Lucas Shaw Profile Banner
Lucas Shaw Profile
Lucas Shaw

@Lucas_Shaw

33,597
Followers
2,330
Following
464
Media
6,204
Statuses

@business , but views my own. Write a newsletter: Host a conference: Tips: lshaw31 @bloomberg .net/Signal

Joined June 2011
Don't wanna be here? Send us removal request.
@Lucas_Shaw
Lucas Shaw
2 years
Hollywood financier/producer MRC says it won't proceed with a Kanye West documentary.
Tweet media one
312
3K
18K
@Lucas_Shaw
Lucas Shaw
3 years
Netflix saw the Selena Gomez HBO show and said “I want one!”
@Variety
Variety
3 years
. @ParisHilton is cooking up a new project: her own series at Netflix, #CookingWithParis . The amateur cooking show will feature the heiress and business mogul learning her way around the kitchen with the help of her famous friends.
Tweet media one
54
32
261
13
538
3K
@Lucas_Shaw
Lucas Shaw
2 years
Breaking: Netflix is suspending its service in Russia. Story TK.
35
218
2K
@Lucas_Shaw
Lucas Shaw
3 years
I have obtained internal documents disclosing the cost and financial performance of several Netflix shows. The Dave Chappelle special cost $24.1M. "Sticks & Stones" cost $23.6M. Both of those specials cost more than an entire season of Squid Game.
91
334
2K
@Lucas_Shaw
Lucas Shaw
2 years
Adam McKay tells @joehagansays the real reason his partnership with Will Ferrell ended. Rare to see a Hollywood big shot be so candid about this sort of thing.
Tweet media one
Tweet media two
35
185
1K
@Lucas_Shaw
Lucas Shaw
3 years
Universal Music Group’s 10:22PM is turning 4 @BoredApeYC NFTs into a music group. It will perform in the Metaverse (and maybe real life).
171
335
1K
@Lucas_Shaw
Lucas Shaw
3 years
This Dave Chappelle special has caused the greatest worker uproar inside Netflix I can remember. Here is a story about the tension between the streaming giant and its workers.
322
358
1K
@Lucas_Shaw
Lucas Shaw
3 years
Netflix employees basically never speak out of turn or share internal documents. That they chose to in this case speaks to the frustration felt by many of them.
100
201
1K
@Lucas_Shaw
Lucas Shaw
2 years
New: Movie critics and fans have disagreed about blockbusters more this year than any time this century. I went through the top 10 movies from every year for the past 22 years, and this is what I found.
Tweet media one
110
253
1K
@Lucas_Shaw
Lucas Shaw
3 years
The special generated about $19M in value. It is less efficient (0.8x) than Bo Burnham. Both figures would suggest it lost money. But that is not how Netflix calculates. (Netflix says Chappelle's specials are its most watched specials.)
44
132
1K
@Lucas_Shaw
Lucas Shaw
3 years
Members of Netflix's black and trans employee groups met with Netflix leadership after Chappelle's previous special (Sticks & Stones) to discuss the transphobic remarks. They agreed they would be more careful in the future. So this special has employees *Very upset*
115
240
1K
@Lucas_Shaw
Lucas Shaw
3 years
Riot Games, the publisher of video games League of Legends and Valorant, has hired former Netflix executive Brian Wright to lead its entertainment studio. Worlds... colliding.
5
76
1K
@Lucas_Shaw
Lucas Shaw
3 years
It’s now been 4 days since @instagram deleted my account because I shared my own article about @OnlyFans . A very small window into what SWs (and many other creators) have to deal with on a daily basis.
34
177
1K
@Lucas_Shaw
Lucas Shaw
3 years
Netflix trans employees plan to stage a walkout next week, as first reported by @ZoeSchiffer . The company will also host activist Alok Vaid-Menon next week.
152
100
999
@Lucas_Shaw
Lucas Shaw
3 years
