Seven big questions re: the movie theater business model in 2024: 1) How has the box office performed this year? 2) Has box office revenue returned to pre-pandemic levels? 3)…
Four big questions re: cord-cutting: 1) How many homes subscribe to a pay-TV bundle? 2) Are streaming pay-TV services replacing all the subscribers leaving traditional pay-TV? 3) Where is the…
Nine big questions re: the first presidential debate of 2024: 1) Which presidential debate had the highest viewership? 2) Which age groups tune in most? 3) Which networks will have…
Four big questions re: how we watch TV: 1) Which TV networks are growing the fastest? 2) Is broadcast/cable gaining ground on streaming? 3) Does streaming reach more people than…
Eight big questions re: podcast advertising: 1) How many people listen to podcasts? 2) How much time do we spend listening to podcasts? 3) What share of ad-supported audio time…
Nine big questions re: bundles and churn: 1) How do bundles work? 2) Why are bundles coming back? 3) Who is bundling? 4) What is churn? 5) How many subscribers…
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…
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