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Who Won August and September: Original Films or Franchises?
(Welcome to the Entertainment Strategy Guy, a newsletter on the entertainment industry and business strategy. I write a weekly Streaming Ratings Report and a bi-weekly strategy column, along with occasional deep dives into other topics, like today’s article. Please subscribe.) I just heard someone say that if you’re reading a pundit or data analyst, and they don’t tell you that they got anything wrong, they’re not a pundit but an “influencer”. I agree with that. You have to tell your audience when you get things wrong, or they won’t (or shouldn’t) trust you as much. Today, we’ve got another edition of “What I Got Right, What I Got Wrong”. In general, I’m patting myself on the back (and patting very hard) about a few things like IP at the box office, LIV golf, horror films, crowdfunding movies, superheroes, and old people going to the theaters. That said, I also made a couple of data mistakes on the streaming bubble popping and HBO’s datecdotes, so I’m not perfect. But first, I need your feedback... Subscribe Follow-Ups: What Should We Call Mid-Budget Movies Which Aren’t Cinematic Enough for Theaters But Are Too Expensive to Make Money on Streaming? After I asked for feedback on what we should call straight-to-streaming films that are too big to pencil out on streaming but not really big enough to resonate in theaters, I got some great suggestions from you all, including... “Moldilocks” from John Aboud “Little Big Indie” from Travis Frick1 “Midflicks” from Jonathan Funke. “Extra-Medium” from Jona Nwuke. (Read the explanation in the footnote.) Between these and Brandon Katz—who suggested “Bermuda Budget Triangle”, “The Platform Gap” and “The Distribution Deadzone”—we’ve got some excellent suggestions. And they’re better than my suggestion, the “Streaming Budget Dead Zone”, so let’s take a poll! The winning entry becomes the new term. Loading... RIGHT: LIV Golf is Fully Bankrupt…Is Anyone Else Next? A few years ago, I was always a bit perplexed at all the articles I’d read praising LIV Golf and their strategy to disrupt the PGA. LIV Golf, a brand new professional golf league, offered PGA stars ten times what they made on the PGA Tour to join their new league. And folks praised this strategy for its initial “success” in that a lot of big names did indeed leave the PGA. Yeah, of course the players came over. LIV Golf paid them so, so, so much more! But LIV Golf hadn’t discovered a way to increase potential revenue. So think about this in basic business terms… They paid much more in costs… …but had no real way to increase revenue. That’s not a strategy! That’s deficit financing. It won’t work unless you bankrupt the competition (and then turn around and pay those same golfers much, much less). It’s not a sustainable strategy and only lasts as long as the company/person/nation backing it decides they’re cool with losing money. For LIV Golf, that meant Middle East oil wealth, in particular Saudi Arabian money. Clearly, the current Iran War has hurt Middle East finances, so they need to trim their more exorbitant spending. And LIV Golf was part of that trimming. This should be a major warning for others. TGL’s parent company, TMRW Sports, just got a $1 billion valuation, despite TGL’s (the indoor golf league) horrible TV viewership of less than half a million viewers per match. Unrivaled, the women’s basketball league, just secured a $650 valuation, despite its horrible TV viewership and a new rival (Project B) entering the scene next year. To relate this to streaming, Hollywood should ask which streamers may have wealthy patrons funding their losses. (Let’s be clear: Google, Amazon and Apple.) Could those patrons lose their appetite? For Amazon, probably not. But Apple has a new boss, so maybe! WRONG: My Analysis of the Streaming Bubble Was Missing a Week I’m going to be congratulating myself a lot today, but I make mistakes too, like this data goof. When I last compiled the data on the decline in TV shows, I was missing one week at the end of June. If you look at the first image, you can see that one week was mislabelled as “July”. Mainly, this image got updated to show a 27% decline, not 29%: This change doesn’t really impact the overall analysis, but it is two percent better. By the way, through the third quarter, the decline increased and it’s now a 30% decrease since 2022. (I’ll write/visualize this in an upcoming article.) But I want you to trust me and my data. Especially these days, when many people are using LLMs that I know are inserting faulty data into their charts, I want to keep earning my audience’s faith. So that’s the accurate data. RIGHT: IP Remains Very, Very Popular In July, I wrote a giant (and I mean giant) article on Backrooms, Obsession, and the box office, going over what we know, what we don’t know about what works in theaters, looking at YouTubers, IP, the horror genre, comic book movies, and a whole lot more. The month of August really tested a lot of my theses and, being honest, mostly supported my arguments. Let’s start with IP. Looking at 8-Aug (the weekend after Spider-Man: Brand New Day came out) to 18-Sep (the weekend that Resident Evil came out, which I think provides a nice bookend to this time period), there were seven films based on pre-existing IP: Resident Evil (2026) ($126 million) Practical Magic 2 ($65 million) _Insidious: Out of the Furthe_r ($65 million) Coyote Vs. Acme ($59 million) Paw Patrol: The Dino Movie ($53 million) Tony ($15 million) Super Troopers 3 ($7 million) Compare those to the notable original films from the past month—I actually could have included more movies, but here are just thirteen, bringing us to an even twenty films—including.... The End of Oak Street ($54 million) Buddy ($26 million) Mutiny ($15 million) By Any Means ($15 million) The Dog Stars ($14 million) Runner ($14 million) One Night Only ($11 million) Hope ($8 million) Spa