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Brandon Katz Profile picture
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Mar 4 • 4 tweets • 1 min read
Disney+ will expand its offerings for consumers by introducing an ad-supported subscription in addition to its option without ads, beginning in the U.S. in late 2022, with plans to expand internationally in 2023.
The ad-supported offering is viewed as a building block in the Company’s path to achieving its long-term target of 230-260 million Disney+ subscribers by FY24.

As a reminder, Hulu generates ~75% of its revenue from its AVOD tier.
Quote from Kareem Daniel, Chairman, Disney Media and Entertainment Distribution:
Streamers run by legacy media companies (Disney+, Hulu, Paramount+, Peacock, HBO Max) have now all embraced an ad-supported tier while tech companies (Netflix, Amazon Prime Video, Apple TV+) have all eschewed lower-priced ad tiers.

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More from @Great_Katzby

Brandon Katz Profile picture
Mar 3
#TheBatman is a long hard boiled noir rather than smart popcorn action thriller. Opinion may depend on what you want a Batman movie to be. Loved the character psychology, textured world building, supporting performances, & Giacchino’s score. Still digesting other elements. 8.7/10
I need to do a rewatch, but my way too rapid solo Bat flick ranking for now:

1. TDK
2. Batman Begins
3. #TheBatman
4. Batman Returns
5. Batman 89
6. Mask of Phantasm
7. TDKR
8. The Lego Batman
9. Batman Forever
10. Batman & Robin
Honestly wild that The Lego Batman, a movie I love, is so low. But speaks to the franchise's overall impressive hit rate.
Read 5 tweets
Brandon Katz Profile picture
Mar 1
🧵 US vs Global Streaming Viewership Thread (As Told Through #AllOfUsAreDead ratings) 🧵
How much value should we be attaching to US vs global when it comes to streaming viewership? The US is the biggest streaming market, but has reached a relative subscriber saturation point & a rough ceiling of ~80M subs overall (see: Netflix). Overseas has more growth potential.
So should streamers be servicing their biggest regional audience (U.S.) or their relative untapped markets (international territories)? Is there a way to do both?
Read 6 tweets
Brandon Katz Profile picture
Feb 24
🧵Warner Bros. Discovery Thread 🧵
The combined entity of Warner Bros. and Discovery is expected to spend $22B on content in 2022, per Wells Fargo/@xscreenmedia. WBD is projected to generate $52B in revenue in 2023 & carry an estimated enterprise value of $150 billion, per @FinancialTimes.
Per Discovery’s earnings reports, 67% of its $2.79B in 2020 revenue came from domestic networks. Even as a decaying model, it enables WBD to mine some value from linear business, which still stands at ~70M customers in the U.S. (with ~6M cutting the cord per year).
Read 14 tweets
Brandon Katz Profile picture
Feb 7
🧵Quick Streaming Thread 🧵
Audience engagement—or the viewer conversation and attention surrounding a given title—is NOT a reflection of viewership. But it does help to measure viewer consistency/loyalty and, importantly, title awareness, which can help attract new subscribers. Chatter is free marketing!
According to @Diesel_Labs, which measures audience attention/engagement, these are the top 2021 streaming originals based on engagement and the top '21 streaming break outs (titles that saw dramatic increase in engagement after limited pre-release conversation/hype). ImageImage
Read 12 tweets
Brandon Katz Profile picture
Mar 23, 2021
WB, Paramount, & Universal have now all agreed to long-term window-shortening deals w/ exhibitors. Disney is experimenting w/ hybrid Disney+ releases. Sony CEO has suggested they will take advantage of shorter windows.

We're going to need to readjust our box office benchmarks.
Most films make the majority of its money in its first four weeks (Endgame earned 91% of its entire domestic gross in its first month). But shorter runs further emphasize opening weekends for tentpole films. Something like a John Wick may struggle to breakout in this new world.
And prestige fare like Parasite's long, slow burn box office tail will be another question entirely in this new shortened theatrical reality.
Read 4 tweets
Brandon Katz Profile picture
May 13, 2019
#GameofThrones has always been about power. What it means and how it's used. But, in the end, the true power lay with the showrunners who, no matter how indefensible or nonsensical, were always hurtling toward this moment.
The worst abuse of power in #GameofThrones was in the writing - The unwillingness or inability to deviate from a flawed plan. The unfaltering determination to arrive at a set conclusion. GoT is meant to be about the consequences of our choices. We just witnessed it.
Whether or not this is GRRM's intended conclusion, the show failed to craft a convincing argument for its deployment. Dany fought to save mankind from the apocalypse only to destroy her own humanity against a lesser threat? I'm sorry, it just doesn't track.
Read 16 tweets

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