Recode (@recode)

Tech news, analysis and events. Come to Code Conference👇🏻.

484 posts
28.1K followers
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484 posts
28.1K followers
following
The #media landscape used to be straightforward: Content companies — studios — made stuff — TV shows and movies — and sold it to pay TV distributors, who sold it to consumers. Now things are up for grabs.

To help sort this all out, we’ve created a diagram that organizes distributors, content companies and internet video companies by market cap — the value investors assign to the companies — and their main lines of business.

Here’s what the Big Media universe currently looks like. #netflix #comcast #verizon #apple #disney #fox #att #chart #data #hbo #hulu #streaming
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The #media landscape used to be straightforward: Content companies — studios — made stuff — TV shows and movies — and sold it to pay TV distributors, who sold it to consumers. Now things are up for grabs.

To help sort this all out, we’ve created a diagram that organizes distributors, content companies and internet video companies by market cap — the value investors assign to the companies — and their main lines of business.

Here’s what the Big Media universe currently looks like. #netflix #comcast #verizon #apple #disney #fox #att #chart #data #hbo #hulu #streaming
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Today at #SXSW: @karaswisher sat down with Backstage Capital founder @arlanwashere and former Texas State Senator @wendydavistexas to discuss being underestimated, finding the drive, and defying the odds to become successful founders. 
Peter Kafka interviewed CNN’s @brianstelter about how the media covers itself and some lessons on how to cover the 2020 presidential race. He also had some critizims of journalists’ reliance on Twitter and Facebook: "Twitter has become such a sewer. That's not a comfortable place to be. What can media companies build that's better than that? We need to build our own places, so that we're not reliant on Twitter and Facebook.” We have more interviews to come at #SXSW this weekend. Subcribe to Reocde Decode and Recode Media wherever you listen to podcasts to catch these interviews. #VoxMediaDeepEnd #tech #podcasts #media #news #politics #austintexas
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Today at #SXSW: @karaswisher sat down with Backstage Capital founder @arlanwashere and former Texas State Senator @wendydavistexas to discuss being underestimated, finding the drive, and defying the odds to become successful founders.
Peter Kafka interviewed CNN’s @brianstelter about how the media covers itself and some lessons on how to cover the 2020 presidential race. He also had some critizims of journalists’ reliance on Twitter and Facebook: "Twitter has become such a sewer. That's not a comfortable place to be. What can media companies build that's better than that? We need to build our own places, so that we're not reliant on Twitter and Facebook.” We have more interviews to come at #SXSW this weekend. Subcribe to Reocde Decode and Recode Media wherever you listen to podcasts to catch these interviews. #VoxMediaDeepEnd #tech #podcasts #media #news #politics #austintexas
Will you be in Austin this week? Recode will be live from #SXSW. @karaswisher will interview Arlan Hamilton, founder of Backstage Capital and Wendy Davis, founder of Deeds Not Words and former Texas State Senator for a live podcast taping at #VoxMediaDeepEnd on Friday. Follow along on Twitter for highlights or RSVP at voxmediaevents.com/sxsw. And Kara and Recode Executive Editor Peter Kafka will be doing live interviews from the #SXSW stage all weekend.
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Will you be in Austin this week? Recode will be live from #SXSW. @karaswisher will interview Arlan Hamilton, founder of Backstage Capital and Wendy Davis, founder of Deeds Not Words and former Texas State Senator for a live podcast taping at #VoxMediaDeepEnd on Friday. Follow along on Twitter for highlights or RSVP at voxmediaevents.com/sxsw. And Kara and Recode Executive Editor Peter Kafka will be doing live interviews from the #SXSW stage all weekend.
#Snapchat investors, avert your eyes!

It’s been exactly two years since #Snap completed its very successful IPO. Snap had figured out how to reach the young people that #Facebook was no longer capturing; investors hoped Snapchat would give Facebook and its stable of apps like Instagram and Messenger some legitimate competition.

Unfortunately for Snap, that hasn’t happened. In two years, the stock is down about 60 percent from the $24.50 price it closed at on its first day of public trading. It’s not a pretty slide. 
There’s never one reason that a company’s business goes into a tailspin, especially when you take a look across a two-year horizon. But Snap’s issues are actually pretty easy to pinpoint: The company just hasn’t grown the way everyone expected it would. Image: Getty Images. Charts: Rani Molla / Recode. #charts #data #tech
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#Snapchat investors, avert your eyes!

