Dear Friends & Colleagues, It’s been a fascinating year to report on the online video tsunami that is restructuring our industry. As the New Year approaches, we often feel that Netflix and Amazon Prime in particular are changing everything, and at an accelerating rate… I hope that my analysis of the emerging ecosystem for documentary and unscripted programs helps you …
Is the U.S. Cable /Satellite Channels business facing its Napster moment? That’s when a disruptive online solution (Napster) sucks the revenues out of an established business model (the CD-based retail music industry.) Cord-cutting accelerated to record levels in the 3rd Quarter, surprising industry analysts. Cord-nevers: The mainly Millennial non-cabled home is a growing segment. Cord-nevers …
This week’s podcast covers Netflix. Our focus is on its deals with producers. And on how the channels’ deal terms are evolving in response to the rise of the online video platforms. Sharing his experience is veteran programming executive John Ford. John is an extremely well-placed analyst of the market in his current position as General Manager …
Anthony Bourdain measured up as #2 in the entire online video universe. He was eclipsed only by the BBC’s massive Planet Earth / Blue Planet franchise. That’s the key finding from Parrot Analytics‘ latest measure of global online engagement in documentary programs and series. Parrot is a cutting-edge research firm that sweeps up millions and …
Facebook is fumbling its video strategy. I have argued here that unlike traditional media players like Disney and Discovery, Facebook enjoys the financial scale and margins to throw endless buckets of mud against the wall of its video / social media strategy to see what sticks. That’s despite the hammering that Facebook’s reputation and enterprise value …
Welcome to the first of my podcasts on the business of the unscripted business. The topic: Barack and Michelle Obama have formed a production company with Netflix‘s backing. The definition of “A-Lister” will never be quite the same when it comes to pitching. What does it mean for producers that the competitive bar to earn your buyers’ …
The program development process is changing in ways that are very consequential for the profitability of independent producers. That’s the message from Michael Hoff, founder and CEO of Hoff Productions, based in the Bay Area since 1993. Michael has been a great friend and valued supporter of this newsletter. We have been sharing notes about the …
Do online video subscribers watch documentaries? This week’s post pulls back the curtain, but just a little. Research firm Comscore tracks Monthly Uniques for Hulu, the #3 U.S. online subscription service after Netflix and Amazon. The Findings: The data is by programming category: And here is the detail: HULU Monthly Uniques, March 2018 Millions …