Deep Dives

Entertainment topics simple and complex explored in-depth.

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My Questions for Netflix’s 2019 Q1 Earnings Call

I did something fun for the first time last week: I emailed questions for a corporate earnings call. Obviously, it was Netflix. I’ll let you know why.. (And I’m under no illusions that I’ll actually have one of these questions asked.) Normally, if you asked me if earnings calls matter,

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Porter’s Five Forces…Explained

The trouble with value chains—which I unveiled Monday—is that they don’t stay the same forever. They are constantly changing. Disruption, right? Take filmed entertainment. In 1980, it was just movies and TV, with movies in theaters and TV on broadcast. But home entertainment, cable, digital and the internet have all

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Value Chains…Explained!

2019 is off to a great start for “maps of the entertainment universe”. When I was writing on media consolidation, I wanted to make one of these to help explain this crazy industry in better detail. But I doubt it would have looked as good visualization as this Wall Street

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Should the Pac 12 Sell a 10% Equity Stake?

(This article is Part 3 of my series on the Pac 12, including whether they should have brought on a strategic partner in 2012: Did the Pac 12 Need a Strategic Partner in 2012? Part I at Athletic Director U Did the Pac 12 Need a Strategic Partner in 2012?

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