Netflix's First Big Theatrical Release Tests Fantasy Revival
I'm excited for @netflix's #Narnia movie for three reasons. 1. It's the streamer's biggest theatrical step 2. It will test franchise IP reactivation/fantasy hunger 3. I love Greta Gerwig See how the film is tracking and what it means for the industry. https://t.co/xij6SmW3BX
Warner & Paramount Skydance Deliver 200 Shows, Boost Market Leverage
Warner Bros makes roughly 80 shows a year for internal/external destinations. Paramount Skydance makes roughly 120 shows a year for internal/external destinations. Massive combined leverage as a third-party content supplier on the open market.
Massive Media Mergers Keep Missing Value Creation
AT&T paid $85.4B for Warner Bros. and failed to create value. Disney paid $71.3B for Fox and has struggled to consistently wring value out of it. Discovery paid $43B for Warner Bros. and failed to create value. Paramount will pay $111B...
Netflix Slides 30% After Failed WBD Merger, Confidence Restored
Netflix’s stock is down ~30% since the WBD merger drama began. While losing WBD removes the last clear major growth lever, it likely reestablishes some investor confidence. Longer-term, we’ll see if they miss the lost IP. But recent major media...
WonderMan's Modest Debut: 10.3M Hours, Hopes for Longevity
#WonderMan debuted to 10.3M U.S. hours, per @nielsen. As a ~half hour binge release, that's not awful but it's not great. Longer hit shows tend to premiere to 20M+ hours. I hope it has legs and can stay on the...
Post-Game Libraries Unlock ROI Amid Rising Sports Costs
Audiences love sports, but the cost of sports rights are getting out of control. How can streaming platforms ever hope to generate an ROI? By building the perfect post-game library funnel. My latest for @observer https://t.co/UNOXVWp3wA
The Odyssey Leads; Oppenheimer Lags in Early Tracking
I compared the tracking for #TheOdyssey and #Oppenehimer at the same five-month pre-release point to see what the data says. If you're curious: https://t.co/Pkk9ZNJcVS
Paramount Pulls Aang Despite Franchise’s Strong Viewership
The #Avatar franchise has sustained ~20 years of TV viewership. Animation = ~15% of annual domestic BO. Kids entertainment = 2nd largest genre share of original/new BO hits (2021–25). Yet Paramount still pulled #TheLegendofAang #TheLastAirbender from theaters. Make it make...
Data Guides Positioning, Yet Quality Creativity Wins
Working in entertainment analytics I am often asked how best to position a title for success. But data can help you aim more accurately and efficiently. What it can’t do is provide the single most important element to success: a...