It’s been exactly two years since #Snap completed its very successful IPO. Snap had figured out how to reach the young people that #Facebook was no longer capturing; investors hoped Snapchat would give Facebook and its stable of apps like Instagram and Messenger some legitimate competition.

Unfortunately for Snap, that hasn’t happened. In two years, the stock is down about 60 percent from the $24.50 price it closed at on its first day of public trading. It’s not a pretty slide.
There’s never one reason that a company’s business goes into a tailspin, especially when you take a look across a two-year horizon. But Snap’s issues are actually pretty easy to pinpoint: The company just hasn’t grown the way everyone expected it would. Image: Getty Images. Charts: Rani Molla / Recode. #charts #data #tech
Here's how the definition of “journalist” is changing in one chart. 
Since 2004 — the year Facebook launched and began eating heavily into the advertising revenues of news publications — the share of journalism hires out of all hires has declined 14 percent, according to new annual data from @linkedin. Public relations employees have had it even worse, with steep declines in public relations and communications hires following the recession.

In the meantime, the number of new hires in “content” and “social media” increased at a faster clip than the declines in journalism and PR hiring. This data suggests that many journalism and PR jobs didn’t go away so much as change their names. #charts #data #jobs #media #news #linkedin #employment #tech
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Here's how the definition of “journalist” is changing in one chart.
Since 2004 — the year Facebook launched and began eating heavily into the advertising revenues of news publications — the share of journalism hires out of all hires has declined 14 percent, according to new annual data from @linkedin. Public relations employees have had it even worse, with steep declines in public relations and communications hires following the recession.

In the meantime, the number of new hires in “content” and “social media” increased at a faster clip than the declines in journalism and PR hiring. This data suggests that many journalism and PR jobs didn’t go away so much as change their names. #charts #data #jobs #media #news #linkedin #employment #tech
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@nytimes publisher A. G. Sulzberger is coming to #CodeCon.

Meet someone who is figuring out how to do great journalism and run a media companies with a functional business model at the same time. Sulzberger started running the family business a little more than a year ago, and he has had a full plate ever since. We have questions about all of this, and much more. So we’re delighted that Sulzberger will be joining us onstage at Code this year.

You can join us June 10-12 for that talk and many more at Code’s new location — The Phoenician in Scottsdale, Arizona. #Code #media #tech #event #newyorktimes #NYT #news #politics
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@nytimes publisher A. G. Sulzberger is coming to #CodeCon.

Meet someone who is figuring out how to do great journalism and run a media companies with a functional business model at the same time. Sulzberger started running the family business a little more than a year ago, and he has had a full plate ever since. We have questions about all of this, and much more. So we’re delighted that Sulzberger will be joining us onstage at Code this year.

You can join us June 10-12 for that talk and many more at Code’s new location — The Phoenician in Scottsdale, Arizona. #Code #media #tech #event #newyorktimes #NYT #news #politics
#Billionaires are on defense these days — academics, liberals, and even some billionaires are questioning whether they should even exist. And it appears that a lot of Americans agree. 
About three-quarters of opinionated posts on Twitter, Tumblr, and Reddit as well as on a variety of other blogs, comment sections, and forums about billionaires have been negative recently — similar to what the conversation was like around 2009.

One theory: It has less to do with Elizabeth Warren and more to do with Donald Trump.
#data #charts #tech #media #socialmedia #politics
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#Billionaires are on defense these days — academics, liberals, and even some billionaires are questioning whether they should even exist. And it appears that a lot of Americans agree.
About three-quarters of opinionated posts on Twitter, Tumblr, and Reddit as well as on a variety of other blogs, comment sections, and forums about billionaires have been negative recently — similar to what the conversation was like around 2009.

One theory: It has less to do with Elizabeth Warren and more to do with Donald Trump.
#data #charts #tech #media #socialmedia #politics
Happy 15th birthday, @facebook. 
#Facebook’s first 15 years were defined by one metric: User growth. Today, the social giant has collected more users than there are followers of Christianity.

But Facebook’s growth story looks like it’s about to change. The social network’s massive user base is its greatest competitive advantage, but it has also become a potential problem. It’s also clear that Facebook’s growth is nearing a plateau, at least in established markets like the United States and Canada. 
Facebook is facing a new reality: A company that has been defined by user growth — both through its own mission and its relationships with partners and investors — may suddenly need a new identity. #facebook15 #charts #data #tech #socialmedia #thesocialnetwork #markzuckerberg #anniversary (📸 credit: archive.org)
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Happy 15th birthday, @facebook.
#Facebook’s first 15 years were defined by one metric: User growth. Today, the social giant has collected more users than there are followers of Christianity.