Weekend ($7 million) The Uprising ($6 million) Teenage Sex and Death at Camp Miasma ($6 million) Onslaught ($3 million) Eli Roth’s Ice Cream Man ($2.8 million) Here’s that in chart form: Five of the top six films in this time period were all based on IP. I made a big chart of films that grossed over $200 million at the box office before Spider-Man: Brand New Day and The Odyssey hit theaters. Let’s update that chart! By the way, if you want to see how I categorized each film—so another bar chart—here it is: I know that many of my fellow critics/pundits/analysts dislike films based on IP and how Hollywood is making so many of them. And I’m sympathetic to this point of view. As I’ve written many, many times before, you need a balance between existing franchises, new IP, and original films. And Hollywood clearly needs to make more films like Resident Evil (a well-made film from a visionary director) and fewer Practical Magic 2’s (which didn’t get critical or customer buzz). But at some point, critics and pundits need to contend with what audiences are telling them: Movie-goers aren’t showing up to original films. Audiences are speaking with their dollars, telling you they want more IP and franchises. You can try to convince studio heads to make fewer IP-based films and franchises, but the data and numbers aren’t there. Instead, critics need to work harder to convince audiences to show up for original films. Aim your ire/concern at the average person, not studio heads.2 Because they’re just making the films that audiences are telling them to make. WRONG: Original Horror Films Didn’t Break Out I’ll be honest, even though I wrote an article casting some skepticism on the horror genre in July, if you asked me to make a prediction, I would have predicted that, in August, a new, original horror film would have blown up. No, seriously, I just assumed that Obsession and Backrooms presaged a change in audience behavior. But none of the buzzy new original horror films from August—Teenage Sex and Death at Camp Miasma, Onslaught (not an action film in spite of the ads), The End of Oak Street, Eli Roth’s Ice Cream Man, or _Buddy—_broke out. To be clear, exactly one of those films (Buddy) had good “ROI”, but again—I try to be specific in my language—none were “popular” in any broad sense of the word. None of them will be “saving” movies theaters like Backrooms or _Obsession_helped save the summer. The new Insidious film and Resident Evil, both based on IP, were far and away the biggest horror films since July. (We’ll see if this changes in October/Halloween season.) RIGHT: Stay Skeptical about Crowdfunding... I’ve long been skeptical about crowd-investing platforms as one of Hollywood’s saviors, mainly because there’s so much hype/buzz. People need to stay more skeptical about more things, explaining both the potential upside but also the downsides. In particular, the media often hypes crowdfunding at the start and never checks in on the actual results after they’ve come in later. And August gave us our first update! _Ice Cream Man—_directed by Eli Roth—grossed $6 million off of a $5.5 million budget. This is a production of The Horror Section, which was one of the first “crowd investing” studios with 2,400 investors, which means that 2,400 investors probably lost money. They certainly aren’t getting as great of returns as if they had just invested their dollars in the stock market. Hopefully Stiletto (Tagline: “Someone’s Going to Make it Rain Blood!”) does better next month. WRONG: Another Data Goof Here’s another data error. When the first episode of House of the Dragon came out, HBO put out that it had 21.5 million viewers in the first three days, and I read that to mean in the US…but no, it was global. So my US-only datecdotes charts shouldn’t have included it. We never got US-only numbers for the first episode, but for the final episode, HBO put out that it had 11 million US viewers. (And that global dropped to 21 million viewers.) Here’s the updated chart (which I’ve since used in the Streaming Ratings Report): Still, this show is absolutely huge. RIGHT: Superhero Films Remain Very, Very Popular After Supergirl flopped, I read a few takes that “comic book movies are going the way of the Western”. Post-Spider-Man: Brand New Day, that take didn’t age well. To be fair, I have a very nuanced take on the superhero genre right now; it’s down right now, for a lot of reasons. But it’s not “dead”. Maybe _Spider-_Man is just a really popular character? I saw that take, and it’s a fair counter-argument. (But pundits arguing that superhero movies were dead should have mentioned this $1.5 billion counter-argument…) But is it just Spider-Man? The next Avengers film already has $50 million in pre-sales (and I was skeptical that that film would do well) and the Avengers: End Game re-release topped the box office two weekends ago (over three original films). And I wouldn’t bet against Batman or Superman. So maybe it’s just Spider-Man, Batman, Superman and the Avengers. Oh, and Deadpool, of course. And Black Panther. And Wolverine. And probably the X-Men. Plus a well-made Wonder Woman or the Hulk film could break out. But that’s it! It’s just those ten characters/teams. Oh, what’s that? Lanterns is also doing well on HBO? (See previous section…) To be fair, I’m actually pretty sympathetic to the argument that more popular characters—like Spider-Man and Batman—anchor more popular films. In fact, I made that exact argument three years ago when I first wrote about the “Marvel-cession”. In many ways, you can blame The Guardians of the Galaxy for fooling Marvel Studios (and the rest of us) into believing that any character could pop. It turns out, the list of iconic characters is probably smaller than most people think. But it’s probably too early to say that superhero films and comic book movies are dead unless “death” means a slight decline over a longtime. RIGHT: Who Killed Theaters? Old People I get frustrated whenever I see headlines or analysis about how young people are “returning” to theaters. As I’ve detailed(for years), young people have always powered the US box office, despite narratives about “kids these days” and their “phones”. Really, what’s changed post-2020/pandemic is that old people aren’t going to the movies nearly as much. This summer, I saw a movie (from an older director) in a theater near a retirement community, and multiple older people at the theater were talking about how this was their first time seeing a movie in years. I dislike personal anecdotes, so YouGov can fill in the data, best summarized by this headline: “Who killed movie theaters? Not the youths”. According to them, 64% of people aged 18-29 have seen a movie in the last year, but only 30% of 65-and-older. 