By Hernan Lopez.
Special note: This is a public version of the Streamonomics® newsletter. I send an exclusive version to clients one day in advance, which includes more in-depth analysis, access to Owl & Co proprietary research, and opinions not included in the public version. If you work for an Owl & Co client (or would like to become one), just reply.
Companies mentioned:Alphabet, Amazon, Apple, Comcast, Disney, Meta, Netflix, NFL, Paramount Skydance, TF1, WWE
Questions answered: None. Only questions.
Dear Peter, Your inbox must be flooded with messages of congratulations, unsolicited advice, and a pile of pitches. How can this letter possibly standout? Simple: I’d like to offer a few questions behind the questions you may want to ask, though I imagine most are already on your list. You’re coming into the role with Hollywood rooting for you. Everyone has an opinion. You used to send us a “5.15” every Friday, so I thought of honoring that tradition. Five questions would not be enough, fifteen too many. Let’s go with ten...