☀️DISNEY Blackout Barely Registers in CHARTER Q3 Numbers
PAR+ cancels more shows / ESPN gets big NBA debut audience - what it means re: new NBA TV deals / SPOTIFY changes Royalty policies
Mornin! This is Sean McNulty (connect here on LINKED-IN if ya like) and here’s the Hollywood + Media news to know on FRIDAY Oct 27, 2023.
Where let’s send out some bubbly 🍾 to Taylor Swift to kick off the weekend - no… not because of the “1989 (Taylor’s Version)” album drop today.
But rather because, according to Bloomberg, she’s now a member of the “Tres Commas” club!
Enjoy all the Mumms ya like, Ms. Billionaire - totally free song idea for the next album btw - it’s on me! (Richard, you’re good for halfsies right?)
Although, perhaps some tequila is the more on-brand thing to send 🤔.
AND: SAG-AMPTP are going back-to-back days in talks today! See… that’s somethin! 🤷♂️
PLUS: Just a little good in the world to round out another… pretty dark week - the INEVITABLE FOUNDATION announced their 2023 Accelerate Fellows, a year-long program that provides $40k grants plus mentorship, business and writing support to the selected disabled writers & filmmakers, with NETFLIX as a program sponsor. The Foundation has provided support for over 75 folks so far through its initiatives.
WAKEUP BOX OFFICE POLL RESULTS:
Looks like the bears from Freddy’s have escaped into this week’s poll 😳.
PLUS: A shout out to Peter Kiefer’s scoop last night about the APPLE & PAR split %/💰 numbers behind Killers of the Flower Moon 👇:
PLUS #2: New Ankler podcast is up this morning!
AND: Just sharing a little taste of Autumn on the East Coast as we enter our final October weekend… with 2 hours of foliage for your background TV pleasure today, courtesy of the PARAMOUNT+ YT channel 🤝.
IN THIS EDITION
The full breakdown of how the Aug-Sept DISNEY blackout affected CHARTER numbers.
From Subs, to Revenue, to Programming Costs… and what they told other Studios to expect in their upcoming negotiations.
A look at how the near record audience for the start of the NBA season on ESPN portends for underlying $$ in upcoming NBA deal negotiations.
Yes, time to break out the back of a napkin and… yeah, the results don’t look great.
Plus a the rest of the day’s news to know, and a look at all the new things to Stream/Watch this weekend.