Valuations Archives - Documentary Business

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

2022 April 25 2022 April 25 / discovery+, Disney +, Internet Economy, Netflix, Valuations, VOD

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?

2022 January 24 2022 January 24 / Netflix, Streaming Video, Valuations

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

2021 August 9 2021 August 10 / Amazon, Digital Video, discovery+, Disney +, Distribution, Internet Economy, Netflix, Streaming Video, Valuations

“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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Discovery Inc Cuts into the Bone

2020 February 16 2020 February 16 / Commissioning Process, Documentary Budget, Documentary Production, Internet Economy, Netflix, Network Profile, Streaming Video, Valuations, VOD

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

2019 May 25 2019 May 27 / Australia, Conferences & Markets, Network Profile, OTT, Streaming Video, Valuations

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

2018 September 5 2018 September 7 / Amazon, Facebook, Internet Economy, Netflix, Podcast, Ratings, Valuations, VOD

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?

2018 June 18 2018 June 18 / Commissioning Process, Conferences & Markets, Internet Economy, Network Profile, Valuations

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

2017 October 31 2017 November 2 / Amazon, Commissioning Process, Facebook, Internet Economy, Network Profile, Producers' Tool Kit, Valuations

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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