Category: Analysis

Deep Dive: Is the Future of WB-Discovery “One Size Fits All”, “Bundle” or “A la carte”?

I’ll admit that, for as much as I hate mergers, I have a case of the M&A musings. Certain stories are so big, that one article or even two “most important stories” of the week won’t do them justice. The mash ups of Discovery, Warner Bros, AT&T, Amazon and MGM—not in that order—fit the bill. ...

Is The Long Awaited Tidal Wave of M&A in Entertainment Finally Here?

Ever have a sense of deja vu? That’s one of my takes following the “massive month of M&A”. Because weren’t we just here? If I can take you back three years, to the summer of 2018. In the age before Covid, in June, a single judge in D.C. approved the Time Warner/AT&T merger.  And we ...

An Animated, Intergalactic Showdown between Hulu and Amazon…Who Won? – Streaming Ratings Report 28-April-2021

For the second week, we have another “first”! This time, the first Hulu Original to earn a spot on the Nielsen top ten “originals” list. At some point, we’ll run out of firsts, but for now setting new records is fun! (Reminder: The streaming ratings report compiles data from Nielsen’s viewership report, Netflix datecdotes, Top ...

Oscar Films Are As Popular On Streaming As They Were In Theaters…Not Very – Visual of the Week

One of the traditions of Oscar coverage—in addition to crazy awards campaigns and a season which lasts 9 months—is the habitual article pointing out how little box office the top films earn. Have I been guilty of writing this feature? Absolutely. Do Popular Oscar Films Make for Larger Oscar Telecast Ratings? Maybe. (2019) Putting Numbers to ...

What to Make of Streaming’s Viewership Decline? – The Streaming Ratings Report for 14-April-21

Last week was my most viewed streaming ratings report to date. I guess that’s what happens when you write about WandaVision! (And as a result get featured in WordPress’ reader application.)  The theme of the week is “slow”. We didn’t have a lot of buzzy new titles, and as a result, total viewership of the ...

Did Raya And the Last Dragon Sell 1.18 Million Copies in the US on Its Opening Weekend?

Let’s start by what question I’m NOT answering today: Should Disney keep releasing films to “premiere access”? Ultimately, yeah, I want to answer that question. It’s really important. (For those who don’t know, Premier Access is the movies released at the same time as theaters that cost $30. I’ll call this PVOD, or premium video-on-demand ...

How Big Were Firefly Lane and Crime Scene for Netflix? – The Streaming Ratings Report for 17-March-21

As often happens in scientific/data endeavors, sometimes you work for hours/days on a project with no results, then, all of a sudden, it comes together and you make tons of progress rapidly. And usually the “tons of progress” doesn’t happen without the days of drudgery.  That’s what happened to me over the last week or ...

Covid-19 Tracker: What Should Disney and Universal Do with Black Widow and Fast 9?

Week to week, other stories may be the “most important”, but that doesn’t mean that Covid-19 isn’t still the biggest story. As I wrote in a very long article on February 19th, we’re moving away from “lockdowns” as the story to “the reopening of society”. However, that article was limited in that I mostly focused ...

Why I Think Theaters Will Return in May: Forecasting When Society Can Reopen

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 US recovery from Covid-19 will likely feel the same way. Right now, most of the coverage I read is fairly pessimistic ...

Another Aggregator Leaves Another Bundler – Explaining ViacomCBS Ending Their Apple TV Bundle – Most Important Story of the Week – 12 Feb 21

The goal this week? Keep this column under 2,000 words and not split into two parts. Can we do it? Sure. Even better? We can do it with a story most folked missed! The only challenge will be restraining myself on Covid-19 thoughts. Let’s get to it. (Sign up for my newsletter to get all ...