David Phillips

Runner, cyclist, cloud-watcher, Christian, father, politics bore.

[Alan Wolk @awolk]

There’s also the thing nobody wants to talk about, which is that streaming is not actually an unprofitable business. It’s that without all those billions from carriage and retrans fees, it’s never going to be anywhere near as profitable as traditional TV. https://t.co/UXDcEG6Gew

[Sound Off Podcast ➡️ Podcast and Broadcast @SoundOffPodcast]

A brand new episode featuring @davidphillips73 from @_NLogic is out! https://t.co/VsgAIxoSAO

[David Phillips @davidphillips73]

worth thinking about connected TV in this context

[Jason Kint @jason_kint]

Pretty brutal set of quotes from Google executives in privacy lawsuit just unsealed. And on the same day as Google’s massive location data settlement. 1/2

[Broadcast Dialogue @BroadcastDialog]

2022 Station of the Year (Major Market) – Presented by @_NLogic:
@KiSS925 (CKIS-FM) Toronto, Rogers Sports & Media
#CanadianRadioAwards

[David Phillips @davidphillips73]

I'm leaving Twitter. Realized a while back I never left the site feeling better than when I went on it. The Musk delusion was the final reason I needed. It's a shame - this place used to be great. Ta-ra!

[zerohedge @zerohedge]

Ex AWS, AMZN had a negative profit margin on over $105 BILLION in sales.

[Daniel @DeeMickSee]

Well @reckless just brutally and honestly took down ‘VR For Enterprise’ as an entire concept, in under a minute here on @verge Cast

https://t.co/6AOi6hhfOD

[MediaPost @MediaPost]

GroupM's Gerber: ACR Providers Are Being Glassholes, Need To Pool Their Data: The head of GroupM's U.S. investment strategy, Thursday called for industry action to get the major TV... https://t.co/o0Oh39EjNj @mp_joemandese

[David Phillips @davidphillips73]

@TroyScott @that_vegan_girl La Planta!

[Masa Capital @MasaSonCap]

Projections below a good vibe check of where we were during the "Netflix will become all of TV" era.

Based on UCAN latest trends they may not even hit the US subs bear case here.

At 73M subs and Canada ~10%, call $NFLX 66M US subs today - and flat to negative for awhile now.

[David Phillips @davidphillips73]

@pwthornton @MikeIsaac it doesn't seem like a very sustainable moat compared to (e.g.) Marvel exclusives. Cheaper to build and launch better UX than produce multiple huge content hits

[NLogic @_NLogic]

Join us for our next webinar on July 6th, where we will be looking at advertising trends and consumer behaviour in the retail category in Canada. https://t.co/NWkDYCBFUP

[David Phillips @davidphillips73]

great people, great organization and a great-looking job for anyone interested in TV now and next

[David Phillips @davidphillips73]

@MrJacobEspi no agenda, no attenda

[David Phillips @davidphillips73]

CTV = cover versions of early digital classics

[ADWEEK @Adweek]

When advertisers purchase connected TV inventory, the content their ads appear next to can be a bit of a black box. https://t.co/vI9Xn4dIzO

[David Phillips @davidphillips73]

@carlmchambers @PiersCross1 hello my friend Carlos! Loved hearing you on this podcast - great words and wisdom

[David Phillips @davidphillips73]

the problem with letting customers cancel easily is that it's easy for customers to cancel

[MediaPost @MediaPost]

#Netflix's US subscription cancels leapt by 1M in Q1, driving up its normally very low #churn rate, per transaction-based data from #Antenna https://t.co/2v3cv1UeuE @KLmarketdaily

[Shane O Leary @shaneoleary1]

A key reason so many retailers are investing in retail media offerings? The lure of high margin ad businesses.

https://t.co/BbkMfbfYr5

[David Phillips @davidphillips73]

@benjaminwittes Pontius Pilate