Why Disney+’s surge in profit is a warning for streaming rivals
An analysis of Disney’s profit rebound that reframes success as a warning—showing how cost discipline, consolidation, and strategic retreat may define the next phase of the streaming wars, not endless growth.
How Spotify delivered a profitable combo despite advertising slowdown
An examination of Spotify’s path to profitability that looks beyond ad demand, showing how pricing power, product mix, and strategic restraint mattered more than chasing growth in a soft market.
Debbie Morrison interview: The doyenne of due diligence who broke advertising’s ‘good chap’ model
A profile of one of UK advertising’s most consequential industry architects. The interview explores how rigorous due diligence disrupted advertising’s gentlemanly assumptions—reshaping agency accountability, M&A scrutiny, and the power dynamics behind deals that once relied on trust alone.