20% of 18-29 have seen a movie in theaters in the last week and 42% in the last month. Here’s the polling data: Most concerning? Many Americans (17%) think theaters are a worse or much worse experience than watching films at home. Slight WRONG: Hadestown Opens Big A live theater capture of the Broadway musical, Hadestown, made $20 million at the US box office, which begs the question: was I wrong to be skeptical about musicals a few years ago? Yes and no. On the one hand, $20 million is a far cry from being “popular”, so yeah, the genre isn’t that popular overall and Hadestown is one of the more popular musicals from recent years (i.e. the “Taylor Swift Data Fallacy” in action). On the other, I doubt filming this cost all that much, and I don’t think that they spent much on marketing, so this is a good source of ancillary revenue. Smaller Updates WRONG: As I mentioned in a Streaming Ratings Report, I underestimated the budget for Enola Holmes 3. It probably cost more like $50 million, if not more. But... I’m not sure that it really matters? At sub-10 million hours, prices have to come down to make this work. WRONG: Netflix is giving Ink a 27-day in theaters! To quote the kids/YouTubers these days, let’s go! Now I might actually have a chance to see Danny Boyle’s latest in theaters. I’d complained about this in a “Coming Soon” section, but I was heartened to read that Netflix is giving multiple films longer theatrical windows this year. RIGHT: Netflix is sending 4-5 films per year to theaters. Netflix is slowly but surely sending more and more films to theaters, as I cautiously predicted earlier this year. For now, it’s just three big films and a number of awards contenders, but still, this is great news. And they’ll be releasing box office grosses! Just this week, Ted Sarandos confirmed that KPop Demon Hunters 2 will come to theaters (and my guess is it performs in the box office top ten at a minimum). WRONG: Angel has 3 million subscribers! How do I know this? Well, they told Deadline, who reported it. I marked this as “wrong”, since they’ve doubled their subscribers in one year but, you know, they don’t really have a hit film to speak of and they’re still losing money. WRONG: Furious was only renewed for one more season. I accidentally wrote “two more seasons” in my latest “Renewals, Cancellations, Un-Orders and Removals Update”. RIGHT: House of David is ending with its third season. In July, Prime Video renewed House of David for a third season, as I just wrote in my latest “Renewals and Cancellations” report. Well, now it’s ending after that third season. Why? As I’ve been writing, its viewership wasn’t great. I got feedback that this show didn’t cost very much, but it cost enough that its limited viewership didn’t save it. WRONG: Adults was a Hulu original! So I missed Adults when it first came out last year; I saw that it aired on FX and just assumed that it was a linear-first program. Turns out, it aired three episodes on FX, but binge-released the rest of its episodes the next day on Hulu. Huh. So I should have covered it last year! But I just wrote about it. 1 “When I was a kid in the 90s, if you wore a t-shirt to school that wasn’t too big and also wasn’t too small, but somehow didn’t quite fit, we’d say you were wearing an “extra-medium” shirt.” 2 As always, a huge exception is Disney, which barely makes anything original anymore.
International robot/human fight promoter ordered to cease in California
A company that stages human-versus-robot fights is still advertising a San Francisco event this week despite receiving a cease-and-desist order from California regulators over a recent match between a humanoid robot and a social media influencer.
General Dynamics names next CEO, as Novakovic becomes exec chairman
Phebe Novakovic, General Dynamics' longtime CEO, will transition to executive chairman on Jan. 1, 2027, as President Danny Deep becomes the Fortune 500 aerospace and defense contractor's next leader, the Reston-based company announced Wednesday.
‘Revive the business’: Candlelight Curated awarded $1 million state grant
12 weeks into production at Candlelight Curated in Lockport, the state has awarded the company $1 million in grant money as it aims to rebuild from the now-closed Candlelight Cabinetry.
Mayor Woodfin responds after wife's business subpoenaed in Birmingham data center lawsuit
Birmingham Mayor Randall Woodfin is pushing back after his wife and her real-estate company were named in a discovery dispute tied to a lawsuit over a proposed
Animal health company awarded 2026 Governor’s Bioscience Award
A global animal health company was named the 2026 recipient of the Governor’s Bioscience Award, which recognizes individuals or companies that make significant contributions to Nebraska’s bioscience industry.
Star Wars Zero Company Studio Tries To Bring Back As Many Furloughed Devs 'As Possible' Following 'Unexpected Business Developments Outside Of Our Control'
Bit Reactor says it will have more to share on the XCOM-like strategy game's future 'soon'
Developer leaves family RE firm to launch AI venture
Michael T. Puntillo leaves PX4 Development to start DPI Enterprise, an AI company focused on real estate operational systems.
