Month: April 2019
Licensed, Co-Productions and Wholly-Owned Television Shows…Explained!
A big topic in the streaming world has been who owns what. All I can say is, “Finally!” For many years, we—sort of speaking of the business press, especially the casual observers—have treated all streaming TV shows interchangeably. If Netflix branded a show an “original” for all intents, the press referred to it as an original ...
Most Important Story of the Week and Other Good Reads – 19 April 19: Game of Thrones Adds Viewers in 8th Season
Ever feel like not taking your own advice? I regularly admonish my readers to avoid overhyping single data points. I repeat this piece of guidance when things flop—Solo, The Lego Movie 2, NFL Ratings last season—or when they go skyhigh—most Disney movies, Netflix datecdotes. And now a single data point—the Game of Thrones premiere is ...
My Questions for Netflix’s 2019 Q1 Earnings Call
I did something fun for the first time last week: I emailed questions for a corporate earnings call. Obviously, it was Netflix. I’ll let you know why.. (And I’m under no illusions that I’ll actually have one of these questions asked.) Normally, if you asked me if earnings calls matter, I’d say no. Sure, the ...
Most Important Story of the Week and Other Good Reads – 12 April 19: The Rise of Disney+
The best lingering question from the Disney presentation has nothing to do with Disney: How long until we get these type of details from Comcast-NBCU, AT&T-Warners or Apple? The wild enthusiasm that accompanied Disney’s parade of content is what Apple was going for two weeks ago. But Disney actually did it because, well, they have ...
Who Will Win the Battle for the next “Game of Thrones”? Part I – The Introduction and POCD Framework
(This is an “Appendix” to a multi-part series answering the question: “Who will win the battle to make the next Game of Thrones?” Previous articles are here: Part I: The Introduction and POCD Framework Appendix: Licensed, Co-Productions and Wholly-Owned Television Shows…Explained! Appendix: TV Series Business Models…Explained! Part 1 Appendix: TV Series Business Models…Explained Part 2 Appendix: ...
Porter’s Five Forces…Explained
The trouble with value chains—which I unveiled Monday—is that they don’t stay the same forever. They are constantly changing. Disruption, right? Take filmed entertainment. In 1980, it was just movies and TV, with movies in theaters and TV on broadcast. But home entertainment, cable, digital and the internet have all disrupted those two models. Plus ...
Value Chains…Explained!
2019 is off to a great start for “maps of the entertainment universe”. When I was writing on media consolidation, I wanted to make one of these to help explain this crazy industry in better detail. But I doubt it would have looked as good visualization as this Wall Street Journal visualization I saw on ...
Most Important Story of the Week and Other Good Reads – 5 April 2019: #WGAxit
I’ve been distracted from one part of the entertainment world (the filmed part) because of my deep dive into another (the sports part). But we had BIG news this week. Big enougth to deserve my use of the caps lock key. That’s right, the writers (specifically, the WGA, the Writer’s Guild of America) voted to ...
Opinion – Should the Pac 12 Sell a 10% Equity Stake? Why the Pac 12 CEOs Need a Second Opinion
(This article is Part 3 of my series on the Pac 12, including whether they should have brought on a strategic partner in 2012: Did the Pac 12 Need a Strategic Partner in 2012? Part I at Athletic Director U Did the Pac 12 Need a Strategic Partner in 2012? Part II at Athletic Director ...
Did the Pac 12 Need a Strategic Partner – Director’s Commentary
(This article is Part 3 of my series on the Pac 12, including whether they should have brought on a strategic partner in 2012: Did the Pac 12 Need a Strategic Partner in 2012? Part I at Athletic Director U Did the Pac 12 Need a Strategic Partner in 2012? Part II at Athletic Director ...