The Entertainment Strategy Guy @EntStrategyGuy Twitter profile

Pinned Tweet

The Entertainment Strategy Guy

8 months

Before I log off for the year, wanted to say thank you to everyone who subscribes! We just passed a big milestone on Substack and are so appreciative of all our followers, subscribers, and supporters.

3

1

6

Last Seen Profiles

@bokeplokalmalam

@Driftz_official

@I_LLkaren

@SamCaoOhio

@hsn_mar93

@toad_linea

@b6D3u760u1ScX

@seanb2b

@shea_group

@s_rp14

@therealsaniya_2

@Tweets_by_Sayan

@2StefanMoore

@renzoalexand

@salmaot7007

@HAPEbeastgang

@nicorn_owarai

@mosisyellow

@kato_coach

@aoumasakamiti

@MaryliBrendel

@AWAN_1_

@fluffycow432

@7lestore

@solidnft

@rwtm_gl63686

@GoonMuffin_

@bokeplokalmalam

@Both27_hard

@pipipi2211

@Busyjhyong

@7m_a_da

@foliedennui

@Twink_smith22

@HaifAlb122

@selianne_

The Entertainment Strategy Guy

@EntStrategyGuy

1 year

Were you told for years that films could go "straight-to-streaming" and make as much money (or more even!) than theatrical films? Today begins an epic odyssey debunking that very notion. With all the data.

The Definitive Case That Studios Should Release Their Films in Theaters

That’s Right...I’m Demolishing One of the Biggest Narratives of the Streaming Wars

entertainment.substack.com

8

62

199

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

Just read a newsletter saying that Netflix proved it could spend it's way to profitability, as the subscriber count of 200 million enables it to breakeven. It totally ignores the reason the company broke even was because it's production completely halted in 2020. Wow.

7

15

119

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

Boom! I solved a problem we didn't know we had. Everyone compares the streamers, but not apples-to-apples. Well here is the DEFINITIVE look at US, paid, streaming subscribers. You're welcome.

Netflix Has as Many Subscribers as Disney+ and Prime Video Put Together In the United States -...

Let me tell you a pet peeve of mine. It’s folks citing how many Amazon Prime Video subscribers Amazon has. Because they don’t know. What you know, or have been told once, is how many Amazon Prime...

entertainmentstrategyguy.com

10

17

103

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Folks, this is a big one. The thing you've been taught about Netflix? Their algorithm? It doesn't exist. Here's several thousand words on that.

The Algorithm is a Lie - Entertainment Strategy Guy

If you were to ask anyone in the entertainment industry—or even non-Hollywood types—what it is that makes Netflix more successful than any other company, the answer is fairly simple: They have an...

entertainmentstrategyguy.com

13

20

101

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Can we just say one other obvious thing? Netflix could get hundreds of millions just by putting their "blockbuster" films in theaters for a few weeks...

10

86

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

1/ As I mentioned earlier, when I first quickly skimmed the Netflix numbers, I thought I was misreading them. As bearish as I am on this stock, I never thought I’d see a “-“ symbol in front of a global subscriber number in the next few years. #Netflix $NFLX @netflix

2

8

87

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

No bubble here. Everything is fine...

Brandon Katz

@Great_Katzby

2 years

#RingsofPower : $58M per episode #StrangerThings4 : $30M per episode MCU shows: ~$20M per episode #TheMandalorian : ~$15M per episode #GameofThrones : ~$15M per episode

20

74

291

3

20

85

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

1/ Suppose I should put out a thread about the WB-Discovery rumors. Everything from HBO Max disappears to, from the tweets, every development exec is fired and tossed into a pit with dragon in a GoT-esque spin off.