Some furloughed Star Wars Zero Company developers are returning to work, studio says
Bit Reactor, the Maryland based company, behind this summer’s well-received tactical combat game Star Wars Zero Company says that “more” of its team is returning to work after being furloughed ahead of the game’s release. This is the studio’s first statement on the matter since Game File’s August report that “most” of the development team had been furloughed—technically kept as employees, but without pay or benefits—a few weeks prior to launch. Some of those furloughs ended this week. “This week, we started the process of returning more of our team back to work at Bit Reactor, an important step forward in our continued support for Zero Company, “ Bit Reactor CEO Greg Foertsch said in a statement. He continued: “Having to ask team members to step away after we navigated unexpected business developments outside of our control and so close to launch was an incredibly difficult decision, but one that was necessary to help us eventually bring as many people back as possible. “This team means a tremendous amount to me, and I am incredibly proud of what we have accomplished together. Thank you to our fans for the incredible response to the game and for supporting us along this journey. We look forward to sharing more updates regarding Bit Reactor and Zero Company soon.” Game File reported in August that Bit Reactor had retained a small team to work on updates for Zero Company. One person familiar with the situation told Game File that the returns announced today bring the studio’s pay-rolled headcount to more than half of what it had been ahead of the furloughs. That means a considerable number of people have been brought back, but that a fair number also remain without pay. While companies in the U.S. are often legally required to publicly disclose how many people they’ve laid off, furloughs can often be kept private, for a time. The United States Department of Labor requires companies to publicly report mass furloughs if they meet specific criteria, including any expectation that they will last more than six months. For those game makers who remain furloughed by Bit Reactor, it’s now been about two months. For more about Bit Reactor, the furloughs, the studio’s back-story and the ongoing lawsuit that brought this to light, read my August report. [ ‘Most’ of Star Wars Zero Company studio Bit Reactor was furloughed ahead of launch ](https://www.gamefile.news/p/star-wars-zero-company-bit-reactor-furloughs-lawsuit) Stephen Totilo · Sep 1 Last week was meant to be a moment of triumph for Bit Reactor, the Maryland-based game studio founded in 2021 with ambitions to create a great new tactical combat game. [ Read full story ](https://www.gamefile.news/p/star-wars-zero-company-bit-reactor-furloughs-lawsuit)
Earth Science Tech (ETST) Building on Synergies Between Healthcare Related Subsidiaries to Generate Dependable and Growing Revenue
Austin, Texas, October 7th, 2026, FinanceWireEarth Science Tech (OTCQB: ETST), a strategic holding company that brings together innovative businesses across the healthcare, pharmacy, technology and telemedicine, real estate, and consumer products spaces, operates Avenvi LLC, a real estate and asset…
Flutter Entertainment (FLUT), Why Is It Back In The Spotlight?
Executive Change Puts Flutter’s Governance In Focus Flutter Entertainment (NYSE:FLUT) has announced a senior legal transition, with Chief Legal Officer Don Liu resigning on September 30, 2026, and Group Company Secretary Edward Traynor stepping in as interim CLO from October 1. Flutter Entertainment’s share price has shown only a modest 0.7% move over the past day and a 2.4% gain over the week, yet the 30 day share price return is down 23.8% and the year to date share price return has fallen...
CurTec Expands Operations in Oconee County
CurTec USA (CurTec), a high-performance packaging manufacturer, today announced it is expanding its operations in Oconee County. The company’s $10 million investment will create 10 jobs. Founded in 1991, CurTec produces plastic drums, pails and...
Accel Entertainment, Inc. to Report Third Quarter 2026 Results, Host Conference Call and Webcast on November 3
CHICAGO, Oct. 07, 2026 (GLOBE NEWSWIRE) -- Accel Entertainment, Inc. (NYSE: ACEL) (“Accel” or “the Company”), a leading locals-focused gaming op...
Bryan Seaver accused of evading service amid Dolly Parton estate lawsuit
After acquiring a restraining order against Dolly Parton's nephew Bryan Seaver, her company is leveling allegations that he implemented evasive measures to avoid being served legal documents in the
Global Science Market Entering High-Growth Phase According To Latest Research By The Business Research
The Business Research Company's Science Market Report 2026 – Market Size, Trends, And Global Forecast 2026-2035
Getinge Life Science president is leaving
Swedish medtech company Getinge announced today that the president of its Life Science business is resigning to pursue an external opportunity.
Accel Entertainment Announces Third Quarter 2026 Earnings Conference Call and Webcast
Accel Entertainment will announce third-quarter financial results on November 3, 2026, followed by a conference call and webcast.Quiver AI SummaryAccel Entertainment, Inc. announced that it will release its financial and operating results for the third quarter ending September 30, 2026, on November 3, 2026, after market close. The Company will hold a conference call and webcast at 4:30 PM ET to discuss the results, featuring CEO Mark Phelan and o
Accel Entertainment, Inc. to Report Third Quarter 2026 Results, Host Conference Call and Webcast on November 3
CHICAGO, Oct. 07, 2026 (GLOBE NEWSWIRE) -- Accel Entertainment, Inc. (NYSE: ACEL) (“Accel” or “the Company”), a leading locals-focused gaming operator...
Vector Science and Therapeutics Corp. Announces Collaboration with SAFE Investment in Gary Payton's Scoreboard
/PRNewswire/ -- Vector Science and Therapeutics Corp. (TSXV: PAIN) ("Vector" or the "Company") today announced that it has entered into a strategic...
