Entertainment Strategy Guy
@entstrategyguy.bsky.social
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reposted by
Entertainment Strategy Guy
Walter Hickey
about 14 hours ago
if gmail is in the "make the button as large as possible and put it directly next to a high-traffic area" phase of the AI rollout it's not going... well, right?
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Iâve started playing around with AI detectors in articles I read, because some articles come across as SOOOOO AI generated. Thereâs way too many attempts for âpunchlinesâ that try to bowl you over, when the best writing saves its punches for the best moments, not every other sentence.
about 18 hours ago
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reposted by
Entertainment Strategy Guy
Walter Hickey
1 day ago
this post is fascinating
entertainment.substack.com/p/two-stream...
@entstrategyguy.bsky.social
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Two Streaming Misses Make Mando Look Marvelous
The Streaming Ratings Report for 18-May-26 and 25-May-2026 Pt. 2
https://entertainment.substack.com/p/two-streaming-misses-make-mando-look
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Is the weekend of 25-May the most GLARING Argylle Treatment in the history of the streaming wars? Maybe.
entertainment.substack.com/p/two-stream...
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Two Streaming Misses Make Mando Look Marvelous
The Streaming Ratings Report for 18-May-26 and 25-May-2026 Pt. 2
https://entertainment.substack.com/p/two-streaming-misses-make-mando-look
1 day ago
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I think Netflixâs Dan Lin told the New York Times that theyâre not working with filmmakers who want to send films to theaters to get filmmakers to stop asking them about it. (Like, possibly, Denzel and Antoine Fuqua...)
entertainment.substack.com/p/kpop-demon...
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KPop Demon Hunters Loses Its Crown, Daredevil is a Flop, and Netflix May Ditch Theaters After All
What I Got Right, What I Got Wrong: Jun-2026
https://entertainment.substack.com/p/kpop-demon-hunters-loses-its-crown
1 day ago
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Thereâs often this narrative that the older media companies never tried to embrace streaming, which is pretty ahistorical (Hulu began in, what, 2007?) Well, Jen Topping makes the exact same case for British TV.
businessoftv.substack.com/p/forget-tv-...
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Forget TV being too late to digital media - were UK broadcasters too early?
And what can we learn from these strategies to plan for the future.
https://businessoftv.substack.com/p/forget-tv-being-too-late-to-digital
1 day ago
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FX (technically FXX) renewed Welcome to Wrexham for three (three!) more seasons before it debuted in May. Samba TV said that the latest seasonâs premiere was half of the previous season...
entertainment.substack.com/p/since-last...
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Since Last June, Netflix Has Lost (or Is Losing) Four of Its Top Five Shows
The Jun-2026 Renewals, Cancellations, Un-Orders and Removals Update
https://entertainment.substack.com/p/since-last-june-netflix-has-lost
1 day ago
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Swapped had a solid debut, but I agree with @Emily Horgan : it needed to go to theaters! Weâll see that soon when GOATâs viewership stats come out.Â
entertainment.substack.com/p/forget-kpo...
thekidsstreamersphere.substack.com/p/theaters-s...
3 days ago
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I look at two different trends in my latest streaming ratings report: - Netflix's lackluster Q2 in TV - The decline of superhero TV shows
entertainment.substack.com/p/netflix-an...
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Netflix and Superheroes Are Having a Rough Stretch on Streaming....
The Streaming Ratings Report for 18-May-26 and 25-May-2026
https://entertainment.substack.com/p/netflix-and-superheroes-are-having
4 days ago
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Damn, Alex went way higher than my $100 mil valuation... Excellent read! ï»ż
alexrollinsberg.substack.com/p/underexpos...
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Underexposed is Going Public at a $47 Billion Valuation
Celebrate the 101st edition of Underexposed with our future earnings report
https://alexrollinsberg.substack.com/p/underexposed-is-going-public-at-a
7 days ago
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Iâm old enough to remember when South Korea was going to dominate streaming TV and film. It was all the way back in 2022 when Squid Game came out. (The lesson? As always beware of hype!!!)
www.bloomberg.com/news/newslet...
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South Koreaâs Floundering Movie Business Turns to AI for Help
Two films built largely with generative AI tools are on view in South Korean theaters
https://www.bloomberg.com/news/newsletters/2026-06-14/south-korea-s-floundering-movie-business-turns-to-ai-for-help
7 days ago
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Love this framing in The Ankler from Manori Ravindran on YouTube coming for Hollywood. Basically, yes, studios/streamers need to be on YouTube, but also yes you wonât make as much money. Thatâs just the reality, hence the trap.
theankler.com/british-tvs-...
