“Netflix: Your time in the sun is over!” That’s the view of the influential Wall Street Analyst Laura Martin at Needham & Co. Her recent stock downgrade note to investors briefly lopped several $ billions off Netflix’s market value. What is she saying? Is there a counter-argument? And what does her negative Netflix forecast mean …
Are Netflix and the streamers killing the channels’ business? And thus are opportunities shrinking for producers at the end of the ’20-teens’? Sample – 12 Factual Channels: For my presentation to the upcoming New York State Bar Association annual conference, Nielsen aggregated the Primetime audience for 12 channels that focus on Factual programs. They are: …
Don’t miss our monthly selection of stories that capture industry trends, curated with my friends and partners at Sunny Side of the Doc. Streamers are Green-lighting! Mickey Mouse doc for Disney from auteur Morgan Neville // Realscreen DISNEY+ tweets out nostalgic lineup for debut // Ad Week HBO Max commissions Monica Lewinsky scandal doc and …
Apple faces daunting competition in the Streaming Wars. As consumers turn to the SVOD / subscription / “All You Can Eat” video model, they are cutting back on purchasing and renting programs. Take a look at the 3+ year trend in US Home Entertainment Spending revealed in the chart below from DEG and nScreenMedia: The …
At Sunny Side of the Doc, producers packed into the presentation on Netflix’s documentary strategy. But they were less interested in learning What Do We Want? from the many broadcasters, cablers & foundations who presented later. The producers missed out on a lot of valuable information that could translate into new business. Here’s why the …
Why do Netflix-type Subscription Video On Demand / Over-The-Top (SVOD/OTT) services succeed? Or fail? My colleague Dr John Morse (Byron Media) shared a very useful presentation / webinar from research firm Parks Associates titled AVOIDING OTT’s TOP FIVE MISTAKES. The key is Subscriber Retention. More than 25% of current SVOD/OTT customers have recently cancelled a …
Producers are on the receiving end of another rate card reduction from Amazon Prime Video Direct. The online retail behemoth is cutting U.S. royalties from the present range of 6 to 15 cents per-hour-viewed. The new rate is between 4 and 10 cents per-hour-viewed. A similar 33% rate reduction is being introduced in UK, Germany …
The feature documentary is booming. That’s the message from Sundance 2019. Reported bids for rights approach $20 million. Topping the list is Knock Down the House, the Sundance Audience Award winner that captures the run for Congress in 2018 of the “AOC” superstar Alexandria Ocasio-Cortez. The SVOD giant reportedly bid $10 million for worldwide rights. That’s …