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Streamer Report Cards, Part III: The Heavyweights

An insider assessment of the shows and strategies that Netflix, Disney+, and the soon-to-be-renamed Max should be developing to cultivate new audiences and grow their footprint.

Shows like Game of Thrones and Euphoria are inseparable from the HBO brand. But they’re also more than that.
Shows like Game of Thrones and Euphoria are inseparable from the HBO brand. But they’re also more than that. Photo: Eddy Chen/HBO
Julia Alexander
May 2, 2023

For the past few weeks, I’ve shared a thought experiment I call platform chess—an exercise that I often employ with my clients at Parrot Analytics, where I work as director of strategy, to determine the genres in which each streaming service is under-invested, over-indexed, etcetera, specifically when it comes to originals they’re acquiring. In Part I, I examined the tech giant platforms: Apple TV+ and Amazon Prime Video, which still have room to grow. In Part II, I assessed the incumbents: Paramount+, Peacock, and Hulu, which have voluminous libraries, but must strategically horsetrade before they are bought or sold, themselves.