Explaining the Business of Entertainment
My goal when I started this week’s column was to avoid having another monster long column. We’ll see how I do this week, but I’m not optimistic. There was enough news for two weeks last week, and next week heralds much, much more. Before our most important story, let’s look
This week felt slow , but I’ll say this: March will end with at least one big story. Or two. Or three. So stay tuned for that. Meanwhile… Most Important Story of the Week – Spotify and Apple Battle Over Fees Technology duels sure are fun, aren’t they? On Wednesday,
Here’s why this week’s column is late. I started writing a Tweet thread, and then it went long. So I moved it to this column. Then that went so long, so I moved it to its own post. (Fingers crossed Wednesday.) So I’m starting from scratch midway through the weekend.
(This is Part XI of a multi-part series answering the question: “How Much Money Did Disney Make on the Lucasfilm deal?” Previous sections are here: Part I: Introduction & “The Time Value of Money Explained” Appendix: Feature Film Finances Explained! Part II: Star Wars Movie Revenue So Far Part III:
Disney-Lucasfilm Deal Part X: You’ve Been Terminated: “Terminal Values Explained” and The Last Piece of the Model (This is Part X of a multi-part series answering the question: “How Much Money Did Disney Make on the Lucasfilm deal?” Previous sections are here: Part I: Introduction & “The Time Value of
(This is Part IX of a multi-part series answering the question: “How Much Money Did Disney Make on the Lucasfilm deal?” Previous sections are here: Part I: Introduction & “The Time Value of Money Explained” Appendix: Feature Film Finances Explained! Part II: Star Wars Movie Revenue So Far Part III:
Two weeks ago, we had a topic that demanded immediate attention. Last week, we could leisurely stroll through video game data. This week we can both react to news and gaze at the future of home entertainment. That, plus a rant on bad data, a VERY long read of the
It’s been two weeks into the new year, but M&A is back! Well, not officially. As I wrote about in December, despite the first six months of movement (with all its tricky ways to calculate), the last six months were relatively quiet in M&A in media and entertainment. (The biggest
(If you missed yesterday’s post, click here.) Let’s continue with where we left off yesterday. The risk for eliminating theaters and associated early windows (home entertainment and pay-per-view) is in the hundreds of millions of dollar range. So can Disney make that up by releasing new Star Wars films directly and exclusively on Disney
Last week, Bob Iger said in an interview with Barron’s that Disney had no plans to start releasing new Star Wars films—by which he means the ones that will come after Episode 9, releasing later this year—on Disney Plus, their soon-to-be streaming service. I agreed with this move. Some didn’t.