Introducing…The Taylor Swift Data Fallacy
(Welcome to the Entertainment Strategy Guy, a newsletter on the entertainment industry and business strategy.| The Entertainment Strategy Guy
(Welcome to the Entertainment Strategy Guy, a newsletter on the entertainment industry and business strategy.| The Entertainment Strategy Guy
The Sep-2025 Renewals, Cancellations, Un-Orders and Removals Part I| The Entertainment Strategy Guy
The best writing on entertainment strategy including a weekly "Streaming Ratings Report", unpacking what shows and films are winning the streaming wars. Click to read The Entertainment Strategy Guy, a Substack publication with tens of thousands of subscribers.| entertainment.substack.com
The Streaming Ratings Report for 5-May-2025| entertainment.substack.com
While it may be true that a Lannister always pays his debts, HBO has no debt to speak of from its massively successful 8 season run of Game Of Thrones.| Decider
A big topic in the streaming world has been who owns what. All I can say is, “Finally!” For many years, we—sort of speaking of the business press, especially the casual observers—have treated all streaming TV shows interchangeably. If Netflix branded a show an “original” for all intents, the press referred to it as an original and lumped all the originals together. With the Friends on Netflix issue coming to a ... Read MoreLicensed, Co-Productions and Wholly-Owned Television Show...| Entertainment Strategy Guy
The trouble with value chains—which I unveiled Monday—is that they don’t stay the same forever. They are constantly changing. Disruption, right? Take filmed entertainment. In 1980, it was just movies and TV, with movies in theaters and TV on broadcast. But home entertainment, cable, digital and the internet have all disrupted those two models. Plus toys and merchandise are sold for all of it now at unconsidered levels back then. ... Read MorePorter’s Five Forces…Explained| Entertainment Strategy Guy
(This is Part I of a multi-part series answering the question: “How Much Money Did Disney Make on the Lucasfilm deal?” Previous sections are here: Part I: Introduction & “The Time Value of Money Explained” Appendix: Feature Film Finances Explained! Part II: Star Wars Movie Revenue So Far Part III: The Economics of Blockbusters Part IV: Movie Revenue – Modeling the Scenarios Part V: The Analysis! Implications, Takeaways and Cautions ... Read MoreHow much money will Disney make (or lo...| Entertainment Strategy Guy
2019 is off to a great start for “maps of the entertainment universe”. When I was writing on media consolidation, I wanted to make one of these to help explain this crazy industry in better detail. But I doubt it would have looked as good visualization as this Wall Street Journal visualization I saw on Twitter last week: Source: Wall Street Journal What I love about that image is that ... Read MoreValue Chains…Explained!| Entertainment Strategy Guy
It’s Still “Fine”, But There Likely Won’t Be the Huge Salary Cap Spike| entertainment.substack.com
Take a look at this headline (from 2019): “League Of Legends Gets More Viewers Than the Super Bowl” Maybe you saw this; maybe you clicked on the link; maybe you even shared it. But if you did, you should know that… MORE PEOPLE DID NOT WATCH THE LEAGUE OF LEGENDS FINALS THAN THE SUPER BOWL!!!!! Sorry for the all caps-lock, underline, italicized, bolded text there, but this type of statistic ... Read MoreApples-to-Apples…Explained| Entertainment Strategy Guy
(Except on rare occasions, we only like to send out two newsletters a week to keep from spamming your inbox. But this is a rare occasion, since the EntStrategyGuy is putting up a paywall on Friday, 17-June-2022. Subscribe here! This article lays out my data philosophy , so we felt that it was important to send out to everyone. I’ve also written a series of articles debunking myths about streaming ratings, ... Read MoreWhy My Data “Philosophy” is The Best in the Industry| Entertainment Strategy Guy
Here are some fun stats. What do they tell us? – Netflix over the summer had 80 million customer accounts watch one of their Netflix Original Romantic Comedies. – Netflix had 20 million streams for The Christmas Chronicles over the last weekend. – Amazon Prime/Video/Studios had 14.7 million total customers watch an NFL Thursday Night football game. – Snapchat had over 10 million viewers watch a Snapchat Original show this ... Read More“Datecdotes” Explained…| Entertainment Strategy Guy
Each week, at the end of both the TV and Film sections in the Streaming Ratings Report, I nominate “Dogs Not Barking” of the week, which may lead you to ask: What is a “Dog Not Barking”? Good question! It’s a term that I started using, inspired by a Sherlock Holmes short story, to describe how a certain type film or TV show underperforms on the streaming ratings charts. So ... Read MoreDogs Not Barking (Or DNBs)…Explained| Entertainment Strategy Guy
About | Articles | Updates | Speaking | Consulting What is Aggregation Theory? Aggregation Theory is a completely new way to understand business in the Internet age. Business schools suggest that w…| Stratechery by Ben Thompson
