The Bundle

Global fan as hallucination

The global fan is one of those stories I’m beginning to lose faith in, like the conversion funnel and the pursuit of happiness.

The global fan exists because Netflix, Amazon and Apple want it to exist. And for as along as they want it to exist, the rights holders will play along.

At Sportel last year, Marissa Banu-Lawrence of Fox Sports put it well (on a very good APAC panel hosted by Imran Yusuf of SportBusiness): Australia is hyper localised. Even within Oz you have to go state by state. Australian sports fans are nuts for NRL,

The Taylor Swift Data Fallacy - the ceiling not the floor

Source: The YouTube Arguments

Why has Mr. Beast’s Beast Games underperformed on Amazon despite $100 million budget, why did The Sidemen drop from 73 million YouTube views to 2.4 million on Netflix, why did Pop the Balloon see similar declines?

The mistake: assuming top-tier creator success represents the average outcome when creators migrate platforms. It’s the ceiling, not the floor. Most creators moving to streaming miss the charts entirely. The best performers are acquisitions like The Amazing Digital Circus—where Netflix paid bargain prices after creators shouldered all risk.

What happened to 'broadcast quality'?

Traditional notions of

The FA Player - early or wrong?

What the end of The FA Player means and what it probably doesn’t mean

The FA Player cost about £2million.

It was the governing body’s owned and operated play, built by StreamAMG.

The death knell for the service was the last WSL rights deal, which went big on YouTube over OTT.

The FA will be criticised, because that’s what The FA is there for. Like the BBC, NHS and the Church of England, they are the biggest institutions in the country, so attract haters like a magnet.

For late arrivals to this substack, I’ve laid out

Global fan as hallucination

The Taylor Swift Data Fallacy - the ceiling not the floor

What happened to 'broadcast quality'?

The FA Player - early or wrong?

What the end of The FA Player means and what it probably doesn’t mean

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What happened to 'broadcast quality'?

What the end of The FA Player means and what it probably doesn’t mean

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