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
Two and a half months back, I made a bold call. Looking at the pace of vaccinations, the growth of that growth and the incredible effectiveness of vaccines, I said, “By May, theaters will be back!” Since the only thing more valuable than making predictions is checking to see if
In his very good book Good Strategy/Bad Strategy, professor and globe trotting strategy consultant Richard Rumelt makes a key point about how evolving industry trends impact strategy. After describing why military strategy is obsessed with “the high ground”, and how companies often focus on the technological high ground, he makes
The theme of the week is “antitrust”. It didn’t start out that way, as Friday night’s leadership change at AT&T would have been the story of the week most weeks. (Though, I consider it less of a big deal than most, and that’s why it’s at the bottom of this