Disney Dances Ever More Closely with Disney+ and the Streaming Model!

Disney announced that Dancing with the Stars (DWTS) is jumping exclusively to Disney+. It’s a move with potential implications for the documentary niche. DWTS’s 16 years (30 seasons) of primetime on Disney’s ABC broadcast network are over. CEO Bob Chapek‘s announcement accelerates the strategic shift in Disney’s investment in original programming towards Disney+ and away …

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, …

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 …