4

16

78

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

No monopoly to see here folks! Perfectly functioning competitive market place. @matthewstoller

alex 🏴‍☠️🇺🇸🇺🇦

@alex

3 years

Here’s how bad Google has gotten

29

27

236

3

11

71

The Entertainment Strategy Guy

@EntStrategyGuy

5 years

My goal is to explain the business of entertainment (film, TV, toys, you name it) in terms we can all understand. And I often use pretty geeky topics to do so. Read my deep dive articles and weekly column (the most important story of the week) here:

Welcome to the Entertainment Strategy Guy - Entertainment Strategy Guy

The Latest The Entertainment Strategy Guy July 27, 2021 8:50pm The NBA Final’s Ratings Were Down. Does It Even Matter? I’m a sports fan. Usually come July, this is a bummer. Because nothing’s on....

entertainmentstrategyguy.com

7

5

63

The Entertainment Strategy Guy

@EntStrategyGuy

23 days

The answer is actually half-right. Yes on the splits. Then, split Apple films from Apple TV+, and Apple TV+ from Apple. The key to fixing Hollywood is to stop vertical integration that will allow talent/producers more places to sell their goods. We need a more functioning market

EmpireCity Box Office

@EmpireCityBO

24 days

The reality is @AppleFilms and @AppleTV don't know what they are doing and need leadership, a library and film distribution. @warnerbros and @HBO need to be split off from Discovery and the networks. Both need each other and @Apple could buy them without a second thought.

4

6

96

7

20

63

The Entertainment Strategy Guy

@EntStrategyGuy

5 years

1/ I finished the Prof Galloway streaming wars lecture(?) or talk. I don't listen to his podcast(s), and read his stuff occasionally, so here are my thoughts. Real quick like.

8

15

61

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

My favorite topic is weekly versus binge releases. I can't help myself because I fell on my sword on this at a major streamer. The story of The Boys versus everything at Netflix from Aug/Sep is incredible:

4

14

61

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

In the last few days, seen two different examples where folks said, straight faced "nobody watches broadcast TV". Industry experts. So reminder, if someone uses "nobody" or "everyone" to describe customer behavior, they're likely way off.

6

5

58

The Entertainment Strategy Guy

@EntStrategyGuy

3 months

Every conversation about box office needs to start with this chart. Admittedly, it's the 2021 data, but I honestly doubt if the MPA updated it would have changed: The narratives I hear just do NOT match the data on this. Young people go to the movies MORE than older.

10

14

61

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Our prayers have been answered!!!! @hbomax comes to @nielsen Thank you @Caseybloys !!!

7

4

55

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

1/ Time to dig deep into some Netflix data. #Netflix #Datecdote $NFLX @Netflix A Thread on Netflix' Feature Film Performance

5

14

54

The Entertainment Strategy Guy

@EntStrategyGuy

5 years

Assume you saw this @matthewstoller but have to love how federal courts now interpret classical economics. "Will fewer companies mean higher prices for customers?" Classical Economics: "Yes! Because of pricing power" Judge: "I don't think so because...I just don't."

0

7

51

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

11/ Again, one wants to ask, “Why can’t Zaslav see the ***value*** in straight-to-streaming that Netflix, Prime Video, Disney+ and other see?" Maybe because that value doesn't exist?

1

10

53

The Entertainment Strategy Guy

@EntStrategyGuy

6 years

@carolineframke Pillars of the earth

1

51

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Got an email from Twitter that this happened this AM:

3

1

53

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

Netflix will become TV" has become... "Netflix and Disney+/Hulu" will become TV. Could it evolve too... "NFLX, Disney, Hulu, Prime, Peacock, HBO Max will be TV". Which could become... "A bundle of streamers are offered for one price will be TV"

9

3

51

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

If I made a "definitions" page, free for all, focusing on streaming and entertainment biz, who would want that?

9

1

51

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

I feel like some of us have been pointing this out for literally years. And I mean my entire website. Basically, you can't take multiple revenue streams down to one, make it easier for customers to cancel and raise costs and expect a better business.

