Entertainment Strategy Guy
@entstrategyguy.bsky.social
Found this gem doing research for today's article.
Gotta love it!
Gotta love it!
December 9, 2025 at 7:33 PM
Found this gem doing research for today's article.
Gotta love it!
Gotta love it!
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...
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
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...
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...
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:
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
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:
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:
Wow, Wow, HBO Max’s Peacemaker made the Nielsen charts in its eighth week! That very rarely happens.
entertainment.substack.com/p/do-investo...
entertainment.substack.com/p/do-investo...
December 4, 2025 at 8:45 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...
entertainment.substack.com/p/do-investo...
I love Hub Research's annual Decoding the Default report each year!
entertainment.substack.com/p/one-major-...
entertainment.substack.com/p/one-major-...
December 4, 2025 at 6:43 PM
I love Hub Research's annual Decoding the Default report each year!
entertainment.substack.com/p/one-major-...
entertainment.substack.com/p/one-major-...
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
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:
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...
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 1, 2025 at 7:55 PM
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...
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...
Time to check in on KPop...with some comps.
Here's my favorite chart:
entertainment.substack.com/p/a-deep-div...
Here's my favorite chart:
entertainment.substack.com/p/a-deep-div...
August 26, 2025 at 9:24 PM
Time to check in on KPop...with some comps.
Here's my favorite chart:
entertainment.substack.com/p/a-deep-div...
Here's my favorite chart:
entertainment.substack.com/p/a-deep-div...
The data for the first half of 2025 is in and the result is clear:
The TV bubble popped.
Not "streaming", since it happened across US, global, scripted, unscripted, broadcast, you name it.
Actually, film decreased more than anything!
entertainment.substack.com/p/the-tv-bub...
The TV bubble popped.
Not "streaming", since it happened across US, global, scripted, unscripted, broadcast, you name it.
Actually, film decreased more than anything!
entertainment.substack.com/p/the-tv-bub...
July 31, 2025 at 10:12 PM
The data for the first half of 2025 is in and the result is clear:
The TV bubble popped.
Not "streaming", since it happened across US, global, scripted, unscripted, broadcast, you name it.
Actually, film decreased more than anything!
entertainment.substack.com/p/the-tv-bub...
The TV bubble popped.
Not "streaming", since it happened across US, global, scripted, unscripted, broadcast, you name it.
Actually, film decreased more than anything!
entertainment.substack.com/p/the-tv-bub...
I read a lot that some smaller studios can save Hollywood. But the arguments for them are often built around "ROI", but when you look at total revenue, it's a different picture:
July 23, 2025 at 2:47 PM
I read a lot that some smaller studios can save Hollywood. But the arguments for them are often built around "ROI", but when you look at total revenue, it's a different picture:
July 22, 2025 at 9:42 PM
Well, this might be my favorite chart of the year:
Share of Nielsen Top Ten Originals since 2021!
Notice anything?
Share of Nielsen Top Ten Originals since 2021!
Notice anything?
July 9, 2025 at 3:45 PM
Well, this might be my favorite chart of the year:
Share of Nielsen Top Ten Originals since 2021!
Notice anything?
Share of Nielsen Top Ten Originals since 2021!
Notice anything?
I think @jank0.bsky.social is inadvertantly making a key argument for antitrust enforcers here:
YouTube MUST by divested from Google.
Fairly clear they have market power in digital video, likely facilitated by other Google monopolies (search, ad tech).
YouTube MUST by divested from Google.
Fairly clear they have market power in digital video, likely facilitated by other Google monopolies (search, ad tech).
June 18, 2025 at 5:28 PM
I think @jank0.bsky.social is inadvertantly making a key argument for antitrust enforcers here:
YouTube MUST by divested from Google.
Fairly clear they have market power in digital video, likely facilitated by other Google monopolies (search, ad tech).
YouTube MUST by divested from Google.
Fairly clear they have market power in digital video, likely facilitated by other Google monopolies (search, ad tech).
I coined the term "The Argylle Treatment" that at least one other film writer regularly uses. Here's Google AI's horrifically bad summary of it:
June 3, 2025 at 9:10 PM
I coined the term "The Argylle Treatment" that at least one other film writer regularly uses. Here's Google AI's horrifically bad summary of it:
These are not great ratings for one of the premiere F1 races.
May 6, 2025 at 6:40 PM
These are not great ratings for one of the premiere F1 races.
And now Trump is taking aim at foreign film tax credits. Which is exactly what I predicted could happen.
What I got wrong: Turns out, that person who would tell Trump about the tax credits wasn’t a GA senator but Jon Voight.
What I got wrong: Turns out, that person who would tell Trump about the tax credits wasn’t a GA senator but Jon Voight.