But Facebook’s growth story looks like it’s about to change. The social network’s massive user base is its greatest competitive advantage, but it has also become a potential problem. It’s also clear that Facebook’s growth is nearing a plateau, at least in established markets like the United States and Canada.
Facebook is facing a new reality: A company that has been defined by user growth — both through its own mission and its relationships with partners and investors — may suddenly need a new identity. #facebook15 #charts #data #tech #socialmedia #thesocialnetwork #markzuckerberg #anniversary (📸 credit: archive.org)
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Former @nytimes editor Jill Abramson says she fears that tech giants taking over the media landscape don’t fully understand that “journalism is fundamental to saving democracy” on today's Recode Media podcast. Abramson’s new book Merchants of Truth profiles the New York Times, the Washington Post, Vice, and BuzzFeed. Link in our story to today's episode. Subscribe on #itunes, #spotify or wherever you listen to #podcasts.
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Former @nytimes editor Jill Abramson says she fears that tech giants taking over the media landscape don’t fully understand that “journalism is fundamental to saving democracy” on today's Recode Media podcast. Abramson’s new book Merchants of Truth profiles the New York Times, the Washington Post, Vice, and BuzzFeed. Link in our story to today's episode. Subscribe on #itunes, #spotify or wherever you listen to #podcasts.
What’s happening to the world’s economy? What’s going to happen to the world’s economy? And what will that mean for #technology companies in #SiliconValley and the rest of the planet? There’s someone we’d like to hear answer those questions: 
We're bringing #GoldmanSachs CEO David Solomon to #CodeCon this year for a wide-ranging — and, as always, unrehearsed and on-the-record — conversation. Join us on June 11-12 in #Code’s new location — The Phoenician in Scottsdale, Arizona. Link in bio. #tech #media #politics #events
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What’s happening to the world’s economy? What’s going to happen to the world’s economy? And what will that mean for #technology companies in #SiliconValley and the rest of the planet? There’s someone we’d like to hear answer those questions:
We're bringing #GoldmanSachs CEO David Solomon to #CodeCon this year for a wide-ranging — and, as always, unrehearsed and on-the-record — conversation. Join us on June 11-12 in #Code’s new location — The Phoenician in Scottsdale, Arizona. Link in bio. #tech #media #politics #events
@google, @amazon, and @facebook spent record amounts to influence the US government in 2018. They poured a combined $48 million into lobbying last year — up 13 percent from 2017, according to new government disclosures. 
#Google’s, #Amazon’s, and #Facebook’s #lobbying efforts largely go toward market and data regulation issues

Google, Amazon, and Facebook spend a majority of their lobbying on in-house lobby teams. Of course, spending millions of dollars on lobbying is basically a rounding error for these tech companies, whose profits are in the billions.
Head to Recode.net to see how #Microsoft and @Apple's lobbying spends have changed. 
#data #tech #charts #media #governement #washington #congress #politics
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@google , @amazon , and @facebook spent record amounts to influence the US government in 2018. They poured a combined $48 million into lobbying last year — up 13 percent from 2017, according to new government disclosures.
#Google’s, #Amazon’s, and #Facebook’s #lobbying efforts largely go toward market and data regulation issues

Google, Amazon, and Facebook spend a majority of their lobbying on in-house lobby teams. Of course, spending millions of dollars on lobbying is basically a rounding error for these tech companies, whose profits are in the billions.
Head to Recode.net to see how #Microsoft and @Apple 's lobbying spends have changed.
#data #tech #charts #media #governement #washington #congress #politics
@facebook thinks the @nytimes’ coverage of it has gotten more critical. It has.

Sentiment in the #Times’ coverage of Facebook has been, on average, almost exclusively negative since the 2016 #elections, according to new data analyzed by researcher Joe Hovde, a full-time data analyst at a retail tech company. 
That’s a turnaround from the paper’s Facebook coverage in the four years leading up to Donald Trump’s election, and it has continued into 2019. 
#charts #data #tech #media #facebook #NewYorkTimes #NYT #nytimes
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@facebook thinks the @nytimes ’ coverage of it has gotten more critical. It has.

