Lucas Shaw
@lucasshaw.bsky.social
Oversee business of pop culture coverage at Bloomberg. Views my own.
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Write a newsletter: https://tinyurl.com/bdh7w838
Host a conference: https://shorturl.at/nuW1F
Go Dodgers
People watched more Suits on Netflix in 6 months than Suits on TV in 9 years. And that's not even the largest bump a show has gotten from Netflix.
www.bloomberg.com/news/newslet...
www.bloomberg.com/news/newslet...
April 1, 2025 at 2:09 AM
People watched more Suits on Netflix in 6 months than Suits on TV in 9 years. And that's not even the largest bump a show has gotten from Netflix.
www.bloomberg.com/news/newslet...
www.bloomberg.com/news/newslet...
A few takeaways from Netflix's latest data dump:
March 3, 2025 at 4:28 PM
A few takeaways from Netflix's latest data dump:
Disney has made a lot of moves in streaming over the last 3 years, and yet its services share of total TV time hasn't budged.
YouTube, Netflix and Amazon have all grown quite a bit.
www.bloomberg.com/news/newslet...
YouTube, Netflix and Amazon have all grown quite a bit.
www.bloomberg.com/news/newslet...
February 24, 2025 at 4:59 PM
Disney has made a lot of moves in streaming over the last 3 years, and yet its services share of total TV time hasn't budged.
YouTube, Netflix and Amazon have all grown quite a bit.
www.bloomberg.com/news/newslet...
YouTube, Netflix and Amazon have all grown quite a bit.
www.bloomberg.com/news/newslet...
Streaming has grown its share of TV time by almost 7% in just one year. (Cable and broadcast both continue to decline.)
YouTube's share alone is up about 2%. Netflix growing a lot as well.
YouTube's share alone is up about 2%. Netflix growing a lot as well.
February 18, 2025 at 3:32 PM
Streaming has grown its share of TV time by almost 7% in just one year. (Cable and broadcast both continue to decline.)
YouTube's share alone is up about 2%. Netflix growing a lot as well.
YouTube's share alone is up about 2%. Netflix growing a lot as well.
Netflix is the cheapest major streaming service by a pretty major metric. How much we pay for how often we watch it.
That's according to MoffettNathanson.
www.bloomberg.com/news/newslet...
That's according to MoffettNathanson.
www.bloomberg.com/news/newslet...
February 17, 2025 at 10:39 PM
Netflix is the cheapest major streaming service by a pretty major metric. How much we pay for how often we watch it.
That's according to MoffettNathanson.
www.bloomberg.com/news/newslet...
That's according to MoffettNathanson.
www.bloomberg.com/news/newslet...
Why the fuss about super fans or 'streaming 2.0'?
The US record business is growing at its slowest pace in a decade.
The US record business is growing at its slowest pace in a decade.
February 17, 2025 at 4:18 PM
Why the fuss about super fans or 'streaming 2.0'?
The US record business is growing at its slowest pace in a decade.
The US record business is growing at its slowest pace in a decade.
The Hollywood recession is real. The industry has reduced its output of new TV 2 years in a row.
But it still releases more than 3 new shows a week.
But it still releases more than 3 new shows a week.
January 27, 2025 at 8:27 PM
The Hollywood recession is real. The industry has reduced its output of new TV 2 years in a row.
But it still releases more than 3 new shows a week.
But it still releases more than 3 new shows a week.
Movie ticket sales have declined about 30% over the last two decades. Rising ticket prices have masked a rapid decline in attendance.
January 6, 2025 at 4:43 PM
Movie ticket sales have declined about 30% over the last two decades. Rising ticket prices have masked a rapid decline in attendance.
So about 5-7 million people watched Netflix’s Christmas Day NFL games outpace the US.
December 31, 2024 at 7:47 PM
So about 5-7 million people watched Netflix’s Christmas Day NFL games outpace the US.
Free streaming services are growing a lot more quickly than paid ones.
They have increased their share of US TV viewing by 58% over the last two years. Paid streaming, just 16%.
They have increased their share of US TV viewing by 58% over the last two years. Paid streaming, just 16%.
December 16, 2024 at 3:27 PM
Free streaming services are growing a lot more quickly than paid ones.
They have increased their share of US TV viewing by 58% over the last two years. Paid streaming, just 16%.
They have increased their share of US TV viewing by 58% over the last two years. Paid streaming, just 16%.
Feeding me these two posts many hours later does not make blue sky “fun.”
December 2, 2024 at 1:36 PM
Feeding me these two posts many hours later does not make blue sky “fun.”
2. Major labels are losing market share as independents offer new artists far better terms (in exchange for less help).
November 25, 2024 at 1:58 AM
2. Major labels are losing market share as independents offer new artists far better terms (in exchange for less help).
Two big trends define the music business right now.
1. The fastest-growing markets are in Asia, Latin America, Africa and the Middle East, areas where major music companies have fewer resources.
1. The fastest-growing markets are in Asia, Latin America, Africa and the Middle East, areas where major music companies have fewer resources.
November 25, 2024 at 1:58 AM
Two big trends define the music business right now.
1. The fastest-growing markets are in Asia, Latin America, Africa and the Middle East, areas where major music companies have fewer resources.
1. The fastest-growing markets are in Asia, Latin America, Africa and the Middle East, areas where major music companies have fewer resources.
Disney's streaming business is going to swing from a $4B loss to a projected $1B profit in three years.
Price hikes + staff cuts + advertising.
www.bloomberg.com/news/newslet...
Price hikes + staff cuts + advertising.
www.bloomberg.com/news/newslet...
November 17, 2024 at 11:54 PM
Disney's streaming business is going to swing from a $4B loss to a projected $1B profit in three years.
Price hikes + staff cuts + advertising.
www.bloomberg.com/news/newslet...
Price hikes + staff cuts + advertising.
www.bloomberg.com/news/newslet...