Arash Massoudi

@ArashMassoudi

3 years

"What Netflix’s results have shown us recently is something more fundamentally scary for Hollywood: streaming television is going to make less money — maybe a lot less money — for entertainment companies than cable did." via @annaknicolaou

28

92

377

6

8

50

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

I finally prove a point I've been speculating for a while: streaming ratings are WAYYYYYYY down compared to last year! 40% year over year!

5

16

47

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

When could theaters reopen in the US? I think by May is very very certain. Will #BlackWidow be there? That I don't know. But if you want a very optimistic take on vaccines, deaths, cases, all wrapped up in a nice model, I got you covered.

Why I Think Theaters Will Return in May - Entertainment Strategy Guy

A character in The Sun Also Rises described going into bankruptcy as happening “gradually and then all at once.” This apt description has been applied to everything from debt insolvency to failed...

entertainmentstrategyguy.com

2

12

48

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Breaking: Samba TV says @HBO #HouseoftheDragon was the biggest debut "on streaming and pay cable" in 2022 so far. Since everyone is gonna run with this, let me provide some context that only comes because I hoard @SambaTV data points.

2

9

47

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Starting a thread. Going long. I should probably write something about the big story of the week, Disney firing Peter Rice, former head of Disney General Entertainmnet. (TV) Every newsletter/podcast/trade covered this story, so the town thinks its big news. And it is!

2

3

46

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

1.2 million folks bought Mulan on its opening weekend. For the #dataheads this is all the #entbiz data you need. Thanks to @reelgoodapp @AntennaData @rameeztase @Brian_7Park @7ParkData @SensorTower @GoogleTrends @samba_tv for the data!

1.2 Million Folks Bought Mulan in the US During It's Opening Weeknd: The (Not) Definitive Analysis...

How many folks bought Mulan? That’s the buzziest question in the streaming wars right now. Since we don’t know, we’re left to pick at the analytics tea leaves. Fortunately, as each day passes, we’ve...

entertainmentstrategyguy.com

7

22

47

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

With Luca's HUGE second week--28.6 million hours--it is the HIGHEST 2 week total of any original film in my database going back to March 2020. Only film in the top ten to grow from week 1 to 2 as well. More details tomorrow!

0

5

44

The Entertainment Strategy Guy

@EntStrategyGuy

18 days

Seriously, look at this chart about theatrical consolidation @matthewstoller

1

13

46

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

For that data head's, first week where Netflix missed the TV Time TV charts... Yes, this metric isn't perfect (Netflix is ubiquitous), but still the first time that's happened...

6

9

45

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Netflix will never release films in theaters... (Seriously, biggest blow to theaters the last few years was internet giants bidding up projects, but keeping supply from theaters.)

Amazon Plans to Invest $1 Billion a Year in Movies for Theaters

The company aims to release at least 12 films annually in cinemas.

www.bloomberg.com

3

9

45

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

This is the thing, the $225 million for this film. I don't think a non-theatrical release strategy can justify prices that high.

Sonny Bunch

@SonnyBunch

2 years

God only knows what counts as a “win” for Netflix, but these numbers feel … soft. At least, soft at a $450M price point for the rights to make two such movies.

40

11

77

5

44

The Entertainment Strategy Guy

@EntStrategyGuy

24 days

This is basically confirming my theory "The Argylle Treatment". Apple would rather lose money--which could be construed as predatory pricing--than take bad headlines.

Jeff Sneider

@TheInSneider

24 days

I'm hearing Apple is abandoning its theatrical wide-release strategy outside of F1... and it's less about the money than it is about the bad PR. Apple HATES negative headlines...

6

33

165

2

16

44

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

So @HedgeyeComm is obviously one of the sharpest minds out there, and he spotted probably the most "un-customer" friendly thing I've seen them do. Basically, they're hiding their fourth plan on their sign-up page:

10

5

41

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Been thinking a lot about Box Office. Post Sonic/The Bad Guys, I think we can say that Disney skipping theaters with Turning Red probably cost them what $200 million in the U.S.? Not sure the marketing spend would have been much different.

