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With all the #HBOMax news, realized I should look at my articles that help describe the drama. So quick threads of a "reading list" of EntStrategyGuy's *explainers* on streaming, with an HBO tinge. $T
First, and most importantly, I tried to value the impact of #GameOfThrones for #HBO. As far as I know, no one else has attempted an economic analysis as detailed.

decider.com/2019/05/21/gam…
Second, here's the directors commentary for that epic.

Again, in something few other analysts do, I explain step-by-step how I came to my conclusions. It's a how to guide if you want to learn how to do this yourself.

entertainmentstrategyguy.com/2019/05/23/how…
Third, the glaring weakness of HBO Max is clear: They don't have a franchise hit the way #DisneyPlus did with the #Mandalorian. Here's my column on why that matters.

entertainmentstrategyguy.com/2019/11/08/mos…
Fourth, here's my thoughts on HBO Max from the fall. I'm waiting a few months before I pass judgement on how right or wrong I was.

entertainmentstrategyguy.com/2019/11/01/mos…
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The Entertainment Strategy Guy
@EntStrategyGuy
Thread: On TV production timelines

For broadcast, cable and streaming

In an age of coronavirus.
Why? To understand the delays caused by coronavirus shut downs, this is what basically impacts everything.
1/ As I’ve said before, in a previous life I did a LOT of content planning for a streamer. One of the things meant understanding when we clicked “Go” on a scripted series when it would come to air.

This is the rule of thumb I used for calendar planning. Like years out.
Read 34 tweets
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The Entertainment Strategy Guy
@EntStrategyGuy
1/ A non-coronavirus topic I’ve meant to address via thread.

It’s hard to launch a new streamer because operations are hard.

And that has lessons for every player in the streaming wars.
2/ To be clear, I’m distinguishing here between operations at a studio and producing a TV show. So this will be a bit of a primer.

Said another way, most streamers are building their own “studios”, when maybe buying one would have been much easier.
3/ Most studios don’t do the actual work of producing their own shows. Instead, they hire a lot of smaller production companies to produce the shows, and pay them for that work. (Why? To keep headcount low and limit liability. And that’s just how it’s done.)
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The Entertainment Strategy Guy
@EntStrategyGuy
1/ Here’s my #WedNFLXday thoughts, but inspired by Amazon getting their ratings released by #Nielsen. #Netflix @Netflix
2/ In general, the rule of thumb is that something that is popular on one platform or metric, then it is popular on every platform and metric.

I’ll explain ramifications from that, share some tweets that inspired this idea and the limits of the argument now.
3/ Here are the two inspiration tweets for this. First, @stuartsymington on the Nielsen expansion to Amazon (they already do $NFLX, I believe)

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