Entertainment Strategy Guy
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Entertainment Strategy Guy
@entstrategyguy.bsky.social
290 followers 12 following 260 posts
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To take action on the possible Warner Bros sale:

Call your reps!

Here’s the contact info for the Senators in major Hollywood filming states:

California
Alex Padilla (310) 231-4494
Adam Schiff (818) 303-3841

@wgawest.bsky.social @sagaftra.org @directorsguild.bsky.social @iatse.bsky.social
December 10, 2025 at 6:33 PM
My definitve case against ANYONE buying Warner Bros.

- It fails the consumer welfare standard
- It won't create value for the economy
- And it lessens competition.

entertainment.substack.com/p/why-i-hate...
Why I HATE Anyone Buying Warner Bros.
More Strategy Thoughts on the Sale of Warner Bros.
entertainment.substack.com
December 9, 2025 at 9:10 PM
Found this gem doing research for today's article.

Gotta love it!
December 9, 2025 at 7:33 PM
Here's a fun Q from my last @TheAnkler article:

Which of these straight-to-streaming films would have grossed more than the comps I suggested? Which less?

(Feel like this subtly has major implications for the news of the last week...)

theankler.com/p/box-office...
December 9, 2025 at 6:50 PM
Now that I’ve read this, I agree that NVIDIA totally isn’t Enron. @edzitron.com

www.wheresyoured.at/nvidia-isnt-...
NVIDIA Isn't Enron - So What Is It?
If you enjoy this free newsletter, why not subscribe to Where's Your Ed At Premium? It's $7 a month or $70 a year, and helps support me putting out these giant free newsletters! At the end of Novembe...
www.wheresyoured.at
December 9, 2025 at 12:02 AM
The excellent Kasey Moore sent me some Qs for @whatsonnetflix.bsky.social. Here are my answers!

www.whats-on-netflix.com/news/why-net...
Why Netflix Is Moving To Buy Warner Bros, And Why The Streamer Broke Its Own Rules
The Entertainment Strategy Guy gives his thoughts on the big Warner Bros. acquisition.
www.whats-on-netflix.com
December 8, 2025 at 11:23 PM
What do I always say? Strategy is Numbers. Well, Evan Shapiro PROVIDES THE NUMBERS!

Sorry for the capslock/shouting, but this is my fav piece of his all year, hand’s down.

I hope to run some numbers too, and will absolutely cite this piece.

Key chart here:
December 8, 2025 at 9:46 PM
So definitely some folks not reading the introduction and still sending me "feedback".
December 6, 2025 at 12:39 AM
Here's my first take on Netflix buying Warner Bros.

(Be sure to read past the headline.)

entertainment.substack.com/p/why-i-love...
Why I LOVE Netflix Buying Warner Bros.
My Strategy Thoughts on This Monumental Deal Announcement
entertainment.substack.com
December 6, 2025 at 12:12 AM
Probably a good day to re-up this take...

entertainment.substack.com/p/there-have...
There Have Always Been Six Movie Studios...Until Now
Why the End of Warner Bros Is a Break from History…And What Happens Next
entertainment.substack.com
December 5, 2025 at 7:44 PM
So...I guess delaying Streaming Ratings Report to write a two part emergency article.
December 5, 2025 at 5:55 PM
Wow, Wow, HBO Max’s Peacemaker made the Nielsen charts in its eighth week! That very rarely happens.

entertainment.substack.com/p/do-investo...
December 4, 2025 at 8:45 PM
@simonowens.bsky.social asked his audience if they want more long form reporting, and after reading this great piece, and I’m definitely a vote for yes!

thelongstory.substack.com/p/why-the-be...
Why the best journalists on YouTube are all former Vox employees
The company became a skunk works incubator that invented its own language of visual storytelling.
thelongstory.substack.com
December 4, 2025 at 8:12 PM
I love Hub Research's annual Decoding the Default report each year!

entertainment.substack.com/p/one-major-...
December 4, 2025 at 6:43 PM
If you want to be the conservative Netflix and you’re overspending on other things, why would you let Taylor Sheridan walk? It’s the biggest mistake they’ve made so far.

entertainment.substack.com/p/paramount-...
Paramount Skydance Is Being Bold (Which I Love!)...And They Made a Huge Mistake
The Most Important Story of the Week for 5-Nov-2025
entertainment.substack.com
December 3, 2025 at 9:34 PM
Did Netflix cancel Starting 5 and not tell anyone?

