Chief Media Analyst & President, @Variety Intelligence Platform: https://t.co/STNAHlnLBU. Left side of my brain is in Hollywood, right side is in Silicon Valley.
Apr 8, 2020 • 7 tweets • 3 min read
BREAKING: Disney+ reaches 50 million paid subscribers in 5 months worldwide, $DIS announces...
This should put Disney+ well ahead of its corporate sibling Hulu, which at last count was 30.4 million as of Feb. 2020. variety.com/2020/tv/news/d…
Netflix still sitting comfortably at 167 million. But...
Dec 6, 2019 • 6 tweets • 2 min read
Chernin: “Trust me there is a helluva lot of disruption coming. Those who don’t figure that out won’t be here in 3-4 years.”
Chernin warns the Hollywood dealmakers of tech giants: “Their desire is to build these platforms to scale and figure out how to squeeze margin out of these platforms. In a much more opaque world, how do you make sure talent gets paid for the growth of these platforms?”
Jul 17, 2019 • 4 tweets • 2 min read
Netflix packed a lot of cherry-picked audience data into its Q2 investor letter.
The benchmark du jour: "How many households watched in the first four weeks":
Murder Mystery, 73 million
The Perfect Date, 48m
Always Be My Maybe, 32m
Dead to Me, 30m
When They See Us, 25m
Gotta love Netflix spin on losing Friends and The Office: now we have more $$ to spend on original content! Like if Netflix just spends those license fees on a few dozen new shows, they'll make up that lost audience easy! Color me skeptical.
Jul 28, 2018 • 13 tweets • 3 min read
Fascinating potential battle brewing in the SVOD space...
Traditional big-box retailer enlists old-media veteran to challenge the streaming giants...
Basically, it’s like a corporate version of ‘Uncle Drew.’
$NFLX down ~5% today, and the mere whiff of Walmart breathing down its neck is probably why. I'll believe their market entry when I see it, but here's why this should be taken seriously. Thread...
