The Entertainment Strategy Guy writes a Substack that delivers data-driven analysis of the business of film, television, and streaming, and the strategies behind them. His Ankler series on the American Viewer analyzed the evolving television audience.
In 2021, Netflix accounted for 80 percent of the titles on Nielsen’s weekly Top 10 streaming originals charts. Five years later, that share has plunged to 51 percent.
This may be the clearest explanation yet for why Netflix fired Bela Bajaria, installed Peter Rice and embarked on one of the most dramatic executive shakeups in Hollywood history.
But Netflix’s shrinking share of the streaming hits business isn’t even its biggest problem. Its most reliable franchises are ending, the next generation of hits isn’t materializing fast enough, and data reveals that some of its returning series are already showing signs of fatigue.
Five charts tell the story of how Netflix got here, who’s gaining ground on the streamer (no, it’s not just YouTube), and the daunting challenge Rice now faces: The disruptor is being disrupted…
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