THE LATEST ARTICLES
NEWSLETTERS
David Zaslav bob Iger
Julia Alexander May 15, 2024
The new Bob Iger/David Zaslav streaming partnership has been compared, over and over again, to the halcyon days of the cable bundle. But those facile juxtapositions merely explain how little we really understand about the changes impacting the entertainment industry.
jimmy pitaro
Julia Alexander May 7, 2024
As the biggest streaming players move into advertising and go all-in on sports, the vMVPD industry looks increasingly imperiled—outside of a few players like YouTube TV and Hulu + Live TV, among others.
baby reindeer
Julia Alexander May 1, 2024
Two new hit shows help illustrate and challenge the emerging consensus about when streamers should, or should not, binge-release a show.
reed hastings ted sarandos
Julia Alexander April 24, 2024
Yes, yes, Netflix’s earnings knocked it out of the park and entirely reversed a narrative from a few years ago. But can Peters and Sarandos convince Wall Street to view it more like Apple than Disney, by focusing on engagement rather than subscriber counts? And wouldn’t it be nice if Madison Avenue played along, too.


wrestlemania xl
Julia Alexander April 16, 2024
How many streamers is too many? This quarter’s earnings season may finally hold the magical clue.
Julia Alexander April 9, 2024
A strategic assessment of HBO one year after its name was stricken from the title of Warner Bros. Discovery’s streaming service, and two years after it was bundled with ‘Dr. Pimple Popper’ and ‘90 Day Fiancé’: What’s working, what’s broken, and what’s next.
bob iger
Julia Alexander April 2, 2024
At the core of the current Disney proxy war is a battle to control the company’s streaming business. Herewith, a level-headed evaluation of the mistakes made, the lessons in success, and the most profitable path forward.
scandal kerry washington columbus short
Julia Alexander March 29, 2024
The jury is still out on the durability of free, ad-supported streamers. But Tubi seems to have found a foothold by leaning into how younger viewers actually consume TV: as something to put on in the background while they watch other screens.


love is blind
Julia Alexander March 19, 2024
If we project current trends out four years, Netflix could account for nearly half of all major SVOD revenue globally. Are Max and Disney’s content licensing strategies paving the way?
netflix slam
Julia Alexander March 12, 2024
Rival executives have characterized the streamer’s recent live events as a sign of desperation—or simply P.R. stunts to jumpstart its ad revenue efforts. But this critique underestimates the Sarandos strategy and its ultimate ambition.
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