Here are my key Takeaways for 2018. It was the year in which Netflix accelerated its challenge to the entire film and television eco-system, with the Amazon behemoth adding to the disruptive force of online video. 1.Channels Under Threat. Factual commissions boomed since the mid-Eighties. A tiny documentary market exploded into the global Unscripted industry …
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 …
Netflix and Amazon Prime famously don’t disclose their viewing data. We don’t know how many subscribers are watching documentary and unscripted programs. Or how their audience breaks down, for example by gender, age, education and income. And how do the hit, binge-watched scripted series compare with the unscripted audience on the OTT/Netflix platforms? The lack of …