Thread by @EntStrategyGuy

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?

https://twitter.com/EntStrategyGuy/status/1141126569353568257

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.

Because netflix doesn't share data! And the data they do share is only the most positive data for their push into originals. That's basic economics. You provide information to present the best case for your business.

But the incredible news was this tidbit in my latest #StreamingRatingsReport.

(Sign up today!)

Here it is in chart form:

And here is the conclusion/so what:

In other words, there is no library titles besides War Dogs doing better on Netflix right now than the super old Avengers: Endgame on Disney+.

That's 2 million hours of viewing that went from Netflix to Disney+. That's just the facts.

And arguably, maybe even more people watched it on Netlfix since they have 1.5-2 more US subscribers than Disney+.

Thus, when I said losing the Disney films hurt Netflix, this is precisely what I meant. But until this little film popped up on the list, I didn't have a ton of strong evidence for it.

Now we do.

Discuss.

Also, I know the main rebuttal: "Nielsen? I don't trust them!"

Two points. 1: There is no other measurement system with volume (not just directional) ranking that is publicly available. It is the best we have.

(Netlfix is highly untransparent.)

2. Even if they are off, they aren't off by a huge factor. And directionally, they are still accurate.

So yes, Endgame is this popular.