August 2021

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Live TV (er, Non-Sports Live TV) Comes To Streaming!

Sometimes you can immediately recognize certain strategic moves as game changing. The big, obviously huge moves, like AT&T buying Time-Warner. Like NBC announcing Peacock. Like Bob Iger stepping down. You don’t need me to tell you those news stories matter. But if a company is a “collection of decisions”—strategy is

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Is “Twilight Summer” A Good or Bad Sign for Netflix?

In the middle of July, teenage vampire dramas had a moment: Like all things Netflix, the “Twilight takeover” caused a kerfuffle between the warring “Netflix bears” and “Netflix bulls”. Is the online war of words as fierce as the battle between vampires and werewolves à la Twilight? You bet. So

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Is 45 (Days) the New 90? Thoughts on the New Theatrical Window

Last year, the big question after Covid-19 shuttered theaters, stopped productions and generally upended the movie industry was, “What comes next?” Specifically, how long would the around-90-days-of-theatrical exclusivity last? With some recent news stories, I think we have an answer.  (Sign up for my newsletter to get all my columns,

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Is Disney Finally Bigger than Netflix in the US? Yes…

– Disney and Netflix are in the “top tier” of US streaming subscribers, with 69.1 million and 66.8 million respectively. Disney just passed Netflix for top streaming subscriber in the US. – HBO, Prime Video, and Showtime/Paramount+ make up the next tier of streamers.    The latest issue of the

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Is Hello Sunshine the Next Maker Studios or Pluto TV?

– Private equity group Blackstone bought Reese Witherspoon’s production company Hello Sunshine for $500 million in cash at a $900 million valuation. – The best analogy to this deal is Maker Studios, another big payday for a “next generation media company” that failed to deliver on its high payday, leaving

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