1/ Okay, streaming ratings report time. Reminder, this is primarily (but not only) using @nielsen data for the week of February 15-21st.

$NFLX #Netflix @hulu $DIS @disneyplus

entertainmentstrategyguy.com/2021/03/25/did…
2/ Here's a thread blasting out insights.

First up, we have a new COLOR! That's right, for the first time since I've been tracking (going to last March) Hulu made the list.

Big round of applause for #nomadland Image
3/ Also, #floraandulysses definitely beat my expectations and made the list. Though, it wouldn't have made the weekly top ten, which is a good "rule of thumb" for if something is very popular. Image
4/ Meanwhile, #AvengersEndgame stayed on the list for another week.

This is sooooooo fascinating, I'll do a separate thread on it.
5/ As for TV, the big question for me this week was, "Why did The Crew" starring Kevin James do so poorly. Image
6/ Meanwhile, WandaVision continues to grow week over week. It's crushing it. Image
7/ For more insights, charts and all the details, check it out.

Or sign up for my newsletter, which I'm sending this out to as well each week.

entertainment.substack.com
8/ Lastly thanks to @flixpatrol @nielsen and @whatonnetflix and @kasey__moore for the data I use each week.

Whats On NFLX has the best data on avails by country, so I can't tell you how much I love it.

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More from @EntStrategyGuy

25 Mar
So I don't want to do this, but can I rehash a conversation I had with @RichLightShed?

The thesis I had back in June of 2019 is that, well, MCU movies are very very popular. The evidence, was, you know, all the money? That they made?

Moreover, knowing that if something is popular in one window, it is popular in future windows too--literally one of three core principles of video entertainment--I long speculated that Marvel films on Netflix were INCREDIBLY popular.
As I tweeted above, I think over long time periods--say a year or more--the MCU films have more total viewership than the vast majority of Netflix originals.

But could I prove this?

No.
Read 12 tweets
19 Jan
1/ Netflix Q4 2020 and 2020 Full Year Thread.

This is so much fun!
2/ And I say that even if I was off on a few of my predictions. Because this is when we get a peak insight the “y” or “output” in our models. We get to see if we were right or wrong. And even being wrong teaches us a lot!
3/ In this case, each earnings report where 1. Netflix provides more data and 2. Where we have more sources to cross check that data allows us to build better models and provide better insights.
Read 31 tweets
19 Jan
How to prep for Netflix's Earnings call later today?

With some predictions!!!

entertainmentstrategyguy.com/2021/01/19/did…
My goal was to compare content to subscriber growth to see what I could see.

The caution is we're firmly in the realm of small sample sizes. We only have Netflix datecdotes back to Q4 2018, which means 8 quarters to judge.
First Prediction:

We see Hubie Halloween and Christmas Chronicles 2 datecdotes in Film. Hillbilly Elegy is a maybe.
Read 11 tweets
12 Jan
1/ Starting last week I began unpacking all the data related to the content battlefield in the #streamingwars in 2020. This meant everything from Netflix datecdotes to Nielsen data to Google trends to countless other analytics firms.
2/ The plan is to release the results (the articles) in a few of my favorite outlets (@decider, @whatonnetflix, my site). But in the meantime, I thought I’d share some thoughts on each analytics firms results and what they can tell us.
3/ BTW, I've been so deep into the data, I'm a bit punchy. So pardons if I get too snarky or too sarcastic or the jokes don't land.
Read 28 tweets
20 Oct 20
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".
Read 30 tweets
20 Oct 20
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
Read 4 tweets

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