Sentiment in the #Times’ coverage of Facebook has been, on average, almost exclusively negative since the 2016 #elections, according to new data analyzed by researcher Joe Hovde, a full-time data analyst at a retail tech company.
That’s a turnaround from the paper’s Facebook coverage in the four years leading up to Donald Trump’s election, and it has continued into 2019.
#charts #data #tech #media #facebook #NewYorkTimes #NYT #nytimes
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#Snapchat’s biggest problem isn’t @instagram, it’s the constant executive turnover. 
By our count, 10 Snapchat executives who reported directly to CEO @evan_spiegel have left the company since mid-2017. It’s almost unheard of to see that amount of turnover in that short a time, especially for a young company fresh off an IPO. 
This week, CFO Tim Stone announced he was departing. It was a surprising announcement and Snap's stock fell nearly 14 percent on the news. Spiegel has been lauded as a product genius, and he’s incredibly smart and can be very charming. But he demands loyalty and subscribes to the idea that you hire slow and fire fast. Not everyone is cut out to work in that environment. #evanspiegel #charts #data #tech #IPO #snapchats
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#Snapchat’s biggest problem isn’t @instagram , it’s the constant executive turnover.
By our count, 10 Snapchat executives who reported directly to CEO @evan_spiegel have left the company since mid-2017. It’s almost unheard of to see that amount of turnover in that short a time, especially for a young company fresh off an IPO.
This week, CFO Tim Stone announced he was departing. It was a surprising announcement and Snap's stock fell nearly 14 percent on the news. Spiegel has been lauded as a product genius, and he’s incredibly smart and can be very charming. But he demands loyalty and subscribes to the idea that you hire slow and fire fast. Not everyone is cut out to work in that environment. #evanspiegel #charts #data #tech #IPO #snapchats
@netflix has finally shared (some of) its audience numbers for its TV shows and movies. Some of them are huge: 
#Netflix estimates that it now accounts for 10 percent of TV screen time in the US, a signal to Wall Street about how much growth it has left. ▶️
The streaming service added more than 11 million customers last quarter, bringing their total subscriber count to 148.5 million. #charts #data #media #birdbox #bodyguard #netflixmovies
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@netflix has finally shared (some of) its audience numbers for its TV shows and movies. Some of them are huge:
#Netflix estimates that it now accounts for 10 percent of TV screen time in the US, a signal to Wall Street about how much growth it has left. ▶️
The streaming service added more than 11 million customers last quarter, bringing their total subscriber count to 148.5 million. #charts #data #media #birdbox #bodyguard #netflixmovies
@glossier wants to rekindle the “humanity of things and the connections you feel with people” while shopping. "One thing that I’m very, very excited for is to create this new paradigm of commerce that is much more emotional. So, in some ways, I think @amazon really solved buying, but it killed shopping in the process. And increasingly, the sort of humanity of things and the connections you feel... and the kind of human experiences are going to I think be harder and harder to come by," CEO @emilywweiss told @karaswisher on Monday. Listen to the Recode Decode podcast, link in our story. Or listen to the episode on #iTunes, #Stitcher or wherever you listen to #podcasts. #commerce #glossier #tech #amazon #shopping #recodedecode #podcast #news
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@glossier wants to rekindle the “humanity of things and the connections you feel with people” while shopping. "One thing that I’m very, very excited for is to create this new paradigm of commerce that is much more emotional. So, in some ways, I think @amazon really solved buying, but it killed shopping in the process. And increasingly, the sort of humanity of things and the connections you feel... and the kind of human experiences are going to I think be harder and harder to come by," CEO @emilywweiss told @karaswisher on Monday. Listen to the Recode Decode podcast, link in our story. Or listen to the episode on #iTunes, #Stitcher or wherever you listen to #podcasts. #commerce #glossier #tech #amazon #shopping #recodedecode #podcast #news
You can now pay $16 for a @netflix subscription — double its original price from 12 years ago. 
The price of premium service, which now includes high-definition streaming on up to four devices, jumped up $2 to $15.99, while a basic subscription price rose for the first time to $8.99.

The hikes will help #Netflix pay for its ever-increasing content bill. Investors think that’s a good idea — the stock rose 6.5 percent yesterday and analysts released a bunch of optimistic ratings. #tech #data #chart #media #streaming #netflixmovies #netflixshows
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You can now pay $16 for a @netflix subscription — double its original price from 12 years ago.
The price of premium service, which now includes high-definition streaming on up to four devices, jumped up $2 to $15.99, while a basic subscription price rose for the first time to $8.99.

The hikes will help #Netflix pay for its ever-increasing content bill. Investors think that’s a good idea — the stock rose 6.5 percent yesterday and analysts released a bunch of optimistic ratings. #tech #data #chart #media #streaming #netflixmovies #netflixshows

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