Tag: Disney

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 ...

Who Did Better, WandaVision or The Falcon and Winter Soldier? It Doesn’t Matter, Disney Wins Either Way – Streaming Ratings Report 26-May-21

I leave for one week of vacation and come back to not one, but two big merger announcements. If all the merger news of the last two weeks shows us anything, it’s the value of top tier content. And what’s the easiest way—allegedly—to do that? By mining “IP” to make reboots, remakes and and prequels. ...

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 ...

WandaVision and Coming 2 America Both Smash the Streaming Competition – The Streaming Ratings Report for 7-April-2021

If you’ve been reading my “Steaming Ratings Report” for the last few weeks, you might have noticed it has been fairly Netflix-centric. Netflix is the 600 pound gorilla in the streaming wars. Heck, it is more like a Mighty Joe Young or Rampage-sized super gorilla, marauding over the globe, buying sequel rights for half a ...

The Odds and Ends of the NFL Media Rights Deals – Most Important Story of the Week – 19 Mar 21

Last week the NFL media rights story went from “potential” to “actual” news. (The latter happens, the former is rumors.) Not to toot my own horn, but I wrote last week that the Disney-NHL deal would set the template for the NFL deal (and all future rights deals). And I was right. That’s our story ...

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 ...

ESPN Grabs NHL Rights, Setting the Sports Media Rights Template – Most Important Story of the Week – 12 Mar 21

(Sign up for my newsletter to get all my writings and my favorite entertainment business picks from the last 2 weeks or so. Next issue goes out early next week.) I love when a weekly column like this ends up having a “theme”. This week, that’s the difference between “actual” and “potential” news stories. The ...

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 ...

Nothing Compares to Bridgerton in January: The EntStrategyGuy Streaming Ratings Report for 24-Feb-21

[Editor’s Note: Today, I am testing a new website feature, a weekly report on streaming ratings. One of the biggest pain points of the coverage of the streaming wars seems to be that no one knows what is doing well, what is doing poorly and, frankly, what customers want. For example, folks saying that here, here ...