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

Episoder(248)

'My Year is Gone Career-Wise'

'My Year is Gone Career-Wise'

Before the strike, actress Addie Weyrich had an FX pilot. Today, she is waiting tables. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes...

25 Aug 202339min

Leaks, Meetings & Calls. Oh My!

Leaks, Meetings & Calls. Oh My!

After months of silence, studio heads seem newly committed to reaching an agreement with the WGA. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonu...

18 Aug 202331min

Lina Khan Q&A: Hollywood 'Red Flags', 'Doom Loop' & the Future of M&A

Lina Khan Q&A: Hollywood 'Red Flags', 'Doom Loop' & the Future of M&A

FTC Chair Lina Khan on the agency’s views on the various crises roiling entertainment. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes,...

16 Aug 202335min

'It Will Surprise Us How Fast it Can Disappear'

'It Will Surprise Us How Fast it Can Disappear'

Dickinson creator Alena Smith joins to discuss the destructive effects of streaming and the corporatization of entertainment. This is a public episode. If you’d like to discuss this with other subscr...

11 Aug 202339min

WBD and the Struggle of Legacy Studios

WBD and the Struggle of Legacy Studios

Three earnings calls on the same day reveal how entertainment companies are no longer playing the same game. This is a public episode. If you’d like to discuss this with other subscribers or get acce...

4 Aug 202335min

Studios, Strikers and a Tense Game of Chicken

Studios, Strikers and a Tense Game of Chicken

The WGA accuses the studios of being in a ‘mutual suicide pact.’ This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit theankler.com/...

28 Jul 202346min

Duncan Crabtree-Ireland: 'It Takes Two to Tango...the Companies Aren't Stepping Up'

Duncan Crabtree-Ireland: 'It Takes Two to Tango...the Companies Aren't Stepping Up'

As Week 1 of the actors strike draws to a close, an interview with SAG-AFTRA chief negotiator Duncan Crabtree-Ireland on Wall Street’s impact on the impasse, the stickiest issues on the table and more...

22 Jul 202314min

The Raw Deal Point Roiling Hollywood

The Raw Deal Point Roiling Hollywood

Entertainment Strategy Guy joins to discuss perhaps the most existential of issues at the heart of the current SAG-studio impasse: profit sharing. This is a public episode. If you’d like to discus...

21 Jul 202349min

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