Visual of the Week

It’s time, once again, for my estimates of the number of subscribers in the U.S. for every major streamer.  As a reminder… – I estimate paid subscribers for EVERY streamer, even the ones that disclose nothing, like Amazon and Apple. – My goal is to estimate the “paid” subscribers per

Today, I’m getting my “visual of the week” feature back on track. (Has this feature ever actually been weekly? No, so I should probably change the name…) When I say “visual”, I don’t necessarily mean “chart” or something numerical. This isn’t “chart of the week”, it’s a “visual”, loosely defined.

It’s playoffs baby! Not for sports, mind you. (Though technically the MLB All-Star game is on.) I mean for streaming. Earnings season starts tomorrow! For Netflix, it’s a fairly important quarter, coming off two down quarters for the world’s leading streamer.  (Though that’s kind of like U.S. elections: every election

[This is the week! After Friday, my paywall goes up. I don’t want to beg, so just know that this is the last week to get the “Founder’s Price” of $120 a year, per year, forever. No price increases. It’s a thank you to all of my loyal supporter and

One of the pieces of advice Substack gives you when you start trying to “monetize” is to keep putting out lots of good content for free subscribers. They recommend this because most people’s gut—including my own!—is to do the opposite, hoarding your good stuff behind your paywall like Smaug hoarding

Well, last week we had pretty big news: the Warner Bros (formerly Warner Media) and Discovery merger officially closed. I had covered this topic in-depth when the deal cleared the final regulatory hurdles in February, if you want my thoughts. But what about the political machinations of last week, like