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Peter Hamilton Consultants, Inc

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Disney+ Subscriber Slowdown: Watch leading analyst say why Disney’s streaming strategy is a fail

The buzz of the week centred on The Walt Disney Company‘s announcement that Disney+ had added only 2 million subscribers in 3Q 21. Lightshed Ventures Partner Rich Greenfield shared with Bloomberg‘s Emily Chang his useful analysis of why Disney’s streaming strategy is failing. The message: Disney owns all the programming and other resources to accelerate …

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Disney, Discovery and media giants spend $600 Mn on promoting their streamers, but don’t gain ground on Netflix

In a failing difficult bid to catch up with Netflix, the legacy media groups are investing heavily in promoting their streaming services on their own and other channels. iSpot.tv reported on the promotion and advertising spend by the major TV network groups for their streamers. Discovery+ Ran 420,485 national TV airings of promotion/advertising content, with …

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Netflix’s 41% of Time Spent dominates viewing of commissioned & acquired programs

What is Netflix’s share of U.S. viewing? Last month I reported on Comscore’s June 2021 findings that Netflix (26% market share) and YouTube (21%) dominate viewership on connected TV’s. The key Comscore measure is ‘Time Spent’. Here’s the chart: Misleading However, the data is misleading if you are a producer, distributor or programmer whose job …

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Netflix 2024: What You Need To Know Now!


Netflix Subscribers: Democrats or Republicans? Plus more charts on the demographics of U.S. streamers

A random email blast from streaming promoter KillTheCableBill revealed lots of fascinating data about the streamers – their subscribers and their economics. The Netflix breakdown by political party is a favorite: What does it mean? Demographics Cable subscribers are found more in U.S. counties and households that are characterized by lower income, but above poverty. …

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Trillion-dollar Death Stars are Existential Threats to Legacy Media Players. 2021 Media Universe Map by Evan Shapiro

Graphic retrieved from Media Universe Map  “When you look at the entertainment war for attention and you realise that there are seven trillion-dollar Death Stars – Amazon, Google, Facebook, Microsoft, Apple, Tencent and Alibaba – all with unlimited resources and diversified revenue models, you understand why scale is the most important thing,” says Evan Shapiro, …

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Streaming Addiction: New SVOD entrants are all making a critical strategic mistake

Two articles on the state of the industry caught my attention this week: A brilliant analysis of a key success factor for streamers from Lightshed Partners. And a ho-hum Wall Street Journal story that nonetheless captures the current investment frenzy for Unscripted productions. Nat Geo also shared an updated INCLUSION STANDARDS. Scroll down for the …

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Desktop Doc Netflix course


Discovery Transformed by WarnerMedia: Pro’s & Cons. Winners and a Loser.

Three years ago, I wrote here: “Discovery must be in play after AT&T’s recent takeover of Time Warner with its Warner Bros, HBO and Turner programming assets.” (Discovery for Sale, June 20, 2018) ATT confirmed today that it will spin off its renamed WarnerMedia unit into Discovery Inc. My Initial Takeaways: 1.Discovery Transformed A leading …

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Streaming Market Disruption: Netflix loses share as new services create opportunities for viewers & producers

The U.S. premium SVOD market continued its unstoppable growth in Q1 2021: Total subscriptions were up 24% year-over-year (YoY). And +64% since 1Q 2019! Disruption: However, according to Antenna researcher Jonathan Carson, “the category has experienced a staggering amount of disruption in the 18 months since Disney+’s launch.” Netflix losing dominance Two years ago, Netflix …

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