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British TVâs YouTube Trap Is Coming for Hollywood - The Ankler
The BBC, ITV and Channel 4 are growing on the top streamer. But the more they succeed, the less leverage they have
https://theankler.com/british-tvs-youtube-trap-is-coming-for-hollywood/
7 days ago
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In my latest âRenewals and Cancellationsâ update, I try to answer the age-old question, âIs this a real renewal or had the initial order always been for two seasons?â Unlike the broadcast era, TV shows get initial orders for two seasons, especially if the talent attached is costly/big name.
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Since Last June, Netflix Has Lost (or Is Losing) Four of Its Top Five Shows
The Jun-2026 Renewals, Cancellations, Un-Orders and Removals Update
https://entertainment.substack.com/p/since-last-june-netflix-has-lost
8 days ago
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Remarkably Bright Creatures had a poor debut on Netflix. Interestingly, poor May debuts on streaming receive about 1/10th the opprobrium of poor May debuts at the box office...
entertainment.substack.com/p/forget-kpo...
8 days ago
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Recent reports say that Doctor Who might not be coming back for years. The Disney money was great while it lasted, but it wasnât sustainable. This is something I predicted years ago...
entertainment.substack.com/p/kpop-demon...
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KPop Demon Hunters Loses Its Crown, Daredevil is a Flop, and Netflix May Ditch Theaters After All
What I Got Right, What I Got Wrong: Jun-2026
https://entertainment.substack.com/p/kpop-demon-hunters-loses-its-crown
8 days ago
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I loved this CJR write-up on how The American Prospect ditched programmatic ads:
www.cjr.org/analysis/dep...
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The American Prospect decided to do away with programmatic ads. A month later, people are spending twice as much time on the site.
The American Prospect decided to do away with programmatic ads. A month later, people are spending nearly twice as much time on the site.
https://www.cjr.org/analysis/deprogramming-programmatic-ads-american-prospect-scammy-keyword-targeting-surveillance-grummon.php
8 days ago
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When a showâs viewership is so big that I have to re-do a chart just to make it look readable...you win show of the year, if not decade. Congrats Stranger Things!
entertainment.substack.com/p/the-tv-sho...
8 days ago
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In the last two months, Netflix announced that three of its biggest shows are coming to an end: Emily in Paris, The Lincoln Lawyer and The Night Agent. At risk of being simplistic, this isnât great for Netflix!
entertainment.substack.com/p/since-last...
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Since Last June, Netflix Has Lost (or Is Losing) Four of Its Top Five Shows
The Jun-2026 Renewals, Cancellations, Un-Orders and Removals Update
https://entertainment.substack.com/p/since-last-june-netflix-has-lost
8 days ago
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Send Help did well for a film on Hulu!
entertainment.substack.com/p/forget-kpo...
8 days ago
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Five particular factors will make human-created art special, leading to this handy acronym: LATCH. - Live: Humans want to watch other humans do amazing things.
entertainment.substack.com/p/one-future...
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One Future of Post-AI Generated Art: Live, Analog, Trusted, Curated, Human
A theory for how humans will thrive in the future...
https://entertainment.substack.com/p/one-future-of-post-ai-generated-art
8 days ago
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I updated the status of some shows in my latest âWhat I Got Right, What I Got Wrongâ article, including Daredevil: Born Again, Chief of War, Love Story and Your Friends & Neighbors. Some did worse and some did better than the initial data indicated!
entertainment.substack.com/p/kpop-demon...
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KPop Demon Hunters Loses Its Crown, Daredevil is a Flop, and Netflix May Ditch Theaters After All
What I Got Right, What I Got Wrong: Jun-2026
https://entertainment.substack.com/p/kpop-demon-hunters-loses-its-crown
8 days ago
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Looking at the top acquired TV shows on streaming in 2025, Hulu/Disney+ had most of the most popular acquired and second run shows on streaming, like Greyâs Anatomy or Bobâs Burgers.
entertainment.substack.com/p/when-it-co...
10 days ago
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No one talks about Ginny & Georgia, but I had it tied with The Night Agent (now cancelled) for my binge-released show of the year in 2025.
entertainment.substack.com/p/the-tv-sho...
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The TV Show and Film Winners and Losers for 2025...Plus the Biggest Mystery of the Year
EntStrategyGuyâs 2025 Viewership Report Part 9 of 10
https://entertainment.substack.com/p/the-tv-show-and-film-winners-and
10 days ago
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Another week, another set of lackluster new TV shows on streaming. No new show has gotten over 20 million hours since Virgin River on 9-Mar and The Pittâs finale episode. Where are the hits?
entertainment.substack.com/p/did-stream...
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Did Streaming TV Finally Get Its Mojo Back This Week?
