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NEWSLETTERS
Shari Restone’s media empire is worth more broken up into its constituent parts.
Julia Alexander December 26, 2023
News, notes, predictions, and cautionary tales for the streaming industry in ’24.
The argument for breaking up Shari Redstone’s Paramount Global, of course, is that its parts would be worth more than the whole.
Julia Alexander December 20, 2023
Exploring the value, and content synergies, among CBS, Nickelodeon, and the Taylor Sheridan Cinematic Universe, among other assets within Paramount Global.
For all the money that Netflix spends on content—about $17 billion this year and counting—viewership still tends to agglomerate around the broadest, most populist fare.
Julia Alexander December 12, 2023
A talmudic reading of Netflix’s first-ever, hotly anticipated “What We’re Watching” report. Plus, an evaluation of what Disney+ needs from Hulu in their new streaming marriage.
The most popular next stop for U.S. viewers who watched Suits on Netflix was actually Hulu.
Julia Alexander December 5, 2023
So, what happens after Netflix subscribers binge on a decade-old piece of I.P.? Do they stay on the platform, or search for their next fix somewhere else?


Was Amazon’s Black Friday game a gimmick, or the future of sports?
Julia Alexander November 29, 2023
What Prime’s $100 million bet on a Black Friday game portends for the future of live sports on streaming.
Say what you will about Netflix’s film strategy, but the company consistently nails holiday fare.
Julia Alexander November 22, 2023
You have no earthly idea how much people watch holiday movies between Thanksgiving and New Years. But is owning and developing this I.P. a worthy R.O.I.?
Neal Mohan, the C.E.O. of YouTube.
Julia Alexander November 14, 2023
The streaming conversation is consumed with a juxtaposition of Max, D+, Par+, Peacock, and Netflix. But the tech companies are playing Vulcan chess with higher stakes.
What will Bob Iger pay Comcast for the remaining one-third of Hulu that Disney doesn’t already own?
Julia Alexander November 8, 2023
Now that Disney is finally acquiring the final third of Hulu from Comcast, the overall valuation of the asset—and what Bob Iger ends up paying for it—may be less material than the investment required to maintain it.


Despite its fortress balance sheet, isn’t idly investing in film and TV because Tim Cook likes attending the Oscars or Emmys.
Julia Alexander November 1, 2023
Industry people like to say that Prime Video’s business model is about making movies to get people to buy more toilet paper. But what if the Apple TV+ model is, in part, about getting everyone to sign up for Apple One?
YouTube C.E.O Neil Mohan.
Julia Alexander October 24, 2023
YouTube TV’s investment in the Sunday Ticket bundle seems like merely the first step in Alphabet’s larger opportunity of turning the one-time hub of cat videos into the future home for all video—on mobile, sure, but also TV.
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