5

6

43

The Entertainment Strategy Guy

@EntStrategyGuy

19 days

Seeing a lot of pretty bad takes on why Olympic viewership is up. Lots of folks want to focus on technology. Is it AI? Is it social media videos? Or is it that it's just in a much better time zone than Japan? That's not nearly as sexy of an answer, but likely much more likely.

5

6

42

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

So the general consensus on #MGM and #Amazon has arrived: Amazon will buy this IP to make tons of spin offs, remakes, reboots and prequels. Which begs the question: Why wasn't MGM already doing this!?!?!?

9

40

The Entertainment Strategy Guy

@EntStrategyGuy

1 year

Quiet story with big strategy implications: Avatar: The Way of Water out on TVOD, not Disney+. Someone should go tell 2019 Bob Iger about what 2023 Bog Iger will think about streaming.

4

41

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

Will add: the single worst UX in all of tech right now is when google search shows you an ad for the company whose website you just searched for. 2 results that are the same thing. But why not just delete the ad then? Because then it's completely obvious that it's pay to play.

Matt Stoller

@matthewstoller

4 years

And yes, supermarket shelves are entirely pay-to-play and driven by kickbacks, which is why you get the same shitty corporate snack food everywhere. (And no, this shouldn't be legal, and it wouldn't be if the gov't enforced the Robinson-Patman Act.)

3

10

115

4

39

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Well, it’s the moment you’ve all been waiting for. (Or dreading). The EntStrategyGuy has FINALLY put up a paywall @substack . I think it’s one of the best deals in entertainment journalism. So here’s why:

Introducing the Streaming Ratings Report Paywall

What it Is, Why You Need It, Why I Need It, and How Much It Costs

entertainment.substack.com

5

6

38

The Entertainment Strategy Guy

@EntStrategyGuy

4 months

Soon, we’re going to get word about the new NBA national media rights deal. You’ll see some headlines and let me level with you: They’re wrong. It isn’t quite “misinformation”. It isn’t an outright lie. It will be true. But it’s deeply, deeply misleading.

5

7

39

The Entertainment Strategy Guy

@EntStrategyGuy

2 months

I seriously don't understand the industry coverage sometimes. IATSE and the AMPTP made a deal, averting a strike--a STRIKE!!!--and it's not front page news on two of the 3 trades?

IATSE & Studios Reach Tentative Agreement On New Basic Agreement

IATSE's current Hollywood contract expires on July 31, giving both sides lots of time to get the tentative deal ratified.

deadline.com

5

18

39

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

1/ Time for the usual Netflix earnings report thread. 2022 Q2 edition. (A thread that should be an article.)

3

5

39

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

I was told Netflix would never do advertising, and they will. I was told they'd never not-binge release series, so now they just break them into smaller and smaller chunks. I was told Netflix films will never go to theaters for 45 days...

Netflix Unveils Fall Movie Slate With Release Dates for ‘Bardo,’ ‘White Noise’ and Lindsay Lohan’s...

Noah Baumbach's black comedy "White Noise," Alejandro Iñárritu’s "Bardo" and Lindsay Lohan's romantic comedy "Falling for Christmas" will debut on Netflix this fall.

variety.com

6

4

37

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

1/ An aggressively moderate take on the future of the entertainment business.

4

6

38

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

1/ Starting last week I began unpacking all the data related to the content battlefield in the #streamingwars in 2020. This meant everything from Netflix datecdotes to Nielsen data to Google trends to countless other analytics firms.

3

6

37

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

1/ Time for a thread: The biggest remaining question I have for Warner Bros. Discovery: What is their plan for Kids Content?

1

3

37

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

BTW, if you want to know who's killing theaters, it's Netflix for having mid-tier films like Knives Out 2 skip theaters and lower the overall box office.

2

3

36

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

Exciting news that tomorrow--fingers crossed--we're launching a new website design for the EntertainmentStrategyGuy. Get pumped!

