Happy Holiday War & Peaceniks!
There’s been A LOT written about the Q1 chaos in the streaming wars, much of it contradictory, some of it confusing, all of it too widespread to corral into one train of thought. I wanted to simplify the streaming tale into one, memorable story.
Thus, below, my summer-kick-off-comic-strip (aka graphic novella) THE TV PARADIGM WARP.
I also want to take this moment on Memorial Day to honor the memories, service and sacrifice of all the Men and Women who have given their lives defending the ideals of our country.
Have a great day.
ESHAP
Good stuff as always EShap! Question for you - I've heard (you know, on the mean streets) that Netflix is carrying a lot of debt. a) is this true and b) how important is it to consider the overall P&L of each streamer ... and why? So grateful to you for the data-vis / media cartography / Death Star data you put together.... it's awesome. -dd
Another illuminating and enjoyable piece Evan! Thanks for all this great work. For Chart 7 - % of users who stream (AVOD) - isn’t this commonly known as “pay-TV”? I noted from my own SkyGo app the other day (that I pay for as part of my monthly Sky subscription) that ads are still pretty robust.