Explaining the Business of Entertainment
[Hey, you may be thinking, this isn’t a Streaming Ratings Report! True. I spent almost all of this week (and some of last week) updating my “U.S. Subscriber Estimates for Q1 of 2021.” Given that I just published a sneak peek at the Ankler yesterday, I wanted to put up
Things have been moving over here at EntStrategyGuy headquarters. (More to come in the future.) As such, I skipped last week’s strategy column. There were a few interesting stories over the last two weeks—a new FCC commissioner, another check in on box office, earnings season—but I’m going to check in
Last Monday, as I was assembling the flotsam and jetsam of news stories that compiled the week of news that was, I noticed a trio of stories about unions in Hollywood. SAG-AFTRA elected a new president, the Writer’s Guild East had a fight over its future, and then a little
Inspired by DVDs of old, whenever I dig into a particularly juicy topic—especially for another outlet—I write up a director’s commentary article for my own website. (Speaking of which, how does Disney+ not have director’s commentary versions of every MCU film? You’re telling me a cut of Avengers: Endgame with
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
If you pushed me, the most “fun” story this week would be the fact that streaming in 2021 finally had a better week than the same time in 2020. But I covered that in my streaming ratings report. Fortunately, when Netflix leaks that they may radically expand their business, that’s
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
Ever get a phrase stuck in your head? Like an ear worm? I had one of those this week, as I debated between anointing ViacomCBS, Comcast or Discovery as the “most important” story of the week. To exorcise that mental demon, and to mix metaphors, I plan to debunk it
When the biggest story of the week is essentially the same story as the previous week–Paramount+ launched to customers this week after they announced specifics at the previous week’s investor’s day–then you know it is a quiet week for news. Despite this, dare I say this week had some stories
Week to week, other stories may be the “most important”, but that doesn’t mean that Covid-19 isn’t still the biggest story. As I wrote in a very long article on February 19th, we’re moving away from “lockdowns” as the story to “the reopening of society”. However, that article was limited