'At What Point Do You Make a Profit?'
Ankler Agenda5 Elo 2022

'At What Point Do You Make a Profit?'

On this episode, hosts Janice Min, Tatiana Siegel and The Wakeup’s Sean McNulty take quick measure of entertainment’s giants after another day of wild Q2 earnings calls all about streaming that included Warner Bros. Discovery, Paramount and Lionsgate. Some quantified(ish) what success looks like down the road; others stayed vague. WBD CEO David Zaslav said that HBO Max and Discovery+, which boast a total of 92 million combined subscribers worldwide, will break even as a united service when it adds another 40 million, likely in 2024 or 2025, as $3 billion in “efficiencies” (ouch), start to unroll. Paramount CEO Bob Bakish called their losses “a growth phase” (a $445 million loss last quarter against revenues of $672 million). All begged the hard question: when does streaming investment actually begin to pay off? Follow us (and like us!) at Apple Podcasts or wherever you listen to your favorite podcasts, and on Twitter. Also please subscribe at TheAnkler.com/subscribe for more podcasts and stories about the entertainment industry. Related links: * Top Producer Sees Ruthless Future for Hollywood DEI * What?! Netflix Just Lost its Biggest TV Show in America * Will Peacock Exist in a Year? * Which Streamer Has the Most Bombs in 2022? * Who Killed the Marvel Juggernaut? This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit theankler.com/subscribe Learn more about your ad choices. Visit megaphone.fm/adchoices

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What Really Happened in Vegas

What Really Happened in Vegas

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The Dark Underbelly of 'Love is Blind'

The Dark Underbelly of 'Love is Blind'

As Hollywood braces for a writers strike, one genre of television will remain unscathed: unscripted. But reality has its own pitfalls: recently Netflix juggernaut Love is Blind whiffed in its attempt ...

21 Huhti 202344min

Netflix Earnings: What We Learned

Netflix Earnings: What We Learned

Sean McNulty and Elaine Low analyze what the co-CEOs said (and didn’t) in its Q1 earnings report about the strike, subscribers, the ad tier and passwords. For a full transcript, click here. This is...

19 Huhti 202321min

Dr. Pimple Popper Meets Harry Potter

Dr. Pimple Popper Meets Harry Potter

For the first time in 13 years, the iconic HBO moniker will not headline a platform as HBO Max becomes Max. Was the brand that snobby? This is a public episode. If you’d like to discuss this with ot...

14 Huhti 202341min

Drop the ‘HBO.’ Just ‘Max.’ It’s Cleaner (Wait - Is It?)

Drop the ‘HBO.’ Just ‘Max.’ It’s Cleaner (Wait - Is It?)

Elaine Low and Sean McNulty discuss the implications of HBO Max's rebrand. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit thea...

13 Huhti 202323min

Hollywood's New Grey Ceiling

Hollywood's New Grey Ceiling

Entertainment was once dominated by brash young executives (Barry Diller, Sherry Lansing, Dawn Steel and Robert Evans all ascended in their thirties). Now? Nearly every top job in town belongs to some...

7 Huhti 202343min

Strikes, Firings and the (Possible) Mother of All Mergers

Strikes, Firings and the (Possible) Mother of All Mergers

Hollywood’s tectonic plates are continuing their steady shift, this time with Netflix’s decision to part ways with longtime film execs Lisa Nishimura and Ian Bricke. The move raises the broader questi...

31 Maalis 202355min

Tom Ryan: The Future of FASTs in Streaming

Tom Ryan: The Future of FASTs in Streaming

This is last in a series of conversations from NXStream Global, the March 8 summit from Advertising Week and The Ankler at UTA. The first three were with Tony Vinciquerra, Jeremy Zimmer and Rich Paul....

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