3

0

36

The Entertainment Strategy Guy

@EntStrategyGuy

1 year

Quote from @Caseybloys to The Ankler is just "chef's kiss" brilliant: “The same people who are concerned today about taking HBO out of the name, in a lot of cases are the same people who were outraged that HBO was put in the name in the first place.” ”

7

4

35

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

Don't want to step on my column later today, but honestly this chart terrifies me. Yes, the last few years have seen growth. That's the bull case. The bear case? In 10 years of growth, median income is just approaching 2009 levels. If #coronavirus causes a deep recession?

Derek Thompson

@DKThomp

5 years

"The 21st century economy sucks and wage growth is a dumpster fire" was a statistically sound story for a long time. But a lot of ppl's strongly negative narratives are frozen in 2014. The labor market's changed a lot in the last 5 years.

13

75

242

2

14

36

The Entertainment Strategy Guy

@EntStrategyGuy

11 months

Disney is (quietly) crushing in terms of streaming viewership for their movies this year. Turns out...you should send your films to theaters.

3

10

34

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

Scott Stuber solved the Streaming Wars for Netflix: There only going to make the good movies going forward. HT @aysrick

6

10

34

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

Great news: Tomorrow I will have updated 2021 US Streaming Subscriber estimates for every streamer!!!

3

1

34

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

Don't let data get in the way of a good narrative, but actually the impact is about equal between #squidgame and #venom . Though likely Squid Game will decay rapidly, whereas Venom has multiple windows to go through. Main diff is Sony makes TONS more than Netflix on Squid Game...

Rich Greenfield, LightShed 🔦

@RichLightShed

3 years

A lot is written about movies/tv entering the zeitgeist -- with meaningful cultural impact Venom 2 crushed at the box office with ~9 million US tickets sold...ultimately should reach 20+ mm tickets Meanwhile, a Korean TV show is dwarfing it #SquidGame is EVERYWHERE in culture

2

7

18

8

6

32

The Entertainment Strategy Guy

@EntStrategyGuy

1 month

As a die-hard NBA fan, I adore the NBA. As an entertainment strategy guy, I can’t get enough about media rights deals. The NBA managing to sign a $76 billion deal, then, really interested me. Especially its impact on the NBA’s salary cap

2

5

35

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Just a reminder, there are still only four business models in entertainment: - Transactions - Advertising - Subscriptions - Selling stuff related to the films/movies/shorts/content.

3

5

35

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

So @profgalloway has been on a TikTok trend the last few issues. He makes some good points, but there's one GLARING issue that I really wish he'd address: Is any of TikTok real? Or better said, how much is real?

3

2

35

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

Why did Netflix raise prices yesterday? Because they are shifting strategies...

Netflix Is Raising Prices Because It is Shifting Strategies - Entertainment Strategy Guy

As of Wednesday, I was flailing for a story of the week. Well, thank you Thursday! And happy Halloween to everyone. Stay safe. Lots of stories, but we have to go with Netflix… (As always, sign up for...

entertainmentstrategyguy.com

7

5

34

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

BTW here's some actual data from the Quorom backing up @SonnyBunch suspicions that yeah the delays aren't working. The studios need to cut the losses and release the films. Covid's damage is done.

Barry Hertz

@HertzBarry

3 years

As Paramount abandons 2021, and other studios wait for SHANG CHI box office returns to make their next moves, some wise words from @SonnyBunch this morning:

3

43

152

2

5

34

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Here's a big one...another update to my U.S. paid streaming subscriber totals, for 2021 Q4. (Just in time to start all over again with Netflix next week!)

U.S. Streaming Subscriber Estimates for Q4 of 2021 - Entertainment Strategy Guy

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...

entertainmentstrategyguy.com

1

4

33

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

Better late that never! The streaming ratings report is out! In which I compare Netflix Bulls/Bears to the vampires/werewolves in Twilight. (Plus #MastersOfNone is the new biggest flop of the year for Netlfix.)