AMO Pharma in Collaboration with Population Health Research Institute (PHRI) and Venca Research Inc. Announces FDA Advice on Potential Phase 3 Development Path for AMO-02 in Treatment of Arrhythmogenic Cardiomyopathy (ACM)
/PRNewswire/ -- AMO Pharma Limited ("AMO Pharma"), a privately held clinical-stage specialty biopharmaceutical company focusing on rare genetic disorders with...
Life sciences firm Danaher to launch AI-powered autonomous research lab in 2027
Oct 7 (Reuters) - Life sciences company Danaher said on Wednesday it plans to launch its first AI-powered autonomous research lab early next year to make drug discovery and development faster and more efficient.
Life sciences firm Danaher to launch AI-powered autonomous research lab in 2027
Life sciences company Danaher said on Wednesday it plans to launch its first AI-powered autonomous research lab early next year to make drug discovery and development faster and more efficient.
Service 1st marks 100 years in business, extends beyond mortgage lending
- Company traces its roots to 1926 and continues to grow with new products and expansion into more vertical markets -
Robotics Company Advanced Navigation Expands Navigation Technology Manufacturing To Huntsville
It also applies to navigation.
Heatstroke ruined his health. Years before, it took the life of another farm worker at the same company
A farm labor contractor exposed laborers on H-2A agricultural visas to heat-related health hazards, but the contractor is still bringing hundreds of migrant farm workers to North Carolina
Ankeny council approves agreement for Accumold expansion; groundbreaking today
The Ankeny City Council has approved the development agreement with Accumold for the company’s expansion of its facility in Ankeny. Accumold, which makes small plastic parts for the medical, microelectronics, and optics industries, plans to build a 50,000-square-foot addition to its campus at 1711 SE Oralabor Road. Company officials have said the expansion, the second…
'Home of the Future' at LACMA explores dark side of American dream
Across six decades, designers and corporations sold the home as a route to health, freedom and security. The exhibition raises the harder question of who paid for that dream.
Nvidia RTX Spark for $2,999.99: HP leak reveals RTX Spark laptop pricing ahead of launch
HP is gearing up to launch its new OmniBook Ultra 16 and OmniBook X 14 laptops with Nvidia's new RTX Spark super chip. Ahead of launch, the two models have briefly appeared on the company's US store, revealing a higher starting price than anticipated.
Former CT resident admits to health care fraud. She caused almost $1.3M in losses to Medicaid
She allegedly participated in a scheme to defraud health care benefit programs by submitting fraudulent claims from the company she owned and operated.
I started a walking tour company by finding a niche
Paul Whitten created Nashville Adventures, a history and walking tour company in Nashville, on nights and weekends. It's now his full-time job.
Micron's Taoyuan union in Taiwan secures authorisation to strike
A Taiwanese union representing workers at Micron Technology said on Wednesday it had secured authorisation from its members to strike work over a dispute concerning the company's bonus scheme, escalating a labour conflict at the chipmaker's largest manufacturing hub.
Congress Asset Management Co. Acquires New Holdings in Madison Square Garden Entertainment Corp. $MSGE
Congress Asset Management Co. bought a new stake in Madison Square Garden Entertainment Corp. (NYSE:MSGE - Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 303,087 shares of the company's
Nomura Asset counting on Japanese market enthusiasm to expand global business
By Anton Bridge and Miho Uranaka TOKYO, Oct 7 (Reuters) - The asset management arm of Nomura Holdings is capitalising on rising investor interest in Japanese assets to attract new customers and build out its global operations, its chief executive said...
Valerio Therapeutics Provides an Update on Its Business and Presents Its Financial Results for the First Half of 2026
VILLEJUIF, France, October 07, 2026--Regulatory News: Valerio Therapeutics (FR0010095596 - ALVIO), a pioneering biotechnology company in the field of next-generation precision therapies ("Valerio", or the "Company"), provides an update on its operations and presents its financial results for the half-year ended 30 June 2026.
Teladoc unveils remote monitoring, ambient AI features
The company’s virtual care platform has integrated artificial intelligence scribing and camera-based vitals monitoring as it works to recover from significant financial setbacks.
Market Logic's DeepSights MCP scales market insights reach and business impact through enterprise-wide AI workflows
/PRNewswire/ -- Market Logic Software, the company behind DeepSights. the leading AI market intelligence platform, today announced the general availability of...
SLR Business Credit Provides $10MM Senior Secured Asset-Based Credit Facility to Markstein Sales Company
SLR Business Credit (SLRBC) closed a $10 million senior secured asset-based credit facility to Markstein Sales. The facility is secured by the company’s
Republic Business Credit Provides $2MM Factoring Facility to Diesel Delivery Company
Republic Business Credit (RBC) formed a partnership with a diesel fuel supply and delivery enterprise, providing a $2 million factoring facility to accelerate
Skydance now runs two of Hollywood’s legacy film studios. A look at the new company, by the numbers
David Ellison’s Paramount Skydance has completed its $81 billion acquisition of Warner Bros. Discovery, bringing two of Hollywood’s most storied legacy film studios under one mammoth media and entertainment conglomerate named Skydance. Now, Skydance must decide how to make the most out of a trove of entertainment assets, including the HBO Max and Paramount+ video streaming services, a film library that includes “Star Trek,” “Barbie,” “Top Gun,” “Harry Potter,” and “Superman,” and two major news organizations, CNN and CBS News. Here’s a look at the new company, by the numbers.
