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Documentary Business

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Valuations

Netflix Bloodbath Explained (Part 2): Where’s the programming Zeitgeist?

In Friday’s post, I shared how the Netflix commentariat circled around three causes of Netflix’s subscriber slowdown: Covid recovery means less hours viewed. Competition from Disney+, HBO Max and others. Free, advertiser-supported AVOD services are attractive alternatives to the SVODs. Join my special Live Q&A webinar Bloodbath at Netflix: What’s Next for Producers? Tuesday April 26 …

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Netflix Market Value Crashes: What does losing $50 Bn mean for producers?

Investors hammered Netflix‘s market value by $50 Billion last week, and by around $130 Bn since November. There’s a complex web of dynamics at work here.  Let’s pick them apart, and see if we can come up with Takeaways for the documentary/unscripted community. Fickle Investors: Market analysts are a small, fickle bunch, and they tend …

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

 “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, producer, media commentator and creator of …

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Netflix 2023 What You Need To Know Now


Discovery Inc Cuts into the Bone

Discovery Inc. is in the midst of laying off hundreds of employees. A radical headcount reduction is central to Discovery’s current campaign to eliminate $US hundreds of millions in costs in 2020. I hear that the layoffs and other cuts affect all of the company’s activities, from corporate to programming, and from new hires to …

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Discovery CEO David M Zazlav earned $128 million in 2018

Discovery’s CEO David M Zazlav earned $128 million in 2018 That’s according to an executive compensation analysis published in today’s New York Times. Mr Zazlav’s 2018 payday was ranked #2 among all U.S. public companies. It was exceeded only by Elon Musk’s TESLA package ($2.8 billion).   Context Discovery’s producers typically earn 10% of the …

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Trends in How Americans View, Measure and Value Programs. A Podcast with Byron Media’s Dr John Morse

Dr John Morse heads the consumer research firm Byron Media. He is a highly-respected industry veteran with a deep specialization in viewing behavior. He describes how, until recently, we relied on well-established processes and research firms like Nielsen, COMSCORE and BARB to accurately calculate how many viewers watch a particular program, and what type of …

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Discovery For Sale?

Discovery must be in play after AT&T’s recent takeover of Time Warner with its Warner Bros, HBO and Turner programming assets. The newly combined Discovery Scripps venture is valued at more than $34 Bn. That is a stratospheric achievement for a company that forged its initial connection with viewers via off-the-shelf acquisitions like Australian lizard-specialist Harry …

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“Hands & Pans”: Tasty’s Cooking Format Burns the Food Network in the Online Video Economy

Tasty is enjoying a meteoric rise driven by its low budget, fixed-camera cooking format and Facebook distribution. It is a Case Study in how viewing on Facebook is hurting leading cable channels like the Food Network, and in turn, damaging Discovery‘s valuation. Hands & Pans: Tasty is a BuzzFeed division that produces and shares content related to comfort …

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