Hollywood Breaks

With Disney+ as 100M+ Subscriber base, the Mouse House doesn’t give in to Cinemark and walks away from Raya movie fans. Theaters open up and are filling up, but the capacity holds back healthy returns for distributors, so studios are finding pre-pandemic deals may fall short.

Disney also dominates in SVOD space. Netting half the number of Netflix subs in 12 months and crashing the server with Wandavision Finale. “Disney’s vision complements the distribution formats with the content.” - Tim Thompson

Universal takes two, with FF9 by pushing the release date after July 4th. And Peacock TV, Comcast/Universal NBC’s AVOD platform, shows a big (but “projected”) loss with $914M loss in launching the platform brings on only $118M in ad revenue.

Show Notes

With Disney+ as 100M+ Subscriber base, the Mouse House doesn’t give in to Cinemark and walks away from Raya movie fans. Theaters open up and are filling up, but the capacity holds back healthy returns for distributors, so studios are finding pre-pandemic deals may fall short.

Disney also dominates in SVOD space. Netting half the number of Netflix subs in 12 months and crashing the server with Wandavision Finale. “Disney’s vision complements the distribution formats with the content.” - Tim Thompson

Universal takes two, with FF9 by pushing the release date after July 4th. And Peacock TV, Comcast/Universal NBC’s AVOD platform, shows a big (but “projected”) loss with $914M loss in launching the platform brings on only $118M in ad revenue.

What is Hollywood Breaks?

Hollywood Breaks is an insiders’ view of what’s shaping the content-making world. Development partners Tim Thompson and Keith Rauch host this weekly show discussing current events with an eye towards seizing opportunity in the changing landscape.