WIH+: Inside Netflix, Max, and Disney+’s Strategies

Welcome back to What I’m Hearing+, my weekly deep dive into the data and dealmaking behind the streaming business. I’m coming to you from Seoul, during my first trip to Asia, where I’m trying to figure out how to stream Succession in both Japan and Korea.
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Welcome back to What I’m Hearing+, my weekly deep dive into the data and dealmaking behind the streaming business. I’m coming to you from Seoul, during my first trip to Asia, where I’m trying to figure out how to stream Succession in both Japan and Korea. Tonight’s WIH+ completes our fun game of hypothetical streaming chess, focusing on the heavyweights: Netflix, Disney+, and HBO Max.

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Streamer Report Cards, Part III: The Heavyweights

An insider assessment of the shows and strategies that Netflix, Disney+, and the soon-to-be-renamed Max should be developing to cultivate new audiences and grow their footprint.

JULIA ALEXANDER

For the past few weeks, I’ve shared a thought experiment I call platform chess—an exercise that I often employ with my clients at Parrot Analytics, where I work as director of strategy, to determine the genres in which each streaming service is under-invested, over-indexed, etcetera, specifically when it comes to originals they’re acquiring. In Part I, I examined the tech giant platforms: Apple TV+ and Amazon Prime Video, which still have room to grow. In Part II, I assessed the incumbents: Paramount+, Peacock, and Hulu, which have voluminous libraries, but must strategically horsetrade before they are bought or sold, themselves...

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