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State of the Screens

The Streaming Wars: How the new kingdoms of Hollywood are battling it out for the future of…

By November 13, 2018No Comments
Must read: Dylan Byers imagines the digital video world as if it were Game of Thrones!

Here is the breakdown:
1) House Netflix — The White Walkers
2) House Disney — The Starks
3) House Amazon — The Lannisters
4) House Warner — The Iron Bank of Braavos
5) House Comcast — The Tyrells
6) House Apple — The Targaryens

BTW: Sign up for Dylan’s newsletter (Byers Market) here.

House Disney’s new streaming service will be called Disney+ and launch late next year.

The initial content will come from brands including:
1) Disney
2) Pixar
3) Marvel
4) Star Wars
5) National Geographic

Flashback #1: What Media Companies Might Be Overlooking in Their Rush to Jump on the OTT Bandwagon

Flashback #2: How Hollywood Is Racing to Catch Up With Netflix

Valuations of major media players:
1) Apple — $1T
2) Amazon — $920B
3) Alphabet (Google) — $844B
4) Facebook — $504B
5) Disney — $167B
6) Comcast — $163B
7) Netflix — $140B
8) 21st Century Fox — $84B
9) CBS –$20B
10) Viacom — $12B

Netflix currently pays Disney ≈ $300M per year to license their movies. That revenue will go away next year when Disney pulls its library from the streaming service.

Flashback #3: It’s Netflix’s World, Disney Just Lives in It

More #1: Roku CEO Anthony Wood shares his playbook

More #2: Thanks to troves of audience data, Roku is moving from tech provider to media company

More #3: Watch Out: The Flixes Are About To Upend Television As We Know It

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.

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