Traditional studios don't have the money anymore. It's obvious that these studios (Disney, Warner, Paramount, Universal and Lionsgate) are going to bet everything on popular franchises, whether in cinema or TV. Originality will drop sharply at these companies and we don't know how long boutique studios like A24 will be able to keep original films at low grosses. Seriously, I hate expanded universes, franchises, and all that bullshit.

If there's one piece of good news that came out this week, it's Apple deciding to invest in theatrical releases. They have infinite money and seem, at least for now, more concerned with building prestige than making money. Apple is going to be an A24 (with 2.5 trillion in market value) and should give some artistic freedom. At least until they already have the prestige they seek so much.

He is on the new season of The Morning Show. It was announced shortly after that ad.

The only certainty I have regarding the media market is that Hollywood is going to bed with Apple more and more. Apple gives them what they want: "freedom", stability and, most importantly, infinite money.

Spellbound, Still... Whenever you see a new show or movie with an S in Production Weekly, it's possibly for Apple. Or SApple.

At this point, pretty much every A-list name in Hollywood has a high-profile project with Apple, except for Timothee Chalamet.

Until the premiere they change the title to just Savant. They love a name with an S: See, Servant, Swagger, Suspicion, Severance, Slow Horses, Shining Girls, Surface, Shrinking, Silo, Sugar, Sunny, Strange Planet...

Tim Cook must wish he'd been called Sim Cook.

People are being super naive with this ending of Succession. It wasn't as planned as they want to make it out to be.

MLS turned out to be visionary in abandoning RSNs.

Too early to say. Never has so much been spent to be awarded and we still don't know how much WBD intends to spend on prizes in this "new phase". Maybe they only invest in one or two shows.

Take the weekly Nielsen listings for streaming and cable and add HBO and HBOMax together, and the numbers are smaller than RoP streaming alone.

It was the only non-Netflix show, along with The Boys, to make Nielsen's annual top 15 streaming list. It's a huge hit for Amazon (as the hated The Terminal List and The Wheel of Time are).

This sub has serious problems accepting that the opinion here is not necessarily validated by real data. Just like twitter, this is a closed bubble. Possibly this comment will disappear with negative votes, but the reality is that it was as or more successful than House of the Dragon and The Last of Us.

No one was more successful than Yellowstone, though (another truth this sub can't stand)

My guesses: the critics will hate it; reddit will find failure and argue endlessly; the ratings will be high, better than the "darling" shows, but this sub will not accept it.

Until a new season of The Wheel of Time...

This is for live sports. I don't think AppleTV+ will have an ad-supported version, but live sports will definitely have ads.

Well, the CFO just updated that they're going to hit $4 billion of cost cutting (up from $3.5 billion previously). As much as they say the worst is over, the bleeding won't stop.

Exactly. That's why I said negative EPS almost 5 times worse than predicted was the worst case scenario. Investors expected to lose x and lost 5x.

They will come to Q1 2023 very pressured. The Last of Us has good ratings, but what will that mean in subscriber earnings for HBO/HBOMax? If they continue with these successive minimum increases, they will have serious problems in maintaining a minimum of investor confidence. Even more so now that Wall Street seems to have had enough of believing in streaming.

The EPS is much lower than expected. WBD will have a hard time convincing the market, with this very slow growth in subscriptions. If Q1 2023 doesn't turn out really well, I bet Wall Street folds.

I can assume that we will have something around only 2 shows per month (new shows or new seasons) in the vast majority of streams. I imagine 24 "big" shows is a limit for them. I used quotes around "big" because they aren't necessarily good shows, most being unoriginal (a prequel, a sequel, a franchise; oh god I hate franchises right now).

Ok. Let's pretend.

Name me a Disney or WBD/HBO show that doesn't get a ton of posts here when it's on the air. There are daily threads of The Last of Us and nobody complains. It even seems that this is exclusive to some company. Naive.

But what would be Apple's anticompetitive behavior in relation to AppleTV+? hey didn't buy any studios; they're just playing sitting on top of money. What's happening to traditional studios like WBD and Paramount is their fault.

Apple plays a long game, and given the financial disaster of traditional media groups, they could be long-term winners. It's simply waiting until most of the competition has no more money to compete. It's "very Apple" to do that, by the way.

I was reading a news story this week that Google may be paying Apple $30 billion annually to simply keep Google as the default search in Safari and a few other simple deals. That alone represents annual revenue for WBD and Paramount. It's a money machine that will wait for others to fail, without any worries. Lucky for them.

Of course not. TLoU isn't bad, but it's so far from being the masterpiece that many people want to make it out to be. This sub is lacking good and innovative shows or is very sensitive to mass marketing. What a shame.

So early for that.

NBA wants to raise fees and Zaslav literally said they don't need the NBA. Perhaps TNT will sit out of the next round of NBA rights negotiations.