Short Form Drama apps can turn time spent into revenue at 6–7x the rate of Netflix in the US. So why aren’t there more of them? Born in China—where they’re called duǎn jù (“short dramas”)—the format combines two user trends popularized by TikTok’s (users' preference for

Your team is your first customer. When employees feel seen, heard, and empowered, they deliver the kind of service and innovation that customers remember. Actionable Insights: • Host regular feedback sessions with your team — and actually implement what they share. •

THE LONG VIEW ON SHORT FORM Short Drama apps are on track to make $3B this year globally, excluding China — nearly triple last year, based on Owl & Co's exclusive mapping of the entire marketplace. That’s small next to Netflix or YouTube, but it marks something we’ve never had

Streamonomics® is now a registered trademark. When I launched it barely a year ago, people asked if it was just another newsletter about the streaming wars (which 'were already over'). But the streaming wars were never the right metaphor. Wars have an ending. Competition is

Today, nine new fellows are graduating from the Lopez Fellowship, joining 28 alumni who've already accelerated their careers and strengthened their impact at work. Five years ago, I started this Fellowship because I noticed something: while I'd been fortunate to have mentors

How streaming let the day slip away. Last month, I talked about how streaming has a bias towards serialized television. This week's Streamonomics® reveals an even bigger blind spot: streaming's obsession with prime time. My team and I analyzed data from multiple countries. What

Great article by Leslie Goldberg at The Ankler about what Peter Friedlander needs to do at Amazon. (Including a well-deserved shout-out to my former colleague Sharon Tal Yguado) theankler.com/p/amazon-tvs-b…

That was fast! Credit to OpenAI’s Sora for reversing their position on copyrights quickly, giving copyright holders an opt-in

$12B in 1H25 streaming profits—but can Q3 keep the momentum going? The streaming seven found different ways of turning Time Spent into Streaming Enterprise Value in the first half. Q3 earnings kick off next week with Netflix, and the question isn't just who grew, but how quickly

Just wrapped Bloomberg Screentime, and Lucas Shaw has built something special. This isn't just another conference; it's where media executives accidentally reveal their real strategies, if you're listening closely for what's said, not said, and body language. Lucas interviews

This summer, I became an investor and advisor to Antenna, a great company whose founders, Jonathan Carson and Rameez Tase I was introduced to by VCs who also backed Wondery. Antenna helps the leading subscription businesses in multiple verticals (SVOD, vMVPD, audio, sports,

During Netflix's earnings call last week, two tensions emerged about the rumored Warner Bros. deal. On Wednesday, I wondered if Ted Sarandos wanted WB but Greg Peters didn't; a hunch Lucas Shaw pretty much confirmed yesterday. And Rich Greenfield asked: why would Netflix buy WB

@useintro Hernan Lopez Wondery Really, it's the reason I'm never going to retire. Working with founders from the earliest days is just so damn inspiring. They're the best.

Q: Who wants to spend their Saturday getting smarter about AI/ML Data Science, Data Engineering, Business Analytics and Data Career Development? A: At least 703 people as of Friday morning and counting. Including yours truly, who will be part of a panel about AI and the

Q3 earnings are in, and the "Streaming Seven" made $7.4B in collective profits, up 48% year-over-year. But here's where it gets interesting. While Netflix still led the pack with $3.2B, that was "only" 44% of combined profits in the space (vs 95% two years ago). A big story: