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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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When Going “All In” Is Bad Strategy

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

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Is Paramount Plus “Focused” on Winning?

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 Plus investor presentation this week. But it really was

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My (Aggressively Moderate) Take on Apple One

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

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Two Stories for the Price of One Column

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

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What Is SuperCBS’ Super Power?

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

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