Explaining the Business of Entertainment
Let’s start with what question I’m NOT answering today: Should Disney keep releasing films to “premier access”? Ultimately, yeah, I want to answer that question. It’s really important. (For those who don’t know, Premier Access is the movies released at the same time as theaters that cost $30. I’ll call
Seeing this Sonny Bunch tweet over last weekend was probably the most disappointing news I’ve seen in a while: Is this the final nail in the theatrical coffin for 2020? Probably. So let’s once again check in with theaters. (As always, if you want the Entertainment Strategy Guy in your
Last week, we figured out that Mulan was likely watched by 1.2 million Americans on its opening weekend. (Plus or minus 1-1.5 million.) We estimated this means it likely ends up with a global PVOD of $150 million. But what I didn’t do was explain what all that data means.
At first, I was tempted to call “Mulan vs Tenet” the biggest battle of the streaming wars. Each weekend in September, we’ve eagerly awaited answers to the hottest questions in film: Will Tenet save theaters? Will Mulan blow up the model? Who is making more money? Who is WINNING?!?!? It
How many folks bought Mulan? That’s the buzziest question in the streaming wars right now. Since we don’t know, we’re left to pick at the analytics tea leaves. Fortunately, as each day passes, we’ve got more tea leaves to pick through. (Partly, the question is relevant because it gets to
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,