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The Entertainment Strategy Guy Profile picture
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20 Jul, 8 tweets, 3 min read
I lied. I'm still on.

Logging off soon.

Any other really good takes? Feel free to pump your own stuff.
Here's from @emohorgan

Here's from @loudmouthjulia

(Glad she's still at it as a civilian!)

Here's @MasaSonCap

And @whatonnetflix @kasey__moore

Heres the best take I got from an anonymous person:

A glance at their top ten shows/movies today should give them real alarm bells. Why is Twilight kicking Fear Streets ass? Why is Cocomelon beating Ridley Jones in kids? Why aren’t move of their own developed shows “stickier”?
From @AntennaData

And from @HedgeyeComm

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More from @EntStrategyGuy

The Entertainment Strategy Guy Profile picture
21 Jul
Netflix Earnings Report - Thread 2

The Content Thread
1/ Let’s start with flashy headline:

This might be Netflix’s worst quarter for Original Content since early 2019!
2/ Here’s the outline of today’s thread. First, I’ll review the high level data for TV and Film.

Then I’ll focus on a few factoids that all indicate this was a bad quarter for content.

Then we’ll finish with the potential bright side for Netflix.
Read 35 tweets
The Entertainment Strategy Guy Profile picture
20 Jul
1/ Time for the #NetflixEarnings Report Threads.

2021 Q2 on 20July21.

This thread will be strategy, financials and subscribers. Content will get its own thread. (With way more charts.)
2/ Without having looked--honestly, I just spent the last 100 minutes reading the 10K and updating my charts/graphics--I think lots of people are going to hop on Netflix for a down quarter.

But the mood felt like it was going to be a miss...
3/ ...and beside two key numbers, this doesn't feel that bad.

But I should try to give a bigger thesis. Right? Like something flashy? Viral like?
Read 24 tweets
The Entertainment Strategy Guy Profile picture
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
The Entertainment Strategy Guy Profile picture
25 Mar
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
Read 9 tweets
The Entertainment Strategy Guy Profile picture
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
The Entertainment Strategy Guy Profile picture
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

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