Currently, I’m mainly using my Substack account to send out my Streaming Ratings Report. But that’s hardly everything I write, as I write strategy articles for both my website and at The Ankler (behind their paywall). Here’s a collection of those articles, in case you missed them in March:
“Bringing Numbers To A Slap Fight: Even More Oscar Thoughts”. After writing a ton about the Oscars, I wrapped up my last thoughts last week on the big awards show. In particular, the viewership numbers (and a bit of a victory lap for my prediction).
“ESG: The First Hard Lessons of 2022: Plus an exclusive piece of data about ‘Hamilton'”. To keep myself accountable, I provided an end of quarter update on everything I got right and wrong so far in 2022.
“What Does The Merger Of The Month Mean For Amazon? The Most Important Story of the Week for 22-Mar-22”. Amazon and MGM’s merger finally closing is the big story of the month of March, but I also covered Netflix limiting password sharing, Comcast-NBC Universal pulling out of Hulu, the Discovery+/HBO Max merger, and more in this column. (If you want more merger mania, check out this post from February, discussing Hollywood’s other giant merger.)
“Are Oscar Films Good Business Strategy? ESG on who’s winning in soft value prestige (if not profits)”. Over at the Ankler, I wrote about the Oscars, who makes the most the winning films, and what strategy lessons we can learn from the fight for Best Picture.
“The Question I Want To Answer In 2022”. For the last two years, I’ve picked one question to try guide my thinking on the streaming wars. For 2022, I’m curious what the next generation of cord cutters looks like.
“ESG: Netflix's Drip Drip Decline: The streamer's market share is nearly half of what it was there years ago”. Are the streaming wars getting more competitive? All the data points to yes.
“Content's Bubble and The Sum of All Fears: ESG’s worst-case scenario: "Folks don’t realize they’re in a bubble until after it bursts". In this Ankler column, in an article that I’ve been thinking about for a long time, I wonder if Hollywood is in the middle of a content bubble and what happens if that bubble bursts.
Going forward, I will either try to include these links in more articles sent to through this newsletter, or send future editions of an ICYMI article. Let me know what you think of this feature.