Deep Dives

Entertainment topics simple and complex explored in-depth.

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Why I Think Theaters Will Return in May

A character in The Sun Also Rises described going into bankruptcy as happening “gradually and then all at once.” This apt description has been applied to everything from debt insolvency to failed democracies.  The U.S. recovery from Covid-19 will likely feel the same way. Right now, most of the coverage

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Did Netflix Have a Strong Q4 For Content?

This year marks a pretty significant upgrade in the amount of data we have available about streamers. At the start of the year, we had to rely on Netflix to tell us during the quarterly earnings (or selectively on Twitter) how well their content is doing. Since then, we’ve gotten

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Is Prime Video Fifth Place in the Streaming Wars?

(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

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4 Insights on Disney’s Content Strategy

My last few weeks have been spent digging through all the data I could find on the streaming wars. What makes this different than the past is that we finally have a lot of data to parse. Firms like Nielsen, Reelgood, 7 Park and even Netflix themselves have started releasing

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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

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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.

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