is an example of a network effect.the more people using weworks around the world didn’t make my experience at my wework incrementally better.

[Adam Kessler @AdamBKessler]

@Lucas_Shaw also “IP” isn’t just a franchise,
it can be fostering and elevating talent like jordan peels for example. building communities around IP puts power in the fans’ hands and creates something much more powerful.

[Adam Kessler @AdamBKessler]

@Lucas_Shaw entertain and inform the world. local and balanced news (real discussions). build communities of fans around beloved IP (film, TV, experiences, podcasts, commerce, gaming). mix of sub and ad models for maximum customer choice. play in OTT video aggregation if possible

[Adam Kessler @AdamBKessler]

@_wayneburkett NYC hobbies: volunteering at food shelters, going to the beach, the opera, the symphony, seeing new exhibits at world-class museums and galleries, learning about other peoples cultures by visiting neighborhoods, playing sports, group art (pottery, filmmaking, drawing)…and sushi

[Adam Kessler @AdamBKessler]

@benedictevans as people noted, the smartphone fueled past growth. cloud gaming on TVs will fuel future growth bc it unlocks a larger TAM of new gamers: non-gamers w TVs who want non-mobile style games. i think cloud does more for revenue and engagement than it does for overall reach though

[Adam Kessler @AdamBKessler]

@pxpyyyy @1angrymuffin @andrewkimmel can you support this with data? among the top US games are FIFA, NBA 2K, Madden, minecraft and animal crossing. im not sure shooters are more popular in US vs Asia

[Adam Kessler @AdamBKessler]

@nytimes @AsteadWesley @sangerkatz are there any articles being written about how we can help? what can we do with our time or money to help people?

[Adam Kessler @AdamBKessler]

@loudmouthjulia 100% agree. the cheesy carpeting, random broken arcade games in a corner, bad food etc. i think in certain locations people would be willing to pay up or even subscribe to a membership to a theatre. i gladly pay more for the alamo experience.

[Adam Kessler @AdamBKessler]

@EntStrategyGuy @janicemin nflx prob agrees w you but it doesn’t make sense to me since nflx content is differentiated vs rokus service isn’t and has low switching cost. maybe nflx fears the short-term impact on stock price from the churn. i assume @benthompson wrote / will write an essay about this

[Adam Kessler @AdamBKessler]

@Charlie_Boss @HowieLongShort pure DTC is not the right answer for any sports league. TAM is too small and larger broader streamers will be can drive higher ARPU off of each sub bc those subs will watch other content / reduce churn. so the streaming licensing fee to a league will always > DTC EBITDA

[Adam Kessler @AdamBKessler]

@jkhamlin @ftballandchrdad @Iatse51_Grady @DanCrenshawTX what’s bogus about this? https://t.co/AeLHsNAd3j

[Adam Kessler @AdamBKessler]

@NYMMA9 @Fawehinmi @paybackink @DanCrenshawTX except it really is. it’s keeping people out of hospitals which is crucial to helping our fellow american healthcare workers

[Max Boot 🇺🇦🇺🇸 @MaxBoot]

Hard to imagine a more dramatic illustration of why everyone needs to be vaccinated (and with 3 shots). This is NYC: hospitalizations spiking among the unvaccinated but flat among the vaccinated. https://t.co/uH7K8n7wva (hat tip to ⁦@powellnyt⁩).