The Streaming Ratings Report for 11-May-2026
https://entertainment.substack.com/p/did-streaming-tv-finally-get-its
10 days ago
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I canât believe that Everybodyâs Live with John Mulaney isnât coming back for a second season. To be clear, I was actually rooting for Everybodyâs Live with John Mulaney...
entertainment.substack.com/p/since-last...
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Since Last June, Netflix Has Lost (or Is Losing) Four of Its Top Five Shows
The Jun-2026 Renewals, Cancellations, Un-Orders and Removals Update
https://entertainment.substack.com/p/since-last-june-netflix-has-lost
10 days ago
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Peacockâs MIA really popped on the Luminate charts.Â
entertainment.substack.com/p/forget-kpo...
10 days ago
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Two quick takes on this crazy story about Polymarket: 1. This really hurts the case for âprediction markets will devour the worldâ. 2. Iâm baffled this just isnât...illegal?
news.bloomberglaw.com/mergers-and-...
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Matt Levineâs Money Stuff: Polymarket Has Some Fake Traders
Matt Levine discusses fake Polymarket traders, SpaceX bonds, alternative data, and Strategy Inc.'s âStretchâ preferred stock.
https://news.bloomberglaw.com/mergers-and-acquisitions/matt-levines-money-stuff-poiymarket-has-some-fake-traders
10 days ago
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Romcoms have a reputation for not working globally, but as I recently showed, The Proposal made $163 million in the US and $314 million globally and Pretty Woman made $178 million domestically (in 1990!) and $432 million globally.
entertainment.substack.com/p/kpop-demon...
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KPop Demon Hunters Loses Its Crown, Daredevil is a Flop, and Netflix May Ditch Theaters After All
What I Got Right, What I Got Wrong: Jun-2026
https://entertainment.substack.com/p/kpop-demon-hunters-loses-its-crown
10 days ago
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For at least four years now, Iâve argued that someone should buy Roku to own a key piece of the TV value chain. And now Fox has! My thoughtsâŠ
entertainment.substack.com/p/roku-may-h...
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Roku May Help Fox Avoid Aggregeddon
The Most Important Story of the Week for 23-June-2026
https://entertainment.substack.com/p/roku-may-help-fox-avoid-aggregeddon
10 days ago
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So far, Man on Fire has NOT reversed Netflixâs lackluster Q2
entertainment.substack.com/p/forget-kpo...
11 days ago
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Streaming remains a worse business model than broadcast TV, as you can see with sports rights. Specifically, these companies just donât make as much money per person as they used to...
entertainment.substack.com/p/in-the-lat...
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Netflix Won, YouTube Lost, Broadcasters Held On, But Sports Leagues Should Still Be Worried
The Most Important Story of the Week for 2-June-2026
https://entertainment.substack.com/p/in-the-latest-nfl-rights-shuffle
11 days ago
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The Boys last season continues to put up great numbers, but again, itâs coming to an end with this season, so itâs a pyrrhic victory.Â
entertainment.substack.com/p/forget-kpo...
14 days ago
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Fun summary of the Metaverse and its implosion by Nick Heer, but I enjoyed this line: âOne thing I have mentioned but did not emphasize is just how often Zuckerberg and Sweeney mention Apple and Google platform fees as a primary justification for building the metaverse.â
pxlnv.com/blog/metaver...
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The Metaverse Fever Dream
1. Meta You probably know the gist. Predictions and dire warnings of a future lived in an immersive virtual world had been around for decades before Neal Stephenson solidified the concept in his 1992 ...
https://pxlnv.com/blog/metaverse-fever-dream/
14 days ago
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A powerful example of how AI generated art tends to be very, very derivative:
www.not-ship.com/nothing-new/
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Nothing new here: Another sequel, another lighthouse
Movies, music, everything feels the same. It's not your imagination.
https://www.not-ship.com/nothing-new/
14 days ago
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I love when a correction requires a correction, but in citing Doug Creutzâ feedback on video games, I misspelled TD Cowen.
entertainment.substack.com/p/kpop-demon...
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KPop Demon Hunters Loses Its Crown, Daredevil is a Flop, and Netflix May Ditch Theaters After All
What I Got Right, What I Got Wrong: Jun-2026
https://entertainment.substack.com/p/kpop-demon-hunters-loses-its-crown
14 days ago
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With the top 2 streaming films, almost every top new show, and the biggest TV show, Netflix won 2025...but Paramount actually had a larger share of the top 25 and top 50 shows. Paramount-Skydanceâs market cap is a fraction of Netflixâs. Thatâs odd, right?
entertainment.substack.com/p/what-genre...
