Netflix Market Value Crashes: What does losing $50 Bn mean for producers?

Investors hammered Netflix‘s market value by $50 Billion last week, and by around $130 Bn since November. There’s a complex web of dynamics at work here.  Let’s pick them apart, and see if we can come up with Takeaways for the documentary/unscripted community. Fickle Investors: Market analysts are a small, fickle bunch, and they tend …

Fading U.S. Channels: How steep is their audience decline in the streaming era?

Variety Intelligence recently published Fading Ratings, featuring a useful series of charts that captures the downward audience trend over five-to-seven years of several portfolios of U.S. networks. The starting points are 2014 or 2016. SVOD’s Rising: The context-setting chart highlights the rise of Netflix and the top subscription streamers. The SVOD’s may be leading the …

Need To Know for ’22 #1. Apple Hits $3 Trillion Market Cap. Tech giants extend dominance over legacy media players

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, …

Happy Holidays from Stockholm: Wrapping up 2021. Excited about 2022!

  Wishing my friends and colleagues a happy holiday season from Stockholm! Our family is gathering in Uppsala for Christmas; its the first time that we’re all together since 2019! For 2022, I’m excited about providing you with more analysis and context, particularly covering how the revolutionary shift from channels to streamers is impacting documentary …

Sunny Side News Roundup: Global Shift to Streaming Accelerates

The rush from linear to streaming accelerates. Netflix reaches saturation in North America and is targeting global growth (See chart). Its U.S. rivals are mostly left far behind in both subscribers and in spend on original programs. Streaming competitors have emerged in Europe and elsewhere. The good news is that the platforms need content including …

GZ DOC Panel: Global Factual Content Summit: 2021 VOD Platforms & Festivals

What are the key demand trends in the documentary sector across platforms, and how are the festivals responding? That was the ambitious topic for this morning’s recording of an engaging panel for the upcoming Guangzho International Documentary Film Festival 2021. China had almost fallen off my radar after many years of deep involvement in the …