May 6, 2025 at 5:59 PM
And now Trump is taking aim at foreign film tax credits. Which is exactly what I predicted could happen.
What I got wrong: Turns out, that person who would tell Trump about the tax credits wasn’t a GA senator but Jon Voight.
What I got wrong: Turns out, that person who would tell Trump about the tax credits wasn’t a GA senator but Jon Voight.
Here’s the updated chart on Formula 1’s ratings and what caused the viewership rise.
entertainment.substack.com/p/caitlin-cl...
entertainment.substack.com/p/caitlin-cl...
April 25, 2025 at 5:20 PM
Here’s the updated chart on Formula 1’s ratings and what caused the viewership rise.
entertainment.substack.com/p/caitlin-cl...
entertainment.substack.com/p/caitlin-cl...
We’ve hit the point where we have enough Disney+’s PR datecdotes to make a chart! Here’s the film look:
entertainment.substack.com/p/moana-2-sm...
entertainment.substack.com/p/moana-2-sm...
April 23, 2025 at 6:07 PM
We’ve hit the point where we have enough Disney+’s PR datecdotes to make a chart! Here’s the film look:
entertainment.substack.com/p/moana-2-sm...
entertainment.substack.com/p/moana-2-sm...
April 22, 2025 at 11:26 PM
It is kinda crazy how much more an NBA game costs than a #WNBA game, given that on cable the viewership isn't as far apart (700K to 1.5M average viewers) as you'd guess!
April 22, 2025 at 8:07 PM
It is kinda crazy how much more an NBA game costs than a #WNBA game, given that on cable the viewership isn't as far apart (700K to 1.5M average viewers) as you'd guess!
Crazy stat of the day:
Caitlin Clark is bigger than F1 by herself. Actually, twice as big!
And yet...
F1 wants a media rights deal nearly equal to the WNBA's latest deal.
🤔
Caitlin Clark is bigger than F1 by herself. Actually, twice as big!
And yet...
F1 wants a media rights deal nearly equal to the WNBA's latest deal.
🤔
April 22, 2025 at 7:12 PM
Crazy stat of the day:
Caitlin Clark is bigger than F1 by herself. Actually, twice as big!
And yet...
F1 wants a media rights deal nearly equal to the WNBA's latest deal.
🤔
Caitlin Clark is bigger than F1 by herself. Actually, twice as big!
And yet...
F1 wants a media rights deal nearly equal to the WNBA's latest deal.
🤔
Are the streaming wars getting more competitive? My graphs are getting more colorful, but I’m skeptical.
entertainment.substack.com/p/reacher-vs...
entertainment.substack.com/p/reacher-vs...
April 21, 2025 at 9:11 PM
Are the streaming wars getting more competitive? My graphs are getting more colorful, but I’m skeptical.
entertainment.substack.com/p/reacher-vs...
entertainment.substack.com/p/reacher-vs...
And here's how House of David very quietly did.
It missed Nielsen and Samba TV, has under 10K IMDb reviews and made Luminate for only two weeks.
Safe to say it's not sweeping Hollywood.
It missed Nielsen and Samba TV, has under 10K IMDb reviews and made Luminate for only two weeks.
Safe to say it's not sweeping Hollywood.
April 1, 2025 at 8:51 PM
And here's how House of David very quietly did.
It missed Nielsen and Samba TV, has under 10K IMDb reviews and made Luminate for only two weeks.
Safe to say it's not sweeping Hollywood.
It missed Nielsen and Samba TV, has under 10K IMDb reviews and made Luminate for only two weeks.
Safe to say it's not sweeping Hollywood.
I look forward to all the updates on Christian films after a deluge of articles on the subject last year. Here's the WSJ:
April 1, 2025 at 8:50 PM
I look forward to all the updates on Christian films after a deluge of articles on the subject last year. Here's the WSJ:
Time to debunk some bad media narratives. In one article I…
- Explain why this wasn’t the podcast election, at all
- Judge that Rogan’s Trump interview was equivalent to the 30th best streaming show of the year.
- And show why Trump did more for Rogan than Rogan did for Trump.
- Explain why this wasn’t the podcast election, at all
- Judge that Rogan’s Trump interview was equivalent to the 30th best streaming show of the year.
- And show why Trump did more for Rogan than Rogan did for Trump.
December 13, 2024 at 11:16 PM
Time to debunk some bad media narratives. In one article I…
- Explain why this wasn’t the podcast election, at all
- Judge that Rogan’s Trump interview was equivalent to the 30th best streaming show of the year.
- And show why Trump did more for Rogan than Rogan did for Trump.
- Explain why this wasn’t the podcast election, at all
- Judge that Rogan’s Trump interview was equivalent to the 30th best streaming show of the year.
- And show why Trump did more for Rogan than Rogan did for Trump.