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Every day, ask yourself, what am I missing? Often times, for today’s dominant entertainment and media companies, that answer could very well be great user experience.  Because without it, companies face the very real prospect of losing their competitive advantage. Having compelling content and a solid distribution network (or even both) remains crucial; however, it is the ability to give...

This week, Netflix’s Castlevania is still the most popular digital original series in the US, but the anime-style series’ demand fell by 37% compared to last week. Stranger Things is No. 3 on the digital original series chart, likely on the back of the show’s trailer released on July 22. Also, the launch of Netflix’s Friends from College on July 14...

On June 12, our firm downgraded the U.S. Theater sector to Sell and switched our stock recommendations of Cinemark and Regal from Neutral to Sell due to two growing threats facing exhibitors: Premium Video On-Demand and Netflix.  While each of these risks is unlikely to pose a material negative impact to near-term financials, we expect these longer-term industry headwinds to...

Thank you to Universal Pictures Home Entertainment and its President, Eddie Cunningham, for hosting a lively and insightful "Breakfast with the Board" Tuesday in Universal City! DEG Board Member Cunningham discussed with breakfast participants the studio's performance under Comcast and how to preserve and lengthen the life of physical media....

As online video rapidly replaces traditional TV, none of us have a clear picture of what the future of video and advertising will look like. Investing in technology is a bit like sending drones into the deep end of the ocean – only we’re hoping to chart a path to video monetization and personalized viewing experiences. It’s a progressive, yet...

Analyzing, managing, marketing, and selling catalog titles in a worldwide digital marketplace is challenging due to lack of data, inefficient workflows, manual effort and the massive volume of availabilities. It costs a significant amount of time and money to get titles in to digital stores, but the vast majority of titles available around the world sit on the virtual back...

The future of television is all about delivering personalized online experiences that are curated for each and every viewer. Unfortunately, we have seen very little innovation, experimentation or offerings that meet this need. Although broadcasters have mastered the art of incorporating advertisements seamlessly into linear programming when delivering OTT streams, why aren't they using that same technology to accomplish basic requirements like ad...

While debate swirls around the sequential dating of movies in release windows, I would like to focus for a moment not on the sequence of windows and the creation of new windows, but instead on the current and critical importance of release date decision making within specific windows. [caption id="attachment_952" align="alignright" width="204"] Bob Levin, Screen Engine/ASI[/caption] The choice of a movie's theatrical opening date plays a singularly significant role...

Here we are again, in the heart of Oscar season, when every year theories fly fast and furious about the business impact of being nominated for, and winning, Oscars. It's difficult to find two analysts or executives who would agree on an answer to the awards campaign question, "What is the effect of spending money chasing an Academy Award?" Keep...

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