Is "Twilight Summer" A Good or Bad Sign for Netflix? - Entertainment Strategy Guy

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...

entertainmentstrategyguy.com

3

11

32

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

With a new release day, my Nielsen data is only one day old! All about #Manifest and #Luca and even #DowntonAbbey !

Streaming Just Manifested Its Best Week in 2021 - Entertainment Strategy Guy

– For the first time in 2021, weekly top ten viewership surpassed the same week’s viewership in 2020. – Manifest, the recently cancelled NBC series produced by Warner Bros., is a hit for Netflix and...

entertainmentstrategyguy.com

4

13

31

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

It's so interesting that Apple and Amazon can outspend everyone in entertainment, but they also don't show us audited financial statements of those divisions. And everyone assumes they make money. Interesting... 🤔🤔🤔 🤷‍♂️🤷‍♂️🤷‍♂️

4

32

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

Thread: On TV production timelines For broadcast, cable and streaming In an age of coronavirus.

3

6

31

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Based on recent articles, I'm seeing a lot of speculation that personnel moves hurt Netflix. But let me ask, what really was bigger: Cindy Holland leaving in 2020 or The MCU films, Disney films, Friends and The Office leaving since 2020/2021? 🤔🤔🤔

6

1

30

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

Logging off for the day, and leaving with this: It turns out that to win in any content war--from box office to broadcast to streaming--is actually fairly simple: Better content leads to better results. So make great content, win the streaming wars.

2

6

32

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

It's hard to get data about Netflix. But when we do, I hoard it like a preppier with toilet paper. All to bring you the best estimate of Netflix's primetime viewing you'll find.

Netflix is a Broadcast Channel Part I - Entertainment Strategy Guy

One of my big frustrations with the “debate” over Netflix is how little we know. That’s a gripe I share with a lot of folks. One of my big frustrations with coverage of Netflix is how seldom folks...

entertainmentstrategyguy.com

3

15

30

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

Have to pick my jaw up off the floor on this one. We always knew this was happening...but so soon? The #Marvel series headed to either D+ or Hulu? I've called this the "co-production cliff" facing @Netflix before, but never wrote that analysis. Wow.

'Daredevil' Seasons 1-3 Leaving Netflix in March 2022

Seasons 1 to 3 of 'Daredevil' will be leaving Netflix on March 1st, 2022.

www.whats-on-netflix.com

4

8

31

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

Netflix Earnings Report - Thread 2 The Content Thread

2

1

30

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

If he leaves marvel the world falls apart for Disney. I'm not joking on this. He's literally the best Development Exec working in Hollywood.

Brandon Katz

@Great_Katzby

3 years

In this week's Movie Math: We know that Kevin Feige threatened to leave Marvel in 2015 and we know he's reportedly 'angry and embarrassed' with Disney over the ScarJo situation. Hypothetically, what would happen if ever left Marvel?

29

35

184

7

4

31

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

1/ A non-coronavirus topic I’ve meant to address via thread. It’s hard to launch a new streamer because operations are hard. And that has lessons for every player in the streaming wars.

2

9

31

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

The defenders of Ticketmaster/Live Nation out there--and they exist--really do have some heavy lifting to do to explain how a firm with 70% market share isn't a monopoly. I'm with @taylorswift13 on this one. As always, read @matthewstoller

Don't Make Taylor Swift Fans Angry

After the disastrous marketing of Taylor Swift tickets, Live Nation/Ticketmaster is now in more trouble than they've been in since the 1990s. It turns out the Antitrust Division was watching.

www.thebignewsletter.com

3

6

29

The Entertainment Strategy Guy

@EntStrategyGuy

1 year

A quick Thread on Mario’s big weekend, and how it relates to my huge story last week. As most outlets noted, we saw the birth of a franchise with this one.

