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Kyle Hagee

๐Ÿ‘ค Speaker
1287 total appearances

Appearances Over Time

Podcast Appearances

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

What I kind of think about it is, it's very similar to pay-per-view boxing, but you actually capture the customer theoretically forever. So using this as a top of funnel to gain new subscribers, but then they don't just go away. Now they're subscribed to your platform.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

What I kind of think about it is, it's very similar to pay-per-view boxing, but you actually capture the customer theoretically forever. So using this as a top of funnel to gain new subscribers, but then they don't just go away. Now they're subscribed to your platform.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

And I'm sure Netflix is going to pull the data on which of these live sports are the best for attention long-term and then double and triple down on those. I think this is a really powerful move by Netflix as a new funnel to get new subscribers.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

And I'm sure Netflix is going to pull the data on which of these live sports are the best for attention long-term and then double and triple down on those. I think this is a really powerful move by Netflix as a new funnel to get new subscribers.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

And I'm sure Netflix is going to pull the data on which of these live sports are the best for attention long-term and then double and triple down on those. I think this is a really powerful move by Netflix as a new funnel to get new subscribers.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

I think they're going to continue going into live sports, because that is the one thing that linear TV has always said, we still have live sports, it's going to keep people buying these large cable packages. Netflix is now moving into that territory. I think it's a great expansion by the company. Let's move on to this Coach Tapestry merger news.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

I think they're going to continue going into live sports, because that is the one thing that linear TV has always said, we still have live sports, it's going to keep people buying these large cable packages. Netflix is now moving into that territory. I think it's a great expansion by the company. Let's move on to this Coach Tapestry merger news.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

I think they're going to continue going into live sports, because that is the one thing that linear TV has always said, we still have live sports, it's going to keep people buying these large cable packages. Netflix is now moving into that territory. I think it's a great expansion by the company. Let's move on to this Coach Tapestry merger news.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

In 2023, we learned that Lena Kahn doesn't like luxury. No, I'm not talking about handbags. I'm talking about the companies that own the companies that own the handbags. Now, if you remember in 2023, the FTC sued Coach parent company Tapestry and Versace parent company Capri to stop them from merging, citing it would decrease competition in the marketplace.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

In 2023, we learned that Lena Kahn doesn't like luxury. No, I'm not talking about handbags. I'm talking about the companies that own the companies that own the handbags. Now, if you remember in 2023, the FTC sued Coach parent company Tapestry and Versace parent company Capri to stop them from merging, citing it would decrease competition in the marketplace.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

In 2023, we learned that Lena Kahn doesn't like luxury. No, I'm not talking about handbags. I'm talking about the companies that own the companies that own the handbags. Now, if you remember in 2023, the FTC sued Coach parent company Tapestry and Versace parent company Capri to stop them from merging, citing it would decrease competition in the marketplace.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

And now the brands have officially called off the merger, and they're actually pursuing different goals to achieve their desired growth. Tapestry, which owns, again, a number of brands, coach Kate Spade, actually said it was going to do stock buybacks. They're doing a $2 billion stock buyback program.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

And now the brands have officially called off the merger, and they're actually pursuing different goals to achieve their desired growth. Tapestry, which owns, again, a number of brands, coach Kate Spade, actually said it was going to do stock buybacks. They're doing a $2 billion stock buyback program.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

And now the brands have officially called off the merger, and they're actually pursuing different goals to achieve their desired growth. Tapestry, which owns, again, a number of brands, coach Kate Spade, actually said it was going to do stock buybacks. They're doing a $2 billion stock buyback program.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

Capri, the owner of Versace, Michael Kors, Jimmy Choo, on the other hand, said it was going to focus more on remarketing efforts, changing its retail footprint, and kind of aligning product offerings to new consumer preferences. So, very different strategies. How is the market responding to this news? Tapestry shares soared. Capri shares are down.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

Capri, the owner of Versace, Michael Kors, Jimmy Choo, on the other hand, said it was going to focus more on remarketing efforts, changing its retail footprint, and kind of aligning product offerings to new consumer preferences. So, very different strategies. How is the market responding to this news? Tapestry shares soared. Capri shares are down.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

Capri, the owner of Versace, Michael Kors, Jimmy Choo, on the other hand, said it was going to focus more on remarketing efforts, changing its retail footprint, and kind of aligning product offerings to new consumer preferences. So, very different strategies. How is the market responding to this news? Tapestry shares soared. Capri shares are down.

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

Personally, I just don't think the companies should emerge because Coach and Versace obviously clash. But what do I know? And what's your take on this luxury merger call-off story?

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

Personally, I just don't think the companies should emerge because Coach and Versace obviously clash. But what do I know? And what's your take on this luxury merger call-off story?

Morning Brew Daily
Meta Heading to Antitrust Trial Over IG, Whatsapp & Disney+ Rallies With 4.4M Subs

Personally, I just don't think the companies should emerge because Coach and Versace obviously clash. But what do I know? And what's your take on this luxury merger call-off story?