Apple briefly became the first $3 trillion company. Its valuation is roughly equal to the gross domestic product of Britain or India. And it is equivalent to about six JPMorgan Chases, the biggest American bank, or 30 General Electrics. This milestone constrasts dramatically with today’s valuations of legacy media companies like Disney, ViacomCBS and Discovery, …
The buzz of the week centred on The Walt Disney Company‘s announcement that Disney+ had added only 2 million subscribers in 3Q 21. Lightshed Ventures Partner Rich Greenfield shared with Bloomberg‘s Emily Chang his useful analysis of why Disney’s streaming strategy is failing. The message: Disney owns all the programming and other resources to accelerate …
In a failing difficult bid to catch up with Netflix, the legacy media groups are investing heavily in promoting their streaming services on their own and other channels. iSpot.tv reported on the promotion and advertising spend by the major TV network groups for their streamers. Discovery+ Ran 420,485 national TV airings of promotion/advertising content, with …
What is Netflix’s share of U.S. viewing? Last month I reported on Comscore’s June 2021 findings that Netflix (26% market share) and YouTube (21%) dominate viewership on connected TV’s. The key Comscore measure is ‘Time Spent’. Here’s the chart: Misleading However, the data is misleading if you are a producer, distributor or programmer whose job …
A random email blast from streaming promoter KillTheCableBill revealed lots of fascinating data about the streamers – their subscribers and their economics. The Netflix breakdown by political party is a favorite: What does it mean? Demographics Cable subscribers are found more in U.S. counties and households that are characterized by lower income, but above poverty. …
“When you look at the entertainment war for attention and you realise that there are seven trillion-dollar Death Stars – Amazon, Google, Facebook, Microsoft, Apple, Tencent and Alibaba – all with unlimited resources and diversified revenue models, you understand why scale is the most important thing,” says Evan Shapiro, producer, media commentator and creator of …
Two articles on the state of the industry caught my attention this week: A brilliant analysis of a key success factor for streamers from Lightshed Partners. And a ho-hum Wall Street Journal story that nonetheless captures the current investment frenzy for Unscripted productions. Nat Geo also shared an updated INCLUSION STANDARDS. Scroll down for the …
Three years ago, I wrote here: “Discovery must be in play after AT&T’s recent takeover of Time Warner with its Warner Bros, HBO and Turner programming assets.” (Discovery for Sale, June 20, 2018) ATT confirmed today that it will spin off its renamed WarnerMedia unit into Discovery Inc. My Initial Takeaways: 1.Discovery Transformed A leading …