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20 Oct, 4 tweets, 2 min read
Happy Netflix Earnings Day! #Netflix $NFLX

Celebrate by reading my latest "visual of the week" and check in later as I try to extract insights from the last 7 weeks of Nielsen data.

entertainmentstrategyguy.com/2020/10/19/vis…
BTW, later today I hope to use Nielsen to see what the most popular non-datecdote shows are.

Current leader is Outer Banks
Also, @NReviewed, can I get a quarterly "Here's how many films Netflix has released through Q3 for 2020? cc @kasey__moore

(or anyone else who knows)

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More from @EntStrategyGuy

The Entertainment Strategy Guy Profile picture
20 Oct
1/ Netflix Earnings Report Thread - Q3 of 2020

Hypothesis: Netflix subscriber growth was low due to a weak content slate in the most recent quarter.
2/ Netflix guided to 2.5 million subscribers, which they were under by .3 million, at 2.2. (The street was estimating 3M.)

I don't care about estimates, though, because why set expectations on expectations? For me, the question is growth: is it slowing or accelerating.
3/ Honestly, this chart looks like slowing. It's got high growth regular, then 2020 starts to hop around like toddler drawing an "M". Image
Read 30 tweets
The Entertainment Strategy Guy Profile picture
19 Oct
1/ Live thread on preparation for tomorrow.

Last quarter, NFLX earnings snuck up on me. So my data wasn't prepped. That's why today is "data day" for me.
2/ This AM I organized 15 weeks of Nielsen data by production type, first/second/library run, Original and what not.
3/ Now, I just updated my Film table. Some fun stats:

Netflix has released 30 #datecdotes to date, with Nielsen providing 2 more.

Here's a sample of my color coded chart like a crazy person:
Read 10 tweets
The Entertainment Strategy Guy Profile picture
19 Oct
Let's start a thread:

What #datecdotes do you think Netflix reveals tomorrow? Too many options for a poll.

Ratched got the treatment last week...
Here's some tweets from the last quarter of already parceled out data:

Plus:

Read 6 tweets
The Entertainment Strategy Guy Profile picture
20 Jul
1/ Time to dig deep into some Netflix data. #Netflix #Datecdote $NFLX @Netflix

A Thread on Netflix' Feature Film Performance
2/ Before we get to the data—and we have lots of tables/charts coming—I want to explain where the data comes from and the “5 Data W’s” of this thread.
3/ My biggest gripe on most “data” journalism is they don’t do this.

They obscure global numbers vs US, subscribers versus views and time period measured.
Read 46 tweets
The Entertainment Strategy Guy Profile picture
5 Jun
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
The Entertainment Strategy Guy Profile picture
3 Jun
Thread: And I'm still not done with AT&T/Warner Media/HBO Max.

Here's a thread with my advice for Warner Media and where they should go from here with #HBOMax $T
Why Warner Media? Well, day-to-day, they’re really the folks running a streaming platform. All the partnerships and promotions run by AT&T are nice, but the content/product folks are responsible for making HBO Max succeed.
Step 1: Hold the line on Amazon for Prime Channels distribution and providing content for IMDb TV.

You read my column. You know why. Stay strong.

entertainmentstrategyguy.com/2020/05/29/mos…
Read 17 tweets

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