Watch Robinhood's Kerbrat on Business Strategy, Crypto
Johann Kerbrat, Senior Vice President and General Manager of Crypto and International at Robinhood, discusses the company's expansion plans and investment opportunities in the cryptocurrency market. He speaks with Haslinda Amin on the sidelines of the Token2049 conference in Singapore.
DFL lawmakers voice concerns over healthcare mergers as new consolidations loom
A group of Minnesota lawmakers voiced concerns at the State Capitol on Tuesday that several recent healthcare company mergers could negatively impact Minnesota’s healthcare landscape.
Delaware or Texas? Business Court Dismisses Coinbase Shareholder Suit
The decision turned on a key difference between the two states. Because the company reincorporated in Texas, shareholders must follow Texas’ stricter requirement to demand board action and wait 90 days before filing a derivative suit, even when the alleged misconduct occurred while Coinbase was incorporated in Delaware.
Allegiance Health to sell four Louisiana hospitals, including Minden Medical Center
Allegiance Health Management announced Oct. 5 it plans to sell four Louisiana hospitals in a move the company says will help the facilities remain sustainable long-term.
Los Angeles Mayor Karen Bass, Public Officials, Business and Community Leaders Join SoCalGas to Celebrate New Downtown Headquarters
/PRNewswire/ -- Los Angeles Mayor Karen Bass today joined Southern California Gas Company (SoCalGas), a subsidiary of Sempra (NYSE: SRE), public officials and...
PENN Entertainment (PENN) Stock Trades Up, Here Is Why
Shares of casino, sports betting and entertainment operator PENN Entertainment (NASDAQ:PENN) jumped 5.3% in the pre-market session after Deutsche Bank upgraded the company to Buy from Hold and raised its price target to $25 from $23.
Lodging Dynamics names new SVP of business development
Hotel management company Lodging Dynamics has appointed Danny Dolce senior vice president of business development. | Danny Dolce will lead the expansion of Lodging Dynamics’ third-party management portfolio, focusing on luxury, premium-branded and full-service hotels in destination-driven markets.
Swarm Aero unveils full-scale drone mock-up
Oxnard, Calif.-based drone company Swarm Aero recently released a full-scale mock-up of a drone it might produce in Fayetteville. A company spokeswoman said the mock-up of Swarm Aero’s Gamera drone...
Swarm Aero unveils full-scale drone mock-up
Oxnard, Calif.-based drone company Swarm Aero recently released a full-scale mock-up of a drone it might produce in Fayetteville. A company spokeswoman said the mock-up of Swarm Aero’s Gamera drone...
What a way to reject a lawsuit
The company managing Dolly Parton’s estate alleges the late singer’s nephew, Bryan Seaver, used barbed wire and yellow caution tape to help keep a process server at bay, according to Rolling Stone.
HubSpot cuts nearly 660 jobs as AI reshapes its business
The marketing software company is eliminating 7% of its workforce and creating a flatter organization as it shifts its strategy toward delivering customer outcomes with AI.
Paramount-Warner Bros. Discovery merger closes, creates combined company Skydance
David Ellison, CEO of Paramount Skydance, speaks during CinemaCon 2026 on April 16, 2026, in Las Vegas, Nevada. (David Becker/Getty Images for CinemaCon)
Patagonia’s CEO is worried about political apathy—so the company offered 112,000 people $100 to help 3 friends plan to vote
The $11.2 million incentive disappeared in four days. Researchers say a friend’s nudge could help turn environmental concern into votes.
McDonald’s faces antitrust suit over AI-driven pricing
The lawsuit alleges the company violated antitrust law by working with independent franchisees to fix prices using algorithms.
Moody’s changes Nationwide’s P&C business outlook to “positive”
Moody’s Ratings announced today that it has changed its outlook for Nationwide’s P&C business to “positive” from “stable.” The global ratings agency also affirmed its A1 rating for Nationwide’s financial services (NFS) business, and A2 rating for Nationwide Mutual Insurance Company and Nationwide’s P&C affiliates. “Moody’s p...
Massive Entertainment Merger Creates Question About NASCAR TV Coverage
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PENN Entertainment (PENN) Stock Trades Up, Here Is Why
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Banijay Entertainment Introduces New US Gameshow Scrambled Up to Market
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North Jersey frozen foods company to close plant, lay off 168
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Six Flags Entertainment Corporation (NYSE:FUN) Stock Has Average Target Price of $21.50
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Champion Homes grows via another acquisition
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College of Ag Sciences clubs get philanthropy boost from visiting ag company
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Jameson Electric Builds a Family Business Rooted in Prescott Community
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Fox Creator Studios Hires Senior Executives
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Why I Don’t Think Ride Or Die Should Have Been Cancelled (And What Company Should Save It...)
