State of the Screens

Setting the table: Recently, I was listening to Ben Thompson’s podcast (Stratechery).  He was interviewing Matthew Belloni (Puck/The Town), and they had the following back and forth. MB: I spent…

Four big questions re: Netflix + sports: 1) Is Netflix (finally) moving into live sports? 2) How much is Netflix paying the NFL? 3) Is sports moving to streaming? 4)…

Three big questions re: how we watch TV: 1) Which media companies account for the highest share of total TV? 2) Does streaming have a higher reach than linear TV?…

Seven big questions re: Disney streaming: 1) How much revenue is Disney generating from streaming/direct-to-consumer? 2) How much does Disney spend on content? 3) How many people subscribe to Disney's…

Six big questions re: Meta: 1) How much advertising revenue is Meta generating? 2) How much profit is Meta generating? 3) How much time do we spend on Facebook/Instagram? 4)…

Six big questions re: YouTube: 1) How much advertising revenue is YouTube generating? 2) What share of total TV time does YouTube account for? 3) What share of total TV…

Six big questions re: Netflix: 1) How much revenue is Netflix generating? 2) How many streaming subscribers does Netflix have? 3) Where is the subscriber growth coming from? 4) How…

Five big questions re: peak TV: 1) How many TV shows were released last year? 2) Is this the end of prestige TV? 3) How much is spent on TV…

Five big questions re: March Madness: 1) Which March Madness championship game drew the most viewers? 2) Was this a surprise? 3) How did this happen? 4) Which demos preferred…

Four big questions re: TV’s business model: 1) What forms of entertainment generate the highest revenue per hour? 2) What forms of TV content have the highest revenue per hour?…