Senior Entertainment Industry Strategist @ParrotAnalytics I Past: @TheWrap @Observer I @PostCredPod/Must Watch I @HCAcritics Member I Washington Commanders Fan
Mar 4, 2022 • 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.
Mar 3, 2022 • 5 tweets • 2 min read
#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
Mar 1, 2022 • 6 tweets • 3 min read
🧵 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.
Feb 24, 2022 • 14 tweets • 7 min read
🧵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.
Feb 7, 2022 • 12 tweets • 7 min read
🧵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!
Mar 23, 2021 • 4 tweets • 1 min read
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.
May 13, 2019 • 16 tweets • 4 min read
#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.
