Category: Uncategorized

Why Did Amazon buy MGM? – Many Musings on May’s Media M&A, Part 1

May was truly “media merger madness month”. On May 17th, Discovery announced they were merging with Warner Media. (I was on vacation.) On May 26th, Amazon announced they were buying MGM. (Then it was Memorial Day weekend.) Then last week I had a consulting gig I couldn’t say no to. (And I had a trip ...

Nate Silver Wasn’t Wrong…We Were: What Hollywood Can Learn from the Election – Most Important Story of the Week 6-Nov-20

Let’s not kid ourselves. This week was about one story. Everyone in America–and around the globe–was watching for the results of Tuesday’s election. I didn’t get any work done on Tuesday or Wednesday because I was distracted by following the news. So it’s our story of the week! (As always, sign up for my newsletter ...

Netflix Is Raising Prices Because It is Shifting Strategies: Most Important Story of the Week – 30 Oct 20

As of Wednesday, I was flailing for a story of the week. Well, thank you Thursday! And happy Halloween to everyone. Stay safe. Lots of stories, but we have to go with Netflix… (As always, sign up for my newsletter to get all my writings and my favorite entertainment business picks from the last 2 ...

4 Insights on Disney’s Content Strategy from the Last Summer

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 insights into the streaming wars. ...

Who Will Win the Battle for the next “Game of Thrones”? : Where We’ve Been

  (This is another entry to a multi-part series answering the question: “Who will win the battle to make the next Game of Thrones?” Previous articles are here: Part I: The Introduction and POCD Framework Appendix: Licensed, Co-Productions and Wholly-Owned Television Shows…Explained! Appendix: TV Series Business Models…Explained! Part 1 Appendix: TV Series Business Models…Explained Part 2 ...

Most Important Story of the Week – 8 Aug 20: Hotstar, Star, Hulu and the Perils/Promises of International Growth

We’ve ended the “Asterisk Extraordinaire Earnings Season”. Giant tech companies did well; lots of other folks did poorly; what happens in the future is up in the air.  One company that did particularly poorly was The Walt Disney Company, which wasn’t much of a surprise, given that all their theme parks were closed, so were ...

The Flywheel Is a Lie! Distinguishing Between Ecosystems, Business Models, & Network Effects and How They All Impact 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 going. Read the rest of ...

A TV Murder Mystery: Who Killed Game of Thrones?

Most of the time, when Hollywood kills off one of its TV shows, we know why. The ratings had been sinking or the talent asked for too much money. (Or recently, it was produced by a rival TV network/conglomerate.) And yet, HBO killed off Game of Thrones, a TV series that was getting more popular ...