Weekend projections: Mario storms past $200 million in monster 5-day opening - The Numbers

Universal upped their projection for The Super Mario Bros. Movie’s Friday-to-Sunday earnings to $146.36 million on Sunday morning, which will be enough

www.the-numbers.com

2

10

30

The Entertainment Strategy Guy

@EntStrategyGuy

3 months

We need a six month moratorium on all articles using current box office to predict the doom/demise of theaters. We knew this was coming! We predicted it last October! Everyone! In town!!! Sans the strikes, box office is likely at $10B+ in America this year. Therefore...

9

6

30

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Remember when Netflix was the talent friendly place that would eat Disney, Warner Bros, Universal and HBO's lunches? Ah to be in 2015 again...

The Netflix Film Project

@NReviewed

2 years

The main case was brought by one of the writers of Bird Box, which was budgeted at $71 mil - a figure I found surprising given publicity at the time of its release - Netflix set the license fee for the film at only $6 mil, thereby screwing over talent. (2)

1

0

9

1

29

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

Why is it so important for AT&T to hold the ground with Amazon? I explain in my latest column. That plus Quibi, Apple's big purchase(s), Disney World reopening and more.

All the Complications of the AT&T and Amazon Show Down - Entertainment Strategy Guy

Since May kicked off, I’ve been back to writing two articles per week and have had my highest traffic month since launch. So thank you to all the readers and supporters. If you want to stay on top of...

entertainmentstrategyguy.com

4

5

28

The Entertainment Strategy Guy

@EntStrategyGuy

1 year

Just realized five years ago today I launched The Entertainment Strategy Guy. Sincere thanks to everyone who has supported me along the way and made writing full-time a reality.

Why Does Hollywood Make Bad Movies? - Entertainment Strategy Guy

Before I start writing on a new project, I often feel compelled to explain myself. Why am I putting my words to paper (or coded into bits, since you’re reading this on the web)? Why are my words...

entertainmentstrategyguy.com

2

3

29

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Seeing thoughts out there that Warner Bros Discovery killing off the Batgirl movie is a bad strategic move because of the bad PR. So it's worth quoting this from my latest strategy column.

5

9

26

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Streaming ratings alert: HBO Max put four ***4!!!*** titles on the acquired TV list.

2

4

29

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

Wow. This point is probably very accurate. Also, congrats to the too clever by half "Amazon can acquire MGM and there are no antitrust issues at all!" Um, Amazon uses one business (AWS, Fire) to extract rents in another. Classic monopoly/oligopoly behavior.

Brent Lynch

@BrentLynch

3 years

@EntStrategyGuy As Ben Fritz suggested, likely part of the deal to get Peacock on Amazon Fire Devices by offering them this window.

0

3

5

28

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

Definitely my biggest reply I've gotten.

Reed Hastings

@reedhastings

3 years

@pkafka @EntStrategyGuy @eliotwb @maureenmfarrell Trying to be more human. We serve members, not units or users.

8

5

46

2

1

28

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

It's time for the article EVERYONE has been waiting for: The Dog Not Barking of the Year. Meaning the flop! The miss! The dare I say bomb in streaming you've all missed. But what was it?

ESG Report: Uh-oh, Streaming Musicals Keep Bombing

Netflix’s 'Tick, Tick...Boom!' with Lin-Manuel Miranda was NOT another 'Hamilton' — and the problems kept mounting

theankler.com

4

3

26

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

What are... "Unique Streaming Days per Month" "The TV Habit" "The Broadcast Streamer" and "the distribution of fandom"? Plus, why I think Peacock can win the streaming wars explained in my latest... #peacock #Netflix $CMSCA $NFLX

Can Peacock's "Live TV" Strategy Win the Streaming Wars? Yes - Entertainment Strategy Guy

It’s rare–though not as rare as it seems–for a company to compete not just for the top spot in my weekly judgement of the most important story in entertainment, but to have two different stories...

entertainmentstrategyguy.com

4

28

The Entertainment Strategy Guy

@EntStrategyGuy

6 months

This is a fascinating story and one I legitimately don't have an answer for: how how Tubi grown so fast compared to Roku Channel or Pluto? What are the drivers here? Programming? Distribution? I honestly don't know and haven't read a strong explanation.

