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Live TV (er, Non-Sports Live TV) Comes To Streaming!

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

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Is “Twilight Summer” A Good or Bad Sign for Netflix?

In the middle of July, teenage vampire dramas had a moment: Like all things Netflix, the “Twilight takeover” caused a kerfuffle between the warring “Netflix bears” and “Netflix bulls”. Is the online war of words as fierce as the battle between vampires and werewolves à la Twilight? You bet. So

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Is 45 (Days) the New 90? Thoughts on the New Theatrical Window

Last year, the big question after Covid-19 shuttered theaters, stopped productions and generally upended the movie industry was, “What comes next?” Specifically, how long would the around-90-days-of-theatrical exclusivity last? With some recent news stories, I think we have an answer.  (Sign up for my newsletter to get all my columns,

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Is Disney Finally Bigger than Netflix in the US? Yes…

– Disney and Netflix are in the “top tier” of US streaming subscribers, with 69.1 million and 66.8 million respectively. Disney just passed Netflix for top streaming subscriber in the US. – HBO, Prime Video, and Showtime/Paramount+ make up the next tier of streamers.    The latest issue of the

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Is Manifest the “G.O.A.T.” of Streaming?

Here’s a funny feature of NBC’s Olympic coverage: Everyone is the greatest athlete in the history of athletics. I don’t want to call out specific athletes. That’s not nice. But if you watched the introduction, featuring The Rock, you’d be forgiven for thinking that not only were these American athletes

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Comcast Gets Wishy-Washy with Its Universal Films

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

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The “Binge Release Shape” Comes Into Focus

I want to assure you, good readers, that this report is not becoming “bi-weekly”. And “bi-weekly” in the sense that it comes out every other week. (If folks keep subscribing—and want it—I could see a world where we publish twice a week. Man “bi-weekly” is a confusing term.)  If you

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