What Does Hot “Ad” Summer Mean for Entertainment?: Most Important Story of the Week 25-June-21

Spielberg. The Supreme Court and NCAA. Conan ending his TV show. This week in entertainment didn’t want for big names. But were any of them truly the “most important” story of the week? No. For that, let’s pull back and look at a slightly longer view. (Sign up for my newsletter to get all my ...

How Big is Hulu’s Biggest Hit? – The Streaming Ratings Report for 23-June-21

One of the craziest parts of the streaming wars is actually how forward thinking the traditional media companies were. Way back in 2007, they teamed up and created a joint venture that became Hulu, a streamer featuring TV episodes the day after they aired on broadcast. (But only, inexplicably, five episodes at a time. Possibly ...

Streaming Ratings Were Down 40% in April – Visual of the Week

We’ve hit an exciting point in the “streaming ratings era”: We can now compare 2020 to 2021. Meaning we have better “context” than ever before. In 2020, we had to speculate if year-over-year viewership was up or down. Now, we know. Visual of the Week – Streaming Was Down 40% in April 2021 Here are ...

Consolidation Meets Antitrust: How the Flurry of Antitrust News Will Impact Entertainment – Most Important Story of the Week – 18 June 21

Someone sent me the headline about the flurry of House antitrust bills last Friday, and said, “Story of the week?” That’s close. It was a big, important move, but just shy from being “actual” news since it hasn’t passed the Senate yet. And most bills go to die there. But then, someone else sent me ...

Jupiter’s Legacy: Bomb, Flop, Hit or Something in Between? The Streaming Ratings Report for 16-June-21

Not since the film 2010: The Year We Make Contact—a 1982 sequel to 2001: A Space Odyssey for those not versed in obscure 1980s science fiction—has something Jupiter-related caused this much consternation. On the one hand, Netflix is touting Jupiter’s Legacy as a success that will birth an entire universe of content; on the other ...

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. ...

AMC (Theaters) Is The Latest Meme Stock…and What That Means for The Entertainment Industry – Most Important Story of the Week – 11-June-21

Sometimes, a statistic is just crazy enough to make it the story of the week. This month that’s this: At various times in June of 2021, AMC Theaters was more highly valued than half of the S&P 500. That’s crazy enough to be… Most Important Story of the Week –  Please, Please, Please Do NOT ...

The “Binge Release Shape” Comes Into Focus – The Streaming Ratings Report for 9-June-2021

I want to assure you, good readers, that this report is not becoming “bi-weekly”. And “bi-weekly” in the sense that it comes out every other week. (If folks keep subscribing—and want it—I could see a world where we publish twice a week. Man “bi-weekly” is a confusing term.)  If you read my last two articles, ...

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 ...

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 ...

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