Michael Mulvihill

@mulvihill79

6 months

Tubi’s viewership is my favorite “nobody knows anything” data point in media. I would conservatively guess that 1000x more articles and podcasts have been done about Dis+/Peacock/Max/Par+ than about Tubi…..but here we are.

16

102

10

1

28

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

I got a data banger coming out shortly. The question: How quickly do films decay in viewership on Netflix? Answers shortly.

8

0

28

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

Hey, a number! In an Amazon earnings report! There you go! Then no more numbers about entertainment anywhere else. They're doing so well it's not even worth mentioning. (sarcasm)

1

3

27

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

CRAZY that Lord of the Rings/Hobbit rights are up for sale. Variety says at least $2B, and sorry but I think this costs way more than that. WB, Disney, Netflix? Who won't bid on this?

8

1

27

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

So one of my favorite cuts of meat to cook is a pork shoulder. Pulled pork, carnitas, pork ragu, pork chili, you name it I love slow cooking it. This week's column has slow cooked in my head for months now. Essentially this quad chart:

5

26

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

1/ Disney Earnings Thread 2021 Q2. To start, this "no news" is ABSOLUTELY the most important news of the day:

2

27

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

13/ But that’s silly. As I’ve written for years, you can’t make nearly as much in one, almost free window (streaming) as you can in multiple windows (film to home ent to streaming). Zaslav--and team of course--see the film models the way I do.

Should You Release Your Movie Straight to Streaming? Part I - Entertainment Strategy Guy

Since 2019 started, there has been a debate among the entertainment biz literati (you know who they are): Should you keep releasing your films in theaters, or go straight to streaming? I first saw...

entertainmentstrategyguy.com

1

2

26

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Also, for the tiny group who cares, podcast equipment has been ordered. (I know, passive voice.) After some testing, targeting September for a grand podcast tour...

2

1

26

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

I'm calling my shot. Based on @AntennaData , @HedgeyeComm and @SensorTower data... in the U.S. and Canada alone, my guess is Netflix loses 2 million subscribers.

Netflix Users Going, Going...

They warned Q2 subscriber losses would be bad. But available data shows it may be far worse

theankler.com

5

6

25

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

But I was told the FTC was powerless to even try to stop these mergers? That's what the "experts" have been saying for months.

Matt Stoller

@matthewstoller

2 years

Biden antitrust enforcers sue to block the Microsoft-Activision merger. The lone pro-merger FTC official is (unsurprisingly) Republican @CSWilsonFTC

3

14

53

0

8

25

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

BTW, for the record... I'd love to see anywhere I said Netflix was doomed or dead. Ever. In fact, I'm going to repeat that I think Netflix is very likely the top streamer globally over the next 3 to 5 years.

3

1

26

The Entertainment Strategy Guy

@EntStrategyGuy

2 years

Some fun facts about top streaming film debuts in 2022: - Disney owns 6 of top 8 spots. - 6 of the top 12 films had theatrical debuts.

4

8

25

The Entertainment Strategy Guy

@EntStrategyGuy

3 years

Part II of the streaming ratings report is out! I think Paramount+ had their best week of the streaming wars. Here's the details:

Paramount+ (and ViacomCBS) Had Their Best Week Of the Streaming Wars - Entertainment Strategy Guy

This week I’m continuing a bit of an experiment, having split my usual streaming ratings report into two pieces, film and TV. Today we continue with TV. Since we received Nielsen data late, this...

entertainmentstrategyguy.com

4

7

25

The Entertainment Strategy Guy

@EntStrategyGuy

4 years

1/ Netflix Earnings Report Thread - Q3 of 2020 Hypothesis: Netflix subscriber growth was low due to a weak content slate in the most recent quarter.

1

3

25