THB #206: Calm The F*** Down, Please
We are in a moment of stasis in the television/film business.
The domestic business is land-locked at the moment… in streaming via pushing the cap for subscribers and in film, via a product drought.
The international subscription business is at a plateau for Netflix while others are being reduced (at the moment) to tricks being used to pretend there is growth. Specifically, Disney using an ARPU under 20% of the overall norm for the company to keep Indian subs growing while also pushing domestic single-streamer subscribers to join The Bundle, where they report Bundle subs as 3 subscribers.
Warner Bros Discovery is doing pretty much exactly what was anticipated when the deal was done. No one really saw trashing Batgirl coming/going, but the thinking behind it… not a surprise.
Peacock is floating, as Comcast is still finding the most money in selling cable and milking their broadcast and cable networks for adverti…
