Explaining the Business of Entertainment
– 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
Sometimes, a statistic is just crazy enough to make it the story of the week. This month that’s this: At various times in June of 2021, AMC Theaters was more highly valued than half of the S&P 500. That’s crazy enough to be… Most Important Story of the Week –
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
The big story of last week is fairly obvious: Disney moved Black Widow to July, along with changing the distribution strategies for Luca (now straight-to-streaming) and Black Widow (now going to theaters and premium VOD). (Sign up for my newsletter to get my column and streaming ratings report delivered to
Sometimes, I can only fight it so much. As much as I want to pivot and pick a unique story from every other analyst, sometimes I just can’t. The top story is what it is. Yes, every columnist wrote about Paramount+’s investor presentation this week. But it really was the
The goal this week? Keep this column under 2,000 words and not split into two parts. Can we do it? Sure. Even better? We can do it with a story most folks missed! The only challenge will be restraining myself on Covid-19 thoughts. Let’s get to it. (Sign up for
Whenever a big tech company sneezes, the entire techno-entertainment industrial complex catches a case of “they’re taking over the world”. Such is my read of the latest announcement that Apple is launching a multimedia bundle called Apple One. For months, CWSMF (Celebrity Wall Street Media Futurists) had speculated and salivated
Welcome back to my weekly column! Each week I try to suss out the most important story in entertainment. Since I have several weeks worth of news stories to cull through, this week I’ll have to take care of some house cleaning to start. First,I’ll cover my thoughts on the
When CBS finally merged with Viacom after a “will they/won’t they” that rivaled Ross and Rachel (and previously Sam and Diane, I’m told…). The big question was, “What is their strategy?” Will they be a content Arms Dealer, as Rich Greenfield suggested? Will they lean into the declining bundle, as
Let’s get right into Part II of my a quest to find SuperCBS’ competitive advantage. (Reminder: SuperCBS is my nickname for ViacomCBS.) Competitive Advantage: Become a Content Arm’s Dealer Why? I’ll be honest, I didn’t come up with this on my own. I first read it on Twitter by Rich