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The Financial Times Meets Paywall 3.0
The lesson from the FT is simple: growth no longer comes from people making assumptions. You’re never going to outthink the data.
Should I Stay or Should I Go? The Perils of Repricing
The companies that win are better at maintaining their price-value alignment by adjusting at the speed their market actually moves.
Usage Versus Seats: Has The Pricing Pendulum Swung Back?
Is the industry’s consumption-hype cycle winding down?
Who Will Win the Warner Bros. Battle? (Hint: Probably Not Subscribers)
Everyone's debating IP libraries, market share, and whether consolidation kills theatrical releases. Those are legitimate concerns. But here's what's missing from the conversation: the implicit contract between these companies and their subscribers is about to be rewritten, and no one is asking for subscriber input.
The Financial Times Meets Paywall 3.0
Should I Stay or Should I Go? The Perils of Repricing
Usage Versus Seats: Has The Pricing Pendulum Swung Back?
Who Will Win the Warner Bros. Battle? (Hint: Probably Not Subscribers)
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