(Welcome to my weekly streaming ratings report, the single best guide to what’s popular in streaming TV and what isn’t. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. If you were forwarded this email, please subscribe to get these insights each week.) So…I recently came across a Reddit thread, talking about films on streaming, wondering why there are no reliable sources out there for streaming ratings data. Sigh. Honestly, as annoyed as I am that so many still don’t realize that we have streaming ratings, I somewhat get it. Until now, there was such a long delay between when a show or film came to streaming and when we got its viewership data; I understand why people were confused. (But, as you know, this just changed.) Also, even back in the day, how many people knew how well films did on television? Luckily, as a reader, you’re in the know. Okay, on to this week’s issue. I want to take a look at Prime Video cancelling Ride or Die and whether I agree with that decision. Overall, we didn’t have any breakout hits (no TV shows landed over 20 million hours according to Nielsen) but we have a lot of steady performers on the streaming charts. Plus, we’ll look at where $50 million in missing box office dollars went. (Spoiler: straight-to-streaming.) All that, plus new episodes of The Secret Lives of Mormon Wives, Supergirl heads to streaming, a new YA show does well on Netflix, the viewership for the Daily Wire’s $50 million fantasy show, what TV show hit-maker can’t make streaming hits, CD sales, all the flops, bombs and misses, and a whole lot more. Let’s dive right in! (Reminder: The streaming ratings report focuses on the U.S. market and compiles data from Nielsen’s weekly top ten viewership ranks, Luminate’s Top Ten Data, JustWatch and Reelgood interest data, Samba TV household viewership, company datecdotes, Netflix hours viewed data, Google Trends, and IMDb to determine the most popular content. While most data points are current, Nielsen’s data covers the weeks of September 7th to September 13th, 2026. You can find a link to my terminology here.) Subscribe Television - Ride or Die Is a Hit…But It Got Cancelled? What The Data “Says” I hate the phrase “here’s what the data says”, even though sometimes I find myself using it. If data just told us everything, we data folks would be out of a job! Data is often messy, complicated and nuanced. When it comes to strategy, many of the best decisions can’t actually use “data”, since it’s vastly too complicated to model. Anyways, I’ve been singing the praises of Prime Video’s Ride Or Die this summer, a show that did very well for them. And yet…it got cancelled. Now, usually when a show gets cancelled, a bunch of websites say “a hit show got cancelled”... Here’s the thing, though: in this case, they’re right! The data “says” that this show was a hit. Specifically, out of 522 first seasons to make a week on the Nielsen charts since 2020, it’s the 75th biggest. On Amazon, Ride or Die is eighth out of 41 first seasons: That’s top 15th percentile all time, almost exactly, which is my definition of a “hit”! I mean, outside of Reacher, Amazon needed a hit this summer! (Admittedly, Off Campus did well for Amazon in the spring, but Ride or Die performed even better.) So what happened? Why did Amazon cancel one of their rare 2026 bright spots? Well, Deadline reported a reason—which I’ll get to—but I’d break it down into three relevant questions: What is a given streamer’s reasoning? Is that reasoning sound? Could the stated reason not be the real reason? According to Deadline, Amazon felt the show “over-indexed” in middle-aged women. (This was based on leaks from within Amazon.) The logic is this: Amazon already reaches this demographic because of unlimited two-day shipping bundled with Prime, so they don’t really need more shows like this. Now, it’s my job to ask if that’s a good reason, and I’ll be honest, in this case, I don’t think it is. Sure, this show may “over-index” in middle-aged women—I’ll just assume that’s the case here—but I think folks often oversell how important over-indexing actually is. When a show is a “hit”, it isn’t a bit bigger than its rivals; it’s usually multiples bigger. For example, Elle only made the charts for two weeks at 8.3 million hours each. So Ride or Die was 80% bigger in its first two weeks, and likely had a much stronger hold, with its terrific 13 million hours in week three. Ride or Die was nearly three times bigger than Sterling Point through three weeks too. And that means that _Elle, Sterling Point a_nd other Amazon YA shows need to not just over-index a little with younger women (assuming that’s who Amazon prefers over middle-aged women), but massively over-index. Otherwise, more people in that demo (and a bunch more besides) likely watched Ride or Die. (I’ll try to explore this concept more in a future article.) And don’t get me started on how Ride or Die did compared to a certain (very, very popular, possibly the world’s most popular) YouTuber’s reality show…which didn’t make the charts after its first week and likely cost much, much more than Ride or Die. All to say, Amazon-MGM Studios/Prime Video can tell reporters that this show didn’t reach the right audience, but that excuse feels weak to me. So this leads to the third question: could other reasons have come into play? Yes! Renewal or cancellation decisions rarely (I’m tempted to say “never”) boil down to one variable. At its simplest, it’s two things: budget versus viewership. But often factors like critical acclaim, ownership and, yes, personal opinion come into play. In this case, Amazon has a new executive running things, and this show isn’t owned by Amazon-MGM Studios (unlike Elle). And yes, it may not have indexed with the right target viewers, too. Likely all of those factors came into play.1 My guess is ownership ended up mattering most. Amazon doesn’t own Ride or Die. It’s actually produced by another major studio. Fortunately/allegedly, this show is being shopped around. I can think of one brand new CEO who should consider it for one of his two major streamers…especially if he wants to rebuild goodwill in Hollywood. His name is on this list of exec producers of Ride or Die… If David Ellison needs some goodwill—and he does—rescue this female-led show tomorrow and grab some good headlines for a day. The data justifies it. Quick Notes on TV