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On your discussion of the value of a given streaming film, I think you made a logical leap - or perhaps your sources made that leap themselves: "Subscribers who watched the film in the first 48 hours in the U.S. were about 7 percent more likely to be a Netflix subscriber 12 months later compared to subscribers who watched the film outside of that 48-hour window or didn't watch it at all." But how many of those retained subscribers stick around because they liked that specific film and want more of the same, vs. people likely to watch new releases generically?

The latter seems more likely to me - call them FOMO viewers, who are unlikely to churn because they want to see the latest new releases. That has little to do with the quality or specific appeal of that film - it's just about the "newness" of the release. I'm sure that Netflix has the data on which types of films have incremental effect on subscriber adds and longevity, but that example doesn't seem to really speak to that issue.

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I enjoyed reading today’s informative piece on streaming vs theatrical. I did find it quite odd that you didn’t mention one/any specific film (by name, revenue or opening platform strategy) anywhere in the piece. Imo, examples support author arguments and provide the reader with real life metrics. I look forward to buying the book - with lots of examples and supporting data.

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