All posts by EntertainmentStrategyGuy

Former strategy and business development guy at a major streaming company. But I like writing more than sending email, so I launched this website to share what I know.

Netflix’s Own Data Shows That They Had a Bad Q2 – Streaming Ratings Report for 23-July-21

BLUF – Netflix only released four “datecdotes” for film for Q2, one of the lowest totals on record.– In TV, Netflix released 8 datecdotes, and they were generally lower than past quarters.– Luca has the most viewership according to Nielsen than any film through its first two weeks, with 28.6 million hours in week 2. ...

How Come Netflix Only Revises Their “Datecdotes” Upwards? – Visual of the Week

When Netflix releases their quarterly datecdotes (explainer on that term here), they tend to come in two flavors. Check out this tweet, for example: 72 million households are betting on dead. ARMY OF THE DEAD has been the #1 film around the world and is projected to be one of Netflix’s most popular films ever ...

N

Netflix Is Getting Into Video Games Because It Is The Best Option Left – Most Important Story of the Week – 19-July-21

If you pushed me, the most “fun” story this week would be the fact that streaming in 2021 finally had a better week than the same time in 2020. But I covered that in my streaming ratings report. Fortunately, when Netflix leaks that they may radically expand their business, that’s easily my story of the ...

Streaming Just Manifested Its Best Week in 2021 – The Streaming Ratings Report for 16-July-2021

BLUF: – For the first time in 2021, weekly top ten viewership surpassed the same week’s viewership in 2020.– Manifest—the recently cancelled NBC series produced by Warner Bros—is a hit for Netflix, and the third biggest single week of viewership since 2021 started. But it does benefit from having a lot of episodes to binge.– ...

Comcast Gets Wishy-Washy with Its Universal Films – Most Important Story of the Week 9-July-21

Last week gave me “gut thinking” whiplash. What started as a brilliant strategic move one day turned into a muddled mess by the next. Let’s explain why Comcast’s decision to split its feature film rights between Peacock and Prime Video is such a confusing move. (Sign up for my newsletter to get all my columns, ...

Free Is More Popular Than Not Free…and Other Lessons We’re Relearning in the Streaming Wars

Sometimes, in a midst of lots of disruption, we—the proverbial we being “society”, “business analysts” or just people on Twitter—forget that as much as things change, they mostly stay the same. That’s the lesson for today. Two lessons actually. While streaming ratings use new terminology, the business principles underlying them haven’t really changed that much. ...

L

Long Reads for the Long Weekend – 2021

One of the casualties of 2021 was my newsletter edition that featured links to my favorite stories, podcasts and newsletters every so often. Adding the “Streaming Ratings Report” every week was enough extra work that something had to go. Add that lots of other newsletters curate entertainment business news better, and it made sense to ...

Who Won the Quarter: Shadow and Bone or The Falcon and Winter Soldier? Plus Mare of Easttown, Army of the Dead and Lucifer

Listening to a recent podcast I heard a common refrain: we have no idea what is doing well in streaming! Frankly, that is soooooo 2018.  We’re in the “streaming ratings era” now (™ EntStrategyGuy) and have been since March of 2020. Between Nielsen, Google Trends, Netflix top tens, Antenna, Samba, Reelgood and ParrotAnalytics—to only name ...

Are Rival Streamers Finally Taking Market Share from Netflix? – Visual of the Week

Last week, I used Nielsen’s top ten list to track their total viewership in April 2020 to April of this year. The question I raised, but couldn’t answer, was whether the decline in total top ten viewership applied to the rest of Netflix’s catalogue. Enter Nielsen’s The Gauge! (Which I wrote about yesterday.) As I ...

Nielsen’s The Gauge…Explained (Plus Netflix’s Total Usage Since 2019…)

A few years back, working at a major streamer, I tried to make the case that at some point Nielsen (and others) would tell the world how many folks were watching our shows. As a company, we were focused on preventing that; the currency of viewership would be a highly guarded company secret. (Not much ...