Is Peacock the “New Quibi?” Wall Streeters say “Stop! Put a bullet in it!”

Influential Wall Street analysts Lightshed Partners report that NBCUniversal has spent $2.5 Billion on its Peacock streaming service. And what has it got? Peacock subscribers are stuck at around 14 million. There were zero subscriber gains for the recent quarter. Peacock lags far behind its competitors Netflix (221 million subscribers), Disney+ (138 Mn), HBO Max (77 …

Netflix & the Rise of the Streamers: What do the Charts Say?

Netflix and the streamers share only a sliver of useful data about their viewing audience. However, a steady flow of independent research provides a jigsaw puzzle of insights into the streaming ecosystem. Lots of worthwhile data crossed my desk this month. Here are 12 highlight charts, with just a little commentary. Don’t miss my Desktop …

“2000 Mules”: $11+ million payday for a “stolen election” documentary

“Bullshit!” That’s how Donald Trump’s attorney general William Barr describes the claimed evidence of election fraud presented in the documentary 2000 Mules. Barr was being deposed for last week’s Congressional hearings on the January 6, 2021 riot at the U.S. Capitol. The hearings characterize the proponents of these election falsehoods — like the producers of …

Cannes Film Festival: Documentary Takeaways with Veteran Sales Agent Jan Rofekamp. Podcast

JAN ROFEKAMP is the highly-respected, veteran documentary distributor and consultant who has led sales agent FILMS TRANSIT INTERNATIONAL since 1982, overseeing more than 500 documentaries. Jan attended the post-Covid 2022 edition of the giant CANNES FILM FESTIVAL. He shares his Takeaways on what happened at Cannes, and what it reveals about the state of the …

True Crime All the Time: Bulk Gives Way to Bespoke

by Ed Hersh. If there’s anyone out there who doesn’t yet believe that the media ecosystem is shifting under our feet, the tumultuous events of the last few weeks at Netflix, Warner/Discovery and CNN certainly should convince you. And nowhere can you see these shifts more clearly than in the still-burgeoning field of True Crime …

Netflix Bloodbath Explained (Part 2): Where’s the programming Zeitgeist?

In Friday’s post, I shared how the Netflix commentariat circled around three causes of Netflix’s subscriber slowdown: Covid recovery means less hours viewed. Competition from Disney+, HBO Max and others. Free, advertiser-supported AVOD services are attractive alternatives to the SVODs. Join my special Live Q&A webinar Bloodbath at Netflix: What’s Next for Producers? Tuesday April 26 …

Rupert Murdoch’s Power: My ANZAC Day Reflection on the How a Kingmaker Father Inspired the ‘Aussie Prince’ (Updated)

Rupert Murdoch stepped into his father’s shoes when he took aim at power and profit.   Keith Murdoch was the Australian kingmaker who taught the young Rupert how to forge political influence from media ownership. The son’s values differ from the father: Rupert’s promotes as his wedge instrument incitement of racial and class resentment saturated with …