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Live TV (er, Non-Sports Live TV) Comes To Streaming!

Sometimes you can immediately recognize certain strategic moves as game changing. The big, obviously huge moves, like AT&T buying Time-Warner. Like NBC announcing Peacock. Like Bob Iger stepping down. You don’t need me to tell you those news stories matter. But if a company is a “collection of decisions”—strategy is

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Is Disney Finally Bigger than Netflix in the US? Yes…

– Disney and Netflix are in the “top tier” of US streaming subscribers, with 69.1 million and 66.8 million respectively. Disney just passed Netflix for top streaming subscriber in the US. – HBO, Prime Video, and Showtime/Paramount+ make up the next tier of streamers.    The latest issue of the

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You Can’t Split the “G”

If you’re reading this article, you read the trades. You subscribe to multiple other newsletters. So when Scarlett Johanson sued Disney last week, every Rich, Matt and Lucas (the entertainment journalist equivalents to Tom, Dick and Harry) provided the simple explanation: The big studios are prioritizing stock price over film

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Comcast Gets Wishy-Washy with Its Universal Films

Last week gave me “gut thinking” whiplash. What started as a brilliant strategic move one day turned into a muddled mess by the next. Let’s explain why Comcast’s decision to split its feature film rights between Peacock and Prime Video is such a confusing move. (Sign up for my newsletter

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