Mobile Fix — July 26

Beach Edition — a little lighter than usual as our beach holiday has — for once — coincided with beach holiday weather — even in Cornwall. So I am sharing what I am reading and the key news, but not too much in terms of views.

There is one thing I’d like you all to read; some personal news as I close out my time with TMK and go back to being independent after the summer. I am keen to talk and plot with potential collaborators, partners and clients so do get in touch if you think we could help each other in any way. More to follow as I develop my plans.

Dollar Bill Ya’ll

Facebook earnings better than expected — shares are up over 50% in 2019

The money shot is their success at holding DAUs constant in the US — we wonder how that breaks down for Instagram? The full investors deck is here

Snap post record user growth and added 13m DAU — where does the time these people now spend on Snap come from? Much better revenue too — full stats here

I am fascinated by Vertical Video — the new scripted series that are featuring on Snap, Facebook Watch etc so was heartened by this quote from the results;

90% of Snapchatters who completed the first season of “Endless Summer,” a Snap Original produced by Bunim/Murray Productions, went on to watch season two in its first month.

Snap are commissioning new shows and looking at celebs like Arnie and Selena Wiliams as well as Internet Creators

newTV

Britbox launch plans revealed — to me it’s underwhelming and why ad free? ITV excel at selling ads — and have little experience selling subscription. I predict that within 12 months there will be ads on Britbox. The take from Variety is good

The FT argues that ITV need more & better shows than Love Island to compete

The FT also look at Disney as a predator in the media business

And the NYT ask just how big is YouTube?

Email Newsletters

As you make have noticed email newsletters are in vogue right now. VC form A16Z have invested in Substack and their announcement is a good summary of the sector.

Vanity Fair cover the Substack news and think we are at peak newsletter — the timing of which is slightly bitchy as it coincides with the launch of the new email newsletter by Graydon Carter — former editor of Vanity Fair.

For another project I was digging back and found our first Fix was in February 2010 — so slightly ahead of the pack. Hopefully our plans for evolving Fix will keep us ahead.

DTC

Reddit’s Alexis Ohanian: “Data and creativity are not mutually exclusive” Amen

Why are Digitally Native Brands Revolutionizing Retail, and Why No Brand is Safe

Good thread on DTC brands diversification

Good thread on DTC brands and advertising

VC on How to Build a Breakout Brand

Retail

Nike goes the distance with omni-channel retail transformation

The Next Level of Personalization in Retail

Beyond shelf space: As DTC brands grow up, multi-brand retailers are shifting strategies

Walmart CEO praises Amazon and reveals what he admires most about the tech giant

Alibaba welcomes U.S. small businesses to sell globally on its platform

Omnichannel Is Dead. The Future Is Harmonized Retail

Retailers. Own The Audience

The future of holding companies will be built around audiences, not industries

Iconic brands lose their luster

Five Chinese high street fashion brands to watch as they go global

China

One of the new areas I plan to focus on is scripted IP for the platforms and whilst my mandarin is poor I have been watching these Chinese dramas;

Chinese vertical dramas made for phone viewing show the future of mobile video

ByteDance spurs TikTok’s global expansion by snapping up music tech from AI start-up Jukedeck

China’s short video apps are expanding into longer formats

Quick Reads

Good Benedict Evans post on computers that can see

The latest Data report from SimonKemp — essential data

PE giant Blackstone invests in mobile ad tech

Brands are demanding more personalised creative — As we know from Spirable

The Fall Of Mic Was A Warning -Digital news isn’t easy

The FT say Apple Watch must not become big brother

I spent 24 hours living on SoftBank services like Uber, WeWork, and Oyo

More on how gig economy workers are exploited by their employers

The 26-year-old woman behind Facebook’s plan to make its own currency

Mirror owner in talks to buy Johnston Press assets like the Yorkshire Evening Post. So much potential to improve my user experience when checking the latest Leeds United news — get rid of the pop up ads, Google surveys, outstream video windows and Taboola nonsense.

Flashes and Flames ask Can magazines and newspapers save each other?

Excellent thread on the rise of privacy and how only Apple is well positioned

The ultimate guide to social commerce

The Definitive Resource For Takeaways From Cannes

Finally …make time to watch the Great Hack on Netflix. Good learning on how Facebook can work extremely well — albeit here by bad actors. Likely ramifications for Politics and for Privacy.

Fix is my thinking rather than that of MediaKitchen. We now have over 6400 subscribers across Google, Facebook, Snap, Amazon etc as well as many VCs, Brands and Agencies

If you enjoy reading Fix please share it with anyone and everyone you think might be interested They can sign up for the email here.

We are keen to build the Fix family so please do share — and if you share anything from Fix on social a hattip to @SimonBigPicture would be appreciated.

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Pattern Recognition / Strategy / Consulting / Creative Thinking from Simon Andrews — Sharing knowledge through our email newsletter Mobile Fix every Friday

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Pattern Recognition / Strategy / Consulting / Creative Thinking from Simon Andrews — Sharing knowledge through our email newsletter Mobile Fix every Friday

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