Deep Dives

Entertainment topics simple and complex explored in-depth.

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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Other Lessons from MoviePass’s Demise

Often, when I write a long article, I have extra thoughts. MoviePass—and its demise—may be my “story of the decade”, when judging off the “hype-to-cash flow” metric. (Remember when I used it to explain subscriptions? Or logarithmic distribution of returns?) Recently, I wrote about the lessons of MoviePass’s demise at

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Read My Latest at TVRev! Four Lessons from MoviePass

I’ve been a little light in non-Weekly Update articles this month because I’ve been writing some new pieces for other entertainment outlets. My first has gone up at TV-Rev so check it out and share. It’s on MoviePass, who I’ve been writing/thinking about for a while. As a company, MoviePass’s rise

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