Deep Dives

Entertainment topics simple and complex explored in-depth.

The Content Battles are Competitive in the Streaming Wars

(Welcome to my series on an “Intelligence Preparation of the “Streaming Wars” Battlefield”. Combining my experience as a former Army intelligence officer and streaming video strategy planner, I’m applying a military planning framework to the “streaming wars” to explain where entertainment is right now, and where I think it is

Read Full Article »

Should Disney Have Released Mulan to PVOD?

Last week, we figured out that Mulan was likely watched by 1.2 million Americans on its opening weekend. (Plus or minus 1-1.5 million.) We estimated this means it likely ends up with a global PVOD of $150 million. But what I didn’t do was explain what all that data means.

Read Full Article »

Mulan vs Tenet: I (Don’t) Declare a Winner

At first, I was tempted to call “Mulan vs Tenet” the biggest battle of the streaming wars. Each weekend in September, we’ve eagerly awaited answers to the hottest questions in film: Will Tenet save theaters? Will Mulan blow up the model? Who is making more money? Who is WINNING?!?!? It

Read Full Article »

Is Antitrust the New Deregulation?

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

Read Full Article »

The 2019 Star Wars Business Report – Theme Parks

This is part III in a multi-part series estimating how much money Disney made off “Star Wars” in 2019. Go here for my larger series on Disney purchasing Lucasfilm in 2012.) – Introduction and Feature Films – Television – Toys As a tremendous Star Wars fan, I couldn’t shake the

Read Full Article »

An Aggressively Moderate Take on Coronavirus and Sports

On Wednesday sports in America made their triumphant return! “The MLS Is Back” tournament declared that, well, the MLS is back. This follows the June return for most of European soccer, starting with the Bundesliga and continuing to the English Premier League, the most popular global sports league. Yet not

Read Full Article »
Search

Search by Tag

Join the Entertainment Strategy Guy Substack

Weekly insights into the world of streaming entertainment.

Join Substack List