Month: August 2020

Most Important Story of the Week – 28 Aug 20: Are Theaters Back?

This week started off slow, but man what a finish. Kevin Mayer left TikTok? That’s buzzy. The NBA players boycotted their games? Wow, that’s a big deal. But neither are the most important story of the week. That honor belongs to the theaters slowly returning to business. This is a $42.5 billion dollar industry globally ...

Who Will Win the Battle for the next “Game of Thrones”?: How “People” Change the Odds of Success

(This is another entry 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: ...

Most Important Story of the Week – 21 Aug 20: The Apple/SuperCBS Bundle Arrives

The biggest story of the last two week’s is “Apple v Fortnite”. Yet, for the second week it hasn’t made this list. Like the AT&T-Warner Bros. merger or the Disney-Fox merger, this is a seismic event we can tell will change things in the moment. However, that “moment” will last months, not years. It is ...

Visual of the Week – The Biggest Broadway Musicals of the 2010s

Well, the race is on to get your Broadway musical. First, Disney set the standard with Hamilton. Now, Netflix is fast on their heels, getting the rights to a Princess Diana musical. This got me wondering, especially the Hamilton news, about how big was Hamilton in the 2010s? Was it the biggest live musical show ...

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Is Antitrust the New Deregulation?: The Strategic Implications of Ending the Paramount Consent Decrees…and What Comes Next

In his very good book Good Strategy/Bad Strategy, professor and globe trotting strategy consultant Richard Rumelt makes a key point about how evolving industry trends impact strategy. After describing why military strategy is obsessed with “the high ground”, and how companies often focus on the technological high ground, he makes this point: The other way ...

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Most Important Story of the Week – 14 Aug 20: What Comes Next As The Paramount Consent Decrees End?

The theme of the week is “antitrust”. It didn’t start out that way, as Friday night’s leadership change at AT&T would have been the story of the week most weeks. (Though, I consider it less of a big deal than most, and that’s why it’s at the bottom of this column.) So which M&A story ...

Who Will Win the Battle for the next “Game of Thrones”? : Where We’ve Been

  (This is another entry 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 ...

Most Important Story of the Week – 8 Aug 20: Hotstar, Star, Hulu and the Perils/Promises of International Growth

We’ve ended the “Asterisk Extraordinaire Earnings Season”. Giant tech companies did well; lots of other folks did poorly; what happens in the future is up in the air.  One company that did particularly poorly was The Walt Disney Company, which wasn’t much of a surprise, given that all their theme parks were closed, so were ...

Read My Latest at Decider “AMC Theaters and Comcast Declared a Truce: What does it Mean and What Comes Next?”

Well, I promised you takes on AMC Theaters and Comcast’s big new deal to launch feature films on “Premium Video on Demand” 17 days after release, and it’s finally up at Decider. What does that mean for theaters? Studios? And Streamer? I explain in my latest along with some explanation for why this deal got ...

HBO U.S. Subscribers Over Time – Visual of the Week

Inspired by AT&T’s release of HBO Max “activations” and total HBO subscribers, here’s a timeline of HBO subscribers and HBO+Cinemax subscribers over time: If you’d like to see that in table form, along with some financial numbers, here you go: What about total subscribers? Again, we only have data from 2011-2017, but here you go: ...