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What Genres and Streamers Won 2025? And Who Lost? Plus Six Strategy Thoughts
EntStrategyGuyâs 2025 Viewership Report Part 10 of 10
https://entertainment.substack.com/p/what-genres-and-streamers-won-2025
14 days ago
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The second season of Citadel, which had one of the most expensive TV show seasons of all time, flopped. It made the charts, but at 7.3 million hours according to Nielsen, this is a big miss.
entertainment.substack.com/p/forget-kpo...
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Forget KPop Demon Hunters, Can Swapped Match Leo? Plus One of the Most Expensive TV Shows of All Time Returns to Prime Video
The Streaming Ratings Report for 27-April and 4-May-2026
https://entertainment.substack.com/p/forget-kpop-demon-hunters-can-swapped
15 days ago
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Pat Garofalo shares his advice on passing anti-junk fee bans. For the affordability agenda, this policy change has to be at the top of the list, right?
boondoggle.substack.com/p/what-ive-l...
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What I've Learned Working to Ban Junk Fees
Lessons from the statehouse trenches.
https://boondoggle.substack.com/p/what-ive-learned-working-to-ban-junk
15 days ago
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reposted by
Entertainment Strategy Guy
Peter Labuza
15 days ago
Fascinating failure: I remember seeing a trailer for the Man of Fire Netflix remake with Yahya Abdul-Mateen II and being at least curious. Apparently it got released over a month ago and I saw no one discussing it. When you Google search, you get the 2004 film. Even the 1st Netflix link is for 2004.
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reposted by
Entertainment Strategy Guy
Peter Labuza
15 days ago
Ratings wise,
@entstrategyguy.bsky.social
puts it as "modestly successful" but barely a hit, so this isn't just a case of me not paying attention enough.
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Some bright spots on the Streaming TV calendar in this weekâs Streaming Ratings Report⊠Plus GOAT goes up against SwappedâŠ
entertainment.substack.com/p/did-stream...
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Did Streaming TV Finally Get Its Mojo Back This Week?
The Streaming Ratings Report for 11-May-2026
https://entertainment.substack.com/p/did-streaming-tv-finally-get-its
15 days ago
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I would add one group: parents?
add a skeleton here at some point
16 days ago
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@Brandon Katz is always must-read, and I loved his breakdown on who goes to the movies these days. The âbrowsersâ category explains a lot of Michael and Devil Wears Prada success in the last month, while âFandom Loyalistsâ and âHeat Seekersâ powered Backrooms.Â
hubintel.substack.com/p/4-modern-m...
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4 Modern Moviegoing Audiences
Why traditional demos fall short â and the four audience types that better explain modern box office behavior.
https://hubintel.substack.com/p/4-modern-moviegoing-audiences
16 days ago
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In just the last couple of weeks, Iâve really noticed a surge in writers/social media feeds using AI, and not disclosing it. I donât use the AI detection tools that much, but if I do quick checks, they usually register as AI.
16 days ago
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This breakdown/explanation/history of how China has been responding to AI is a must-read. If anything, itâs an excellent view into how China crafts policy.
mattsheehan.substack.com/p/china-is-g...
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China is getting worried about AI & jobs
And the CCP is worried about people worrying about it
https://mattsheehan.substack.com/p/china-is-getting-worried-about-ai
17 days ago
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Netflix has lost or is losing 7 of its top twelve shows in the last 12 months.
17 days ago
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The Pitt can now claim the biggest second season on streaming of all time (or at least according to Nielsenâs weekly top ten lists since 2020, but that pretty much means the biggest second season of all time.)
entertainment.substack.com/p/a-new-netf...
17 days ago
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Acquired TV shows dominate the charts, making up thirteen of the top seventeen shows on streaming last year, mostly consisting of the big three genres:
entertainment.substack.com/p/when-it-co...
17 days ago
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I loved Georg Zollerâs write-up on the video game industry, especially the hype cycles he mentions from just a few years ago, including... - E-Sports - The Metaverse - NFTs - Cloud gaming - Fortnite & Roblox
this.os.isfine.org/blog/posts/t...
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The Video Game Industries Very Dark Night â Georg's Blog
The western video gaming industry has had a brutal few years, with record layoffs affecting almost every company and many beloved studios and brands disappearin...
https://this.os.isfine.org/blog/posts/the-video-game-industries-very-dark-night/
17 days ago
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Time to hold one's self accountable...
entertainment.substack.com/p/kpop-demon...
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KPop Demon Hunters Loses Its Crown, Daredevil is a Flop, and Netflix May Ditch Theaters After All
What I Got Right, What I Got Wrong: Jun-2026
https://entertainment.substack.com/p/kpop-demon-hunters-loses-its-crown
17 days ago
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