Explaining the Business of Entertainment
Sometimes, I can only fight it so much. As much as I want to pivot and pick a unique story from every other analyst, sometimes I just can’t. The top story is what it is. Yes, every columnist wrote about Paramount+’s investor presentation this week. But it really was the
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 folks missed! The only challenge will be restraining myself on Covid-19 thoughts. Let’s get to it. (Sign up for
(This is the last article in a three part series estimating how many US paid streaming subscribers there are in the US. Read the numbers here, and the second half of the explanation here.) I’ve become a pinch frustrated with media folks who don’t differentiate between the US subscribers compared to
The biggest story of the last two week’s is “Apple v Fortnite”. Yet, for the second week it hasn’t made this list. Like the AT&T-Warner Bros. merger or the Disney-Fox merger, this is a seismic event we can tell will change things in the moment. However, that “moment” will last
With no “big” entertainment news, my gaze fell on a story simmering all month. Call it the “story of the month”, which is that TV is planning its return to the small screen. By TV, I mean broadcast and cable television. Which are, obviously, dead. That’s the narrative. But since
It’s been a busy few weeks for The Entertainment Strategy Guy household as we welcomed a new member to our family. Between sleep deprivation, house cleaning and holding/changing a baby, getting back in the writing habit has been a struggle. If this column isn’t any good, blame it on that!
Basketball, in my opinion, is a great testing ground for theories on strategy, valuing assets and data analysis. That’s why I developed my own “Value Over Replacement Executive” theory last fall. Or why I used the NBA to explain the misleading statistics here. Or compared overall deals to NBA trades
Let’s get right into Part II of my a quest to find SuperCBS’ competitive advantage. (Reminder: SuperCBS is my nickname for ViacomCBS.) Competitive Advantage: Become a Content Arm’s Dealer Why? I’ll be honest, I didn’t come up with this on my own. I first read it on Twitter by Rich
A few years back, I was at a party—more like a family get together—and the subject turned to TV. Everyone at the party started raving about the latest The Big Bang Theory. Then raving about other CBS shows. As an effete, Millennial, west coast liberal, with New York values, I
Hypothetical question: in any given week, do more people in America watch CBS or Netflix? Think about it for a moment, but you know why I’m asking: the firing of Les Moonves is the most important story in entertainment. Absolutely for last week, definitely for the month and in competition