The Ankler

DISCOVERY+ growth rate slows; Tom Brady gets into movie biz

IMAX sets $$ record / Sacha Baron Cohen joins APPLE TV+ Cuaron series / CNN+ sets launch lineup

Mornin! This is Sean McNulty and here’s the Hollywood + Media news to know on THURSDAY February 24, 2022.

Where let’s face it, I wish there was something else to lead off with here today but world events took a pretty grim turn late last night, so probably best to just get on our way.

A light-ish day in MOVIES and TV, but heavy-lift day in the MEDIA BIZ.


📽 THE SILVER SCREEN

Tom Brady producing, appearing in pic at PARAMOUNT

Called “80 for Brady”, inspired by a true story about a group of best friend New England Patriots fans taking a road trip to the 2017 SUPER BOWL.

Starring Lily Tomlin, Jane Fonda, Rita Moreno and Sally Field. ENDEAVOR CONTENT producing, shooting this Spring. /THR


ALSO IN MOVIES


📺 THE TV SET

APPLE TV+ adds Sasha Baron Cohen to Alfonso Cuaron series “Disclaimer”

Based on a book and Cate Blanchett & Kevin Kline already set.

About a muckraking TV docu journalist (Blanchett) who has an intriguing novel written by a widower (Kline) show up on her bedside table… in which she is a key character in a story centering on a story that reveals her darkest secret from the past.

Sasha’s role undisclosed. /Deadline


ALSO IN TV


💻 THE MEDIA BIZ

Reese Witherspoon’s HELLO SUNSHINE buys THE HOME EDIT lifestyle brand

SUNSHINE already produced the brand’s NETFLIX show”Get Organized With The Home Edit”, so presumably expect a lot more of that kinda stuff. No price disclosed.

HOME EDIT also has retail product lines, books, and a “home organizing” busines in 9 cities. /THR


DISCOVERY+ hits 22 Million global subscribers, growth rate continues to slow

Marks the 1 year point in terms of reporting numbers (DISC+ launched Jan 2, 2021). End of quarters subscriber counts this year:

  • Q1: 13 Million

  • Q2: 17 Million (+4 Million)

  • Q3: 20 Million (+3 Million)

  • Q4: 22 Million (+2 Million)

No breakdowns on US vs Int’l subscribers, or Ad-Supported vs. Ad-Free subscribers.

The 22 Million DISC+ total is basically on par with ESPN+ (21.3 Million)

BIG PICTURE: 2021 DISCOVERY revenue was +14%, with Ad Sales +5% in Q4… mainly due to charging more and increasing Ad load to offset lower ratings, and lower subscriber base:

  • DISCOVERY Networks lost 5% of their subscriber base in 2021, likely mainly due to cord cutting.

But 2021 Profit was -10%… most of that deficit coming from Q4 (-86% from Q4 2020).

Nothing new on the WARNER DISCO that will be closing soon, but Zazlav hints at a Free streaming service utilizing WARNER assets somewhere in their future, in addition to the Subscription products.


IMAX has biggest Q4 ever, first profitable quarter of the pandemic

Essentially… #ThanksDune+SpiderMan. The $277 Million Q4 revenue beat 2019’s Q4 revenue of $244 Million. /THR


ALSO IN MEDIA


🏦 STOCK NOTES:

AMC NETWORKS +6% ($40.03) as the sale speculators continue to creep back in.

LIONSGATE +5% ($13.85), creeping back in here too.

Otherwise another generally somewhat down day for most (-1% to 4%), with likely a pretty grim day ahead.


If you were sent this newsletter or… just kinda found it:


👩‍💻 NEW TO WATCH:

NBC “Law & Order”… reboot? premieres at 8p

ABC “Big Sky”New season at 10p


🎥 TRAILER HOUSE

NETFLIX “Ozark” Final Season Pt2 teaser spotThe end drops on April 29.


AMAZON PRIME “Upload” Season 2 trailerPremieres March 11


FX ON HULU “Under the Banner of Heaven” teaser trailer – Andrew Garfield stars as a detective in this limited series from Dustin Lance Black (“Milk”) that’s “inspired by” the true crime bestseller by Jon Krakauer. “Coming Soon”


UNIVERSAL “The Bad Guys” trailer #2 – A crime gang is forced to “go good”, from DREAMWORKS. In Theaters April 22


NETFLIX “The Andy Warhol Diaries” docuseries trailer – 6 episodes, exec produced by Ryan Murphy, looking at Andy’s life through his posthumously published diaries. Premieres Wed March 9


🎧 PLAYING ME OFF

THE KNOCKS with DRAGONETTE “Slow Song” – New pop tune with a low key but catchy vibe .

If you need some new tunes:

Email me anytime – just Reply to this email, or connect here on LINKED IN.

-SEAN MCNULTY

@theseanmac on TWITTER

@TheWakeupNews on INSTAGRAM

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