Month: August 2019

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Most Important Story of the Week and Other Good Reads – 30 August 2019: The Rain in Spain is Streaming

My weekly column this week was initially about Disney+ library content. And surely, you saw how that turned into 5,000+ words of speculation. As a result, I’m going to go a bit quicker of an update this week. I kept returning to one article that inspired several ideas, so let’s make that the story of ...

Is Disney+ Too Kids Focused? Part II on My Thoughts on Disney+’s Catalogue

One of the goals of my website is to try to hold myself to a process. A process means I let the data guide my opinions, not fit new data or anecdotes into preconceived narratives. A good example of this comes from last weekend’s D23 Expo. This picture circulated widely of lines at kiosks to ...

Is Disney Bringing Back the Vault? My Analysis on the Strategic Implications of Disney+ Content Library

If the streaming wars were a medieval war, original content are the mounted knights. Especially the pricey TV series. Like knights of the medieval ages, these extremely expensive weapons will likely win the war for one side or the other. This would make the siege engines the tech stack and distribution infrastructure. The logistics supplying ...

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Most Important Story of the Week and Other Good Reads – 23 August 2019: Apple+ and The Case of the Missing Content Library

Last week, I tried to solve the mystery of who killed Game of Thrones. Well, throw on the trenchcoat and Fedora because I have another mystery. This time a missing person, er, library. The Most Important Story of the Week – Apple’s Non-Existent Library My theory of the case is pretty simple: It is BANANAS ...

On Content Arms Dealers, Aggregation and the Perfect Bundle: What Is/Should Be ViacomCBS’ Competitive Advantage?

Let’s get right into Part II of my a quest to find SuperCBS’ competitive advantage. (Reminder: SuperCBS is my nickname for ViacomCBS.) Competitive Advantage: Become a Content Arm’s Dealer Why? I’ll be honest, I didn’t come up with this on my own. I first read it on Twitter by Rich Greenfield. Then I heard it ...

What Is/Should Be SuperCBS’ Competitive Advantage?

Competitive advantage is tricky. In a nutshell, it’s a business’ unique attributes that give it an edge. If you don’t like that definition, here’s the Wikipedia article. I looked in my strategy textbook to find a simple definition—again, I’m standing on the shoulder of giant’s here—but couldn’t find a simple one sentence definition. Here’s the ...

Most Important Story of the Week and Other Good Reads – 16 August 2019: It’s Not The Size of the Merger That Counts, but How You Use It

It’s tough to stand out in the crowd of reporting this week on the Viacom-CBS merger. I was primed to pass strategic judgement on the merger, but don’t feel quite ready to do that (yet). Instead, let’s try the good ol fashioned Entertainment Strategy Guy slightly different take.  The Most Important Story of the Week ...

A TV Murder Mystery: Who Killed Game of Thrones?

Most of the time, when Hollywood kills off one of its TV shows, we know why. The ratings had been sinking or the talent asked for too much money. (Or recently, it was produced by a rival TV network/conglomerate.) And yet, HBO killed off Game of Thrones, a TV series that was getting more popular ...

Read My Latest at Decider: “‘The Boys’ Is a Hit for Amazon, But What Does That Mean?”

Last week, I threw up a quick Twitter thread on The Boys and I just turned it into a full article for Decider.  (And it’s short for me, about 800 words.) So take a read and share on social media! Appreciate it in advance. Of course, trying to judge if a series is performing well ...

Most Important Story of the Week and Other Good Reads – 9 August 2019: We Have a (Disney) Bundle!

When a company beats quarterly expectations, the CEO usually celebrates it. When the company misses–as Bob Iger’s Disney did this quarter, well–the CEOs say they don’t care about expectations. I agree with the latter position, though I wouldn’t celebrate beating expectations either! For box office or earnings, it’s what’s actually happening that matters, not the ...