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Whose Re-Org is Better? Disney Vs. Netflix

This felt like a light week on the big stories. In entertainment at least; in politics, well good luck keeping up.  My eye was drawn, then, to the Disney news of Tuesday that they’ve re-organized to focus on streaming. Meanwhile, another Netflix executive left the original side of the house.

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4 Insights on Disney’s Content Strategy

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

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Movie Theaters…What Comes Next?

Seeing this Sonny Bunch tweet over last weekend was probably the most disappointing news I’ve seen in a while: Is this the final nail in the theatrical coffin for 2020? Probably. So let’s once again check in with theaters. (As always, if you want the Entertainment Strategy Guy in your

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Should Disney Have Released Mulan to PVOD?

Last week, we figured out that Mulan was likely watched by 1.2 million Americans on its opening weekend. (Plus or minus 1-1.5 million.) We estimated this means it likely ends up with a global PVOD of $150 million. But what I didn’t do was explain what all that data means.

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Mulan vs Tenet: I (Don’t) Declare a Winner

At first, I was tempted to call “Mulan vs Tenet” the biggest battle of the streaming wars. Each weekend in September, we’ve eagerly awaited answers to the hottest questions in film: Will Tenet save theaters? Will Mulan blow up the model? Who is making more money? Who is WINNING?!?!? It

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The Biggest Broadway Musicals of the 2010s

Well, the race is on to get your Broadway musical. First, Disney set the standard with Hamilton. Now, Netflix is fast on their heels, getting the rights to a Princess Diana musical. This got me wondering, especially the Hamilton news, about how big was Hamilton in the 2010s? Was it

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The 2019 Star Wars Business Report – Theme Parks

This is part III in a multi-part series estimating how much money Disney made off “Star Wars” in 2019. Go here for my larger series on Disney purchasing Lucasfilm in 2012.) – Introduction and Feature Films – Television – Toys As a tremendous Star Wars fan, I couldn’t shake the

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