Explaining the Business of Entertainment
It’s been a minute since I’ve written a pure strategy column. Between adding new databases for my streaming ratings report, writing columns for the Ankler, and preparing some other stuff, I’ve been busy. And my weekly call out of the most important story in entertainment fell by the wayside. Frankly,
Reed Hastings is famous for declaring his competitors to be anyone that isn’t a fellow streamer. Famously, he said a couple of years back that Fortnite is bigger competition than other streamers. (He’s previously mentioned sleep.) If you think about competition using Porter’s Five Forces, then Hastings is obviously right,
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