Tag: Entertainment

Most Important Story of the Week – 4 Sep 20: The Fall of Fall (TV Advertising Revenue)

I’ve been too positive about the entertainment industry recently. Especially the traditional players. I think theaters by the end of 2021 will be fine. I think the traditional entertainment streamers can compete with Netflix (and Amazon). And I even think Disney will see a thriving theme park business sooner rather than later. So let’s get ...

Who Will Win the Battle for the next “Game of Thrones”?: How “People” Change the Odds of Success

(This is another entry to a multi-part series answering the question: “Who will win the battle to make the next Game of Thrones?” Previous articles are here: Part I: The Introduction and POCD Framework Appendix: Licensed, Co-Productions and Wholly-Owned Television Shows…Explained! Appendix: TV Series Business Models…Explained! Part 1 Appendix: TV Series Business Models…Explained Part 2 Appendix: ...

Most Important Story of the Week – 21 Aug 20: The Apple/SuperCBS Bundle Arrives

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 months, not years. It is ...

Visual of the Week – 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 the biggest live musical show ...

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Is Antitrust the New Deregulation?: The Strategic Implications of Ending the Paramount Consent Decrees…and What Comes Next

In his very good book Good Strategy/Bad Strategy, professor and globe trotting strategy consultant Richard Rumelt makes a key point about how evolving industry trends impact strategy. After describing why military strategy is obsessed with “the high ground”, and how companies often focus on the technological high ground, he makes this point: The other way ...

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Most Important Story of the Week – 14 Aug 20: What Comes Next As The Paramount Consent Decrees End?

The theme of the week is “antitrust”. It didn’t start out that way, as Friday night’s leadership change at AT&T would have been the story of the week most weeks. (Though, I consider it less of a big deal than most, and that’s why it’s at the bottom of this column.) So which M&A story ...

Who Will Win the Battle for the next “Game of Thrones”? : Where We’ve Been

  (This is another entry to a multi-part series answering the question: “Who will win the battle to make the next Game of Thrones?” Previous articles are here: Part I: The Introduction and POCD Framework Appendix: Licensed, Co-Productions and Wholly-Owned Television Shows…Explained! Appendix: TV Series Business Models…Explained! Part 1 Appendix: TV Series Business Models…Explained Part 2 ...

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Most Important Story of the Week – 24 July 20: The Incredible Shrinking Libraries of Peacock and HBO Max

The initial draft of this weekly column went very long in the “data of the week” section. So long it’s going to be its own article next week. (It isn’t that time sensitive.) Meanwhile, the biggest story is one of omission… Most Important Story of the Week – The Incredible Shrinking Libraries of Peacock and ...

Visual of the Week – The Performance of Netflix Top Films Over Time

(This is a new feature from the Entertainment Strategy Guy. It’s a weekly “visual of the week” that will come out every two weeks. If you like it, consider sharing it on social media, just toss me credit.) The big Netflix news last week was their earnings report. But the most fascinating story for a ...

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An Aggressively Moderate Take on Coronavirus and Sports

On Wednesday sports in America made their triumphant return! “The MLS Is Back” tournament declared that, well, the MLS is back. This follows the June return for most of European soccer, starting with the Bundesliga and continuing to the English Premier League, the most popular global sports league. Yet not all is sunshine and roses. ...