We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… How The Secret Lives of Mormon Wives latest season did on Hulu, post-controversy... Whether Supergirl soared on HBO Max... Why the box office is losing money due to the streamers... The viewership for the Daily Wire’s $50 million fantasy show... Updates on The Gentlemen, Lanterns, Outer Banks, King of the Hill and more... What former hit-maker has three streaming flops in a row... Whether The Mandalorian and Grogu popped in week two... All the flops, bombs and misses... And a whole lot more... ...please subscribe! We can only keep doing this great work with your support. If you want an idea of just how much content you’d get in a full issue, check out this older issue. Coming Soon! Oh man, we’re almost caught up! We just have two more issues, then the streaming Ratings Report will be coming out just two weeks after a TV show premieres! Next issue, I’ll be looking at the first two weeks of the NFL Thursday night games on streaming, a huge new spinoff, Reacher’s Neagly on Prime Video, and the latest edition of Monster: The Lizzie Borden Story on Netflix, the return of Slow Horses on Apple and MobLand (quietly one of their biggest shows) on Paramount+, and Dancing with the Stars on both ABC and Disney+. Plus I’ll take a look at animation for adults in 2026. The week after, a ton of movies are coming to streaming: Toy Story 5 on Disney+, Backrooms on HBO Max, Jackass: Best and Last on Paramount+ and The Breadwinner on Netflix, plus a Unabomber film on Netflix and a romcom on Prime Video. Woody Harrelson and Matthew McConaughey have a show on Apple, along with a game show inspired by Willy Wonka that everyone seems to hate. Long term, some crazy (but hopefully crazy like a fox) IP news. FX ordered a new Sons of Anarchy show from Charlie Hunnam, but it’s not about the biker gang. No, it features the show’s cast playing themselves in a new “meta-thriller”. Huh. And a lot of the cast is coming back. Next, Ryan Gosling is producing a Flintstones movie about a “grown-up Bamm-Bamm Rubble”. Also, huh. This one is in “early development” so we’ll see what happens. Both projects are based on IP, but also seem to have crazy takes on the IP, which I like.
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How a controversial camera system is monitoring mental health patients
The Lampard Inquiry started back in September 2024 and I remember going to the first hearing in Chelmsford. Subscribe The bereaved families made placards of their loved ones, they stood outside in silence and then laid flowers to mark the moment. Now, two years on, in a process meant to last another two years, there’s been a development. Last week, we were told the chair, Baroness Lampard, pictured below, could be looking at making interim recommendations. Throughout the process, she has remarked that although this inquiry is looking at almost 2,000 people who were under the care of Essex mental health services from 2000-2023 when they died, the findings could have national implications for other trusts. ‘Records 24 hours a day in patient’s bedroom’ So why has this happened? One system that the inquiry is going to take a closer look at is a controversial monitoring system called Oxevision. It monitors some vital signs of patients remotely by using a camera placed in a room. It’s used by 40% of NHS mental health trusts. But campaigners, particularly the group Stop Oxevision, have asked for this technology to be removed from mental health wards as soon as possible. I spoke to a member, Hat Porter, today and they described to me what they thought this technology did and explained their concerns: “It records 24 hours a day and it’s located in a patient’s bedroom, which is obviously somewhere you’d usually expect to be a private place. “Our concerns are that the use of the technology has been has been kind of implemented as a substitute for proper in-person support, that it’s kind of over relied on and that there’s a lot of misunderstandings and that the presence of a camera, which has often been used without people’s consent, sometimes without even their knowledge, that that has a really big impact on privacy, dignity and human rights.” ‘Not sufficient’ I put it to them that the company behind Oxevision would dispute their claims about consent and in videos I’ve seen online from NHS trusts, they make it clear that the technology is complementary to trained staff and not a replacement. [ ](https://channel4news.substack.com/p/the-nottingham-inquiry-what-lessons) [ How the Nottingham inquiry shines a spotlight on other key mental health care failings ](https://channel4news.substack.com/p/the-nottingham-inquiry-what-lessons) Victoria Macdonald · Feb 12 [ Read full story ](https://channel4news.substack.com/p/the-nottingham-inquiry-what-lessons) A team of lawyers has been working on the inquiry and with bereaved family members who have concerns about this technology. I spoke to solicitor Priya Singh, from Hodge Jones & Allen, who made the point that questions usually asked by nurses would be missing from using devices like this. “It’s not sufficient to say, oh, the patient is moving around. Somebody must go in and say, are you okay? Are you distressed? Do you want help? Is there anything I can do? Share Channel 4 News “How are you spending your time? So I think a lot of our families cannot see the function of it when ultimately the patient should only really be observed when they’ve been prescribed to be observed, they can be observed more, but that more should really be happening face to face.” The Chair will hear evidence over the next two weeks and then a decision made after that, which could have national impact if she does decide this technology should be investigated or even removed. The Department of Health and Social Care said: “The Government is committed to ensuring that lessons are learned from the Lampard Inquiry to improve patient safety. “We are confident that the Inquiry will play an important role in identifying wider learnings for the health system following the tragic events in Essex and will contribute to improvements in patient safety.” We approached LIO Health, which runs Oxevision, for comment. Subscribe Share Channel 4 News Leave a comment
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Why Sphere Entertainment (SPHR) Stock Is Trading Lower Today
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