Man, what a WEEK! for Nielsen ratings. I'm filled to bursting with thoughts. And I should be writing my actual report, but here's a quick teaser. For film.
The top 30 here.
The top 30 here.
So last week I said we'd have a film showdown between Cruella on Disney+, Vacation Friends on Hulu and He's All That on Netflix.
Cruella--going to SVOD from PVOD, the Pay 1 window now--wins going away.
Cruella--going to SVOD from PVOD, the Pay 1 window now--wins going away.
What's fun about this is that it's the second real knock on the idea that "straight-to-streaming" drives additional sign ups.
With Raya we had one data point, but Cruella did about as well.
With Raya we had one data point, but Cruella did about as well.
See Raya had a PVOD opening of 5.9 million hours. Cruella had 4.7 million hours.
Raya had a Pay-1 opening of 18M hours, a multiple of 3.
Cruella had an SVOD of 13.6, a multiple of 2.9.
Raya had a Pay-1 opening of 18M hours, a multiple of 3.
Cruella had an SVOD of 13.6, a multiple of 2.9.
So SVOD generates about 3x the PVOD opening. (A hypothesis we'll keep testing.)
But Raya and Cruella, with their Pay 1 openings, proved more popular than lots of direct to streaming films.
But Raya and Cruella, with their Pay 1 openings, proved more popular than lots of direct to streaming films.
What does that mean?
Well, unlike what a lot of smart super-bulls on streaming--the Celebrity Wall Street Media Futurists--viewership basically determines acquisitions.
Well, unlike what a lot of smart super-bulls on streaming--the Celebrity Wall Street Media Futurists--viewership basically determines acquisitions.
Meaning, something that is viewed 10x more than something else probably brought in/acquired 10x as many people. The math really is that simple.
Disney is learning what HBO knew for years: a film with a successful run in theaters can do as well on streaming as most straight-to-streaming titles.
The difference is those straight-to-streaming titles don't have Cruella's $230+ million in box office to add to the total as well.
For some in business, having more money is better than having less.
For some in business, having more money is better than having less.
Other quick thoughts:
- Super curious if Black Widow holds this trend and breaks Luca's 27 million hour total. My gut would say no, except I plan to watch it when it premieres like a lot of folks I know.
- Super curious if Black Widow holds this trend and breaks Luca's 27 million hour total. My gut would say no, except I plan to watch it when it premieres like a lot of folks I know.
- Vacation Friends was pretty low. Like 60th place of all streaming releases.
- So was He's All That at 49th, one spot above To All The Boys 3, which makes sense?
- So was He's All That at 49th, one spot above To All The Boys 3, which makes sense?
- And they both got datecdotes! which was what makes this so crazy.
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Not to toot my own horn, but my coverage provides tons more context than any other ratings news site out there.
entertainment.substack.com
Not to toot my own horn, but my coverage provides tons more context than any other ratings news site out there.
entertainment.substack.com
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