Category: Most Important Story of the Week

Our weekly highlight of the news, focused not on the buzzy stories, but on the most important story for entertainment industry professionals.

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 ...

The Merger That Defines The Streaming Wars: How Discovery Merging With Warner Media Illuminates the Key Schism in the Entertainment Industry

What a time to be alive and writing a column on the business of entertainment. I get back from vacation, and not only do I get a mega Hollywood divorce, but I get a mega Hollywood marriage. In the same story! This deal—AT&T selling Warner Media to Discovery—has me bursting with thoughts.  As you’ll likely ...

When Going “All In” Is Bad Strategy – Most Important Story of the Week: 14 May 21

Ever get a phrase stuck in your head? Like an ear worm? I had one of those this week, as I debated between anointing ViacomCBS, Comcast or Discovery as the “most important” story of the week. To exorcise that mental demon, and to mix metaphors, I plan to debunk it today. (Sign up for my ...

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Are Theaters Dead or About to Come Back to Life? – Most Important Story of the Week – 7 May 21

Two and a half months back, I made a bold call. Looking at the pace of vaccinations, the growth of that growth and the incredible effectiveness of vaccines, I said, “By May, theaters will be back!” Since the only thing more valuable than making predictions is checking to see if they were right, given that ...

Apple Enters the Podcast Wars and HBO Max Enters the Advertising Wars – Most Important Story of the Week: 4-May-2021

With all the earnings news last week–including reports from Amazon, Google, Apple, Comcast, Discovery and more–you’d think we’d have gotten really juicy news. But I didn’t see it. Lots of “interesting” stuff, but nothing truly groundbreaking. However, two separate product announcements drew my attention. And I’ll be honest, I think both plans have big flaws.  ...

What Amazon’s Half a Billion in Lord of The Rings Costs Mean for the Streaming Wars – Most Important Story of the Week – 23 April 21

I may be cheating a pinch this week. I’m not sure this is the most important story, but it’s the one I think needs the most explaining. In a lot of ways, Amazon paying nearly half a billion dollars (to start) to make the most expensive TV series in history says more about the “streaming ...

Is Netflix Finally Feeling the Covid-Induced Production Slowdown? And What Does It Mean for the Streaming Wars? – Most Important Story of the Week: 16 April 21

As the self-appointed judge of what is “most important” in entertainment each week, I often remind myself that “story” doesn’t mean “event”. That’s why I’m so excited about this week’s story. If a trend is happening slowly, sometimes it flies under the radar, and we miss it entirely. Which doesn’t mean the trends aren’t important, ...

Who Won The Big Sony-Netflix Film Deal? – Most Important Story of the Week: 9 Apr 21

The theme of the week is “context”. For the second week, Netflix is spending hundreds of millions of dollars for film rights. To put that in context requires entsplaining everything from “content arms dealers” to “portfolio theory” to “pay-1 theatrical films”. (And if you don’t know what those terms are, I’ll explain that too.) So ...

A Skinny Bundle Murder Mystery (And Knives Out Thoughts) – Most Important Story of the Week – 2-April-2021

Much like Benoit Blanc, the title character of a film series I’m about to write about, every week I find myself hunting for clues. Tidbits. Hints. Insights to answer one, yearning question: What was the most important story this week? This week required a bit more searching than usual. (I don’t interview suspects, I read ...

Is This Black Widow’s Last Move? Explaining the Latest Covid-Theater Disruption – Most Important Story of the Week – 26 March 21

The big story of last week is fairly obvious: Disney moved Black Widow to July, along with changing the distribution strategies for Luca (now straight-to-streaming) and Black Widow (now going to theaters and  premium VOD). (Sign up for my newsletter to get all my writings and my favorite entertainment business picks from the last 2 ...