Based on when they announced S2 last year, I’d argue yes. (Also, they didn’t respond to my column with an announcement yet...)

entertainment.substack.com/p/did-netfli...
Did Netflix Quiet Cancel Starting 5?
The Streaming Ratings Report for 13-Oct-2025
entertainment.substack.com
December 3, 2025 at 9:03 PM
Here's a chart I plan to refresh. Very curious how it compares, as I feel like there's dramatically less buzz for the latest Knives Out this time around:
December 3, 2025 at 8:46 PM
As someone whos dad was of the era that when a John Wayne movie came on, we watched it, I can say that The Man Who Shot Liberty Valance is my fav John Wayne film. Loved the pod. Def buying this book for my dad for Christmas
@chrisyogerst.com @sonnybunch.bsky.social
www.thebulwark.com/p/printing-t...
Printing the Legend
Chris Yogerst on the surprising political 'The Man Who Shot Liberty Valance.'
www.thebulwark.com
December 3, 2025 at 8:05 PM
Both Hulu and Peacock released “true crime dramas”, a la Netflix’s Monster. And each show’s release style and performance were remarkably similar.
December 3, 2025 at 7:33 PM
Two corrections to a recent article, courtesy of @benlindbergh.bsky.social:

- It’s Crutch, not Crotch (Tracy Morgan’s sitcom on Paramount+ but I’m sure you knew that. Lol.)

- It’s Apple TV now, but man, I’m so tired of streamers/companies changing names

entertainment.substack.com/p/did-netfli...
Did Netflix Quiet Cancel Starting 5?
The Streaming Ratings Report for 13-Oct-2025
entertainment.substack.com
December 2, 2025 at 11:24 PM
My biggest takeaway on Kpop? To riff on James Carville

- It’s the music, stupid.

entertainment.substack.com/p/a-deep-div...
A Deep Dive Into the Biggest Streaming Film of the Summer...and Some Surprising Comparisons
Visual of the Week
entertainment.substack.com
December 2, 2025 at 6:50 PM
If you take only one data lesson from this article, let it be this: A survey with no comparison to other genres tells you almost nothing.

entertainment.substack.com/p/how-popula...
How Popular is Anime in America?
A Deep Dive into the Hype and Data For This Buzzy Genre
entertainment.substack.com
December 2, 2025 at 5:59 PM
Reposted by Entertainment Strategy Guy
mikevanesler.bsky.social
appreciate ESG for digging into all of these hyped up studios/projects to uncover that that's all there is...hype!
 Entertainment Strategy Guy @entstrategyguy.bsky.social · 9d
I still don’t think most folks grasp how much money Angel Studios is losing.

The press all reported that they had 3M presales for David (and that film might do well!), but they’ve lost $93M this year on $211M in revenue! Why is no one mentioning this?

entertainment.substack.com/p/did-netfli...
December 2, 2025 at 12:14 AM
Here’s a truism for Hollywood: There’s Always Six Movie Studios.

Will that be the case in 2026?

entertainment.substack.com/p/there-have...
There Have Always Been Six Movie Studios...Until Now
Why the End of Warner Bros Is a Break from History…And What Happens Next
entertainment.substack.com
December 2, 2025 at 5:08 PM
I ran the numbers, trying to estimate Omaha Prod’s take-home/earnings on every project they’ve ever done; I literally cannot get to revenue that justifies their $750 mil valuation.

That’s anywhere from a 20-50x multiple of revenue.

entertainment.substack.com/p/did-netfli...
Did Netflix Quiet Cancel Starting 5?
The Streaming Ratings Report for 13-Oct-2025
entertainment.substack.com
December 1, 2025 at 11:51 PM