Month: November 2020

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Read My Latest “‘Freaky’ is The First Test of Comcast’s Big New Release Strategy”

It’s fascinating that between now and essentially March, Universal will be the only studio releasing films to theaters. And it’s able to do so because of its big “PVOD after three weeks” strategy it announced with AMC Theaters (and since others) in March. The first film under this new partnership debuted two weeks back, Freaky, ...

Wonder Woman 1984 and the Messy Estimates of Customer Lifetime Value – Most Important Story of the Week: 24 Nov 20

HBO Max made lots of news last week. First with a deal with Amazon. I thought nothing could top that. Then they announced that Wonder Woman 1984 was going to HBO Max. That’s a big deal, so let’s make that our story of the week. Programming note: I delayed last week’s column to today due ...

Why Most Netflix Subscriber Charts No Longer Include the US Only Numbers – Visual of the Week

This week’s “visual of the week” is a simple one: the number of Netflix subscribers in the United States over time. (You should know the top line number from my chart last week.) One of my goals with this series isn’t to make all brand new charts, but update some of the best visuals. Last ...

Is Prime Video Fifth Place in the Streaming Wars?: Explaining the EntStrategyGuy’s US Paid Streaming Subscriber Estimates- Part II

(This is the last article in a three part series estimating how many US paid streaming subscribers there are in the US. Read the numbers here, and the first half of the explanation here.) If you’re wondering, yes, I deliberately wrote three (almost) contradictory headlines for the last two days. In one, Netflix is clearly winning ...

Disney Has Almost Caught Up To Netflix in the Streaming Wars: Explaining the EntStrategyGuy’s US Paid Streaming Subscriber Estimates- Part I

(This is the last article in a three part series estimating how many US paid streaming subscribers there are in the US. Read the numbers here, and the second half of the explanation here.) I’ve become a pinch frustrated with media folks who don’t differentiate between the US subscribers compared to global subscribers. Why? Because it ...

Netflix Has as Many Subscribers as Disney+ and Prime Video Put Together In the United States – Visual of the Week

Let me tell you a pet peeve of mine. It’s folks citing how many Amazon Prime Video subscribers Amazon has.  Because they don’t know. What you know, or have been told once, is how many Amazon Prime subscribers there are. With Prime comes access to Prime Video. We don’t know how many members actually use ...

The Impacts of Pfizer’s Vaccine on the Entertainment Industry: Most Important Story of the Week – 13 Nov 20

For the second week in a row, we all knew the most important story of the week by Tuesday. And even more than the election, the news of a potentially very effective Covid-19 vaccine has direct benefits to the entertainment industry. (Sign up for my newsletter to get all my writings and my favorite entertainment ...

The Decay is Real: Streaming Films on Netflix (and others) Lose Viewership Very Quickly – Visual of the Week

In December of 2018, Netflix let loose with their first datecdote™. They told us this… Took off my blindfold this morning to discover that 45,037,125 Netflix accounts have already watched Bird Box — best first 7 days ever for a Netflix film! pic.twitter.com/uorU3cSzHR — NetflixFilm (@NetflixFilm) December 28, 2018 But they went further! By their ...

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Judge Judy to IMDb TV, Disney’s Globo Bundle, and Other Stories of the Week – 9 Nov 20

The story of the last week in American and around the globe was the election of President-Elect Joe Biden to the American presidency. Will this impact the entertainment industry? Assuredly, though exactly how remains to be seen. And as I wrote on Friday, we’re still counting votes to see who will win control of the ...

Nate Silver Wasn’t Wrong…We Were: What Hollywood Can Learn from the Election – Most Important Story of the Week 6-Nov-20

Let’s not kid ourselves. This week was about one story. Everyone in America–and around the globe–was watching for the results of Tuesday’s election. I didn’t get any work done on Tuesday or Wednesday because I was distracted by following the news. So it’s our story of the week! (As always, sign up for my newsletter ...