This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or helpful to understanding the company, industry or economy and are not meant to provide summaries of the full content of the call. Other posts in this series can be found by clicking here. Full transcripts can be found at Seeking Alpha.
“We currently have about 150 million Facebook and Twitter followers. It’s more, as an example, its more than the NFL and its 32 teams combined on a global basis.
John Cena is the number three, most followed North American athlete behind Kobe and Michael Jordan.”
“I don’t know if anybody read Reed Hastings’ recent post, the four, five-page letter kind of on the content industry I thought it was pretty interesting if you’re in content, or you follow it, I think it’s good reading.
But he talked about the way Netflix views competitors and they said, they have competitor in the acquisition for content and then competitor for time. And in the acquisition for content was very narrow. It’s HBO, essentially it’s Netflix views and I’ll get your question, I’ve forgotten.
But in the battle for time, there’s millions of competitors. So when you ask me about MMA. I’m not sure, but there’s a million things that I’m fighting for, it’s video game, it’s cat videos, it’s hundred different shows that people spending their time watching.
So, yeah, MMA’s we don’t view them as a unique competitor, but they are entertainment and they are out there and so, but for us not something that we takes spend a lot of time focusing on.”
“we track ratings across the world and one of the things that you see is when Wade Barrett of English descent is a key storyline contributor, our ratings in the U.K. do better. When one of our Indian superstars is key in storyline, our ratings in India do better. So kind of managing all that is tough. To your question specifically, we talk about it. We don’t think today it makes sense because one of the key value propositions, we believe the reason the show travels internationally is because of catchiness of it, the Americana of it.
I don’t think you can just take it and say all right, let’s take 20 athletic people of X descent, put them in that country and people are going to say it’s WWE. You got to be on TV. You got to be made a star and people then want to see the stars.”
“we’re not particularly good negotiators. We say we’re great partners and average negotiators.”
“The things we liked about Take-Two were really three things. Number one, their focus on quality and it’s measurable. It’s the Metacritic score on games.”
“at the end of it, as I always say, content is pretty easy. You’re aggregating eyeballs, that’s all we’re doing maybe some of the eyeballs are more valuable than others. But at the end of the day you are aggregating eyeballs and you are monetizing it through advertising”