THB #48: Streaming Like Monday Morning

10 Rarely Discussed Truths About Streaming

Streaming is television.

The international market is the PRIMARY reason for the television market to shift to a streaming-dominant model from the reruns-via-streaming model the networks have had in place for years.

Wall Street doesn’t give a shit about your one TV show or movie… or your slate, really.

No company with legacy roots will ever get the kind of valuation that Netflix has enjoyed as the first mover in streaming.

Most of the branded “original content” on Netflix is produced outside of Netflix. Noting wrong with this, just the reality.

Theatrical releases and Ad-Based releases are not the same in terms of revenue as subscription streaming releases . The basis for judging each is wildly different. There is no direct revenue created by a full subscription streaming release.

Gaming is highly volatile market and not any kind of easy addition. If it was easy to create the next Roblox, you would have created the next Roblox.

Gambling is a highly p…