M&A

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A Tale of Two Netflixes

It’s been a busy few weeks for The Entertainment Strategy Guy household as we welcomed a new member to our family. Between sleep deprivation, house cleaning and holding/changing a baby, getting back in the writing habit has been a struggle. If this column isn’t any good, blame it on that!

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Quibi, Quibi, Quibi

Welcome to September. The kids are back in school, football is starting, and award season is bearing down on us like the Huns invading Rome. Meanwhile, the streaming wars will have their first battles, “The Invasion of Netflix-Land” by Disney’s 4th Army across the land will be joined Apple’s Airborne

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AT&T-Time-Warner Approval Decision Turns One

This week, The Starters (an NBA talk show and wildly popular podcast) was cancelled by…well we don’t know who. The Washington Post identified a few potential suspects. It could have been Turner or NBA TV–for the usual ratings reasons–or it could have been their corporate overlord, AT&T, mandating cuts across

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Is Broadcast TV Dead?

I really wanted to figure out a way to make FX turning 25 my biggest story of the week. Fox launched a cable channel that helped define the prestige TV era as much as any other twenty-five years ago tomorrow. (Decider had a good roll up of the top 25

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M&A in Media and Entertainment Stayed Flat in 2018

Let’s get this update out on a Friday like it is intended. Most Important Story of the Week – Mergers and Acquisitions in 2018 Update (Finally!) For some reason, PwC never released their 2018 update for Media and Telecommunications merger & acquisitions update. Or if they did, I never saw

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A Lionsgate/Starz Check-in

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.

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Video Games Revenue is Up! (Or Down)

Early last week, I thought, “I really hope there aren’t any new streaming launches because I’d love to find a longer view article for this week.” The closest risk was Hulu raising and lowering prices, so phew, we made it. Then, when I saw multiple descriptions of revenue in the

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The Future of Digital Measurements

Happy Holidays! I’ll be off next week as will most other entertainment news outlets and hence news. As I said in the last update, I won’t be writing a “year in review”–though I’ll be putting up some old posts over the next few weeks for new followers on Twitter–because I

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The M&A Year That Wasn’t

I’m not writing a “year end roundup” article this month. I do want to do one of those next year, but I’ll write it in August. Why August? Well it makes a lot more sense than January. The box office peaks in summer, so we can judge it at the

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