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With all eyes on the monthly pricing of Disney+ relative to (more expensive) Netflix, analyst Michael Nathanson takes a look at Netflix content and what viewers like about it [caption id="attachment_6348" align="alignleft" width="200"] Michael Nathanson | Moffett Nathanson[/caption] April 8, 2019 | As Disney+,  Apple and WarnerMedia launch new direct to consumer products in 2019, the single most fascinating subject for media...

AI complements rather than replaces essential human tasks in M&E businesses April 8, 2019 | Over the past year, the topic of artificial intelligence (AI) has become increasingly relevant to the media and entertainment industry. While the importance and utility of AI across the media industry are growing, the nature and potential of AI are not necessarily generally understood. [caption id="attachment_6844" align="alignright"...

(Above) Within content companies, consumer products and distribution groups now must be aligned, particularly around streaming windows.   Consumers have already democratized entertainment, defining it more broadly than ever before April 1, 2019 | It’s not only Disney and Fox that are becoming one. Entertainment encompasses a broader definition than ever before. The original perspective that entertainment came from your television or at...

(Above) Source: The NPD Group, The DTC Video Landscape   Affordability is the No. 1 reason that consumers subscribe to a la carte TV channels, but the ability to get only the content they want is also important March 4, 2019 | Direct-to-consumer (DTC) is an evolving U.S. retail trend with startups such as Warby Parker and manufacturers like Harry’s Shave Club seizing...

Above | CuriosityStream makes some content available outside the pay-wall.   There is reason to believe viewer interests will remain as broad in DTC as they are with traditional TV  January 28, 2019 | The battle to become an anchor tenant in the entertainment bundle of most people will intensify in 2019. When Disney and WarnerMedia join Netflix, Amazon Prime Video, and Hulu, it will be even harder for smaller direct-to-consumer (DTC) services to be seen by their intended audience. Does that...

Dissecting Disney’s closed, and AT&T’s more open, OTT content strategies  [caption id="attachment_6348" align="alignleft" width="200"] Michael Nathanson | Moffett Nathanson[/caption] January 28, 2019 | 2018 will go down as the year in which some of the largest traditional media companies started to show their cards vis-a-vis their over-the-top (OTT) distribution strategies. With three large-scale mergers (AT&T-TWX, Disney-Fox, and Comcast-Sky) either complete or nearing completion,...

Above: Even with a steep drop in new platform launches since 2015, relatively few have shut down.   Specialty players continue to grow in a landscape of fewer launches, more major media company activity January 28, 2019 | The “Big Three” U.S. SVOD players – Netflix, Hulu, and Amazon Prime Video – receive a lot of media attention for their original runaway hits (The...

Chart Source: NPD Connected Intelligence, TV Ownership Trends Report   4K ULTRA HD Is Shortening Consumers' TV Replacement Cycle December 3, 2018 | Consumers are increasingly migrating to the biggest and best when buying a new TV, especially when it’s for the primary viewing room – the living room. It all comes down to the factors that drive the decision to replace an existing...

Falling device prices, wider availability of phyiscal and digital content pushes 4K UHD adoption solidly into 'early majority'   By Marcy Magiera | Editor, DEG Long before the Thanksgiving turkeys are hauled home, its seems Americans' minds turn to holiday shopping. For weeks, winter holiday decorations have been popping up in malls and headlines have been written about retailers' plans surrounding Black Friday...