The two most popular shows this year on the biggest TV network in the world are in French and Korean. Sometimes I think we lose sight of how insane that would have sounded 10 years ago.
25
131
739
@Lucas_Shaw
Lucas Shaw
10 months
Profits at the biggest entertainment companies fell almost 90% over the last decade (from $23.4B to $2.6B). Revised numbers from the last newsletter (cc @DKThomp )
Tweet media one
52
152
690
@Lucas_Shaw
Lucas Shaw
3 years
Some news: Netflix employees raised several red flags with the special ahead of its release. Ted Sarandos and Bela Bajaria decided to release it as is.
71
85
648
@Lucas_Shaw
Lucas Shaw
2 years
Bad Bunny now has the second, third and sixth highest-grossing concerts in history.
Tweet media one
4
112
631
@Lucas_Shaw
Lucas Shaw
1 year
Rosalia delivers the best set of coachella. Wow
Tweet media one
8
57
631
@Lucas_Shaw
Lucas Shaw
2 years
People spend more time watching YouTube on a TV than Amazon, Disney+ and HBO max combined. And that’s just on a TV.
Tweet media one
24
131
609
@Lucas_Shaw
Lucas Shaw
3 years
New: The creators of South Park have signed a new six-year deal with @ViacomCBS that will pay them $900M, one of the biggest talent deals in Hollywood.
28
120
567
@Lucas_Shaw
Lucas Shaw
3 years
Netflix projects the first season of Squid Game will generate almost $900M in value. It cost just $21.4M to produce.
11
118
543
@Lucas_Shaw
Lucas Shaw
1 year
Pretty hard to discourage leaking when you, the owner, give outsiders unfettered access to company documents.
@ZoeSchiffer
Zoë Schiffer
1 year
NEW: Elon Musk is threatening to sue Twitter employees who leak confidential information to the press. He's asking staffers to sign a pledge indicating they've understood. Here's the email:
7K
11K
70K
12
96
545
@Lucas_Shaw
Lucas Shaw
10 months
Barbie now tracking to an opening of $160M in the US. Oppenheimer at $75M. Sound of Freedom may outdo Mission Impossible.
36
58
544
@Lucas_Shaw
Lucas Shaw
2 years
This is demonstrably false.
@brianstelter
Brian Stelter
2 years
Tucker Carlson's main message tonight: "A person who is intent on committing violence is very hard to stop under any circumstances. An act of Congress isn't going to do it. Neither will gun control."
742
58
199
28
76
535
@Lucas_Shaw
Lucas Shaw
3 years
I have a new(ish) job.
@talkingbiznews
Talking Biz News
3 years
. @Lucas_Shaw named team leader for media, telecom and entertainment coverage at @business :
Tweet media one
4
1
48
99
6
527
@Lucas_Shaw
Lucas Shaw
3 years
Netflix employees have asked leaders dozens of questions on an internal messaged board about the special. Here is what Reed Hastings said in response:
Tweet media one
28
67
481
@Lucas_Shaw
Lucas Shaw
2 years
HBO is firing about 70 people in its programming division, or 14% of staff.
7
168
447
@Lucas_Shaw
Lucas Shaw
8 days
This video is better than almost every movie or TV show I've seen this year.
@vidsthatgohard
vids that go hard
8 days
This guy explained the Drake & Kendrick Lamar beef so effectively to the point I think even I have beef with Drake…
1K
25K
235K
4
23
431
@Lucas_Shaw
Lucas Shaw
2 years
The Grammys handed out 77 awards already. Nine remain. They are: Record of the Year Song of the Year Album of the Year Best New Artist Best Pop Duo/Group Performance Best Pop Vocal Album Best R&B Album Bet Country Album Best Rap Performance
5
48
427
@Lucas_Shaw
Lucas Shaw
5 months
Netflix is releasing viewership data. In full. Globally. Hallelujah. Link TK.
17
34
392
@Lucas_Shaw
Lucas Shaw
2 months
Universal is the first studio this century to win best picture and finish first at the box office in the same year.
3
66
386
@Lucas_Shaw
Lucas Shaw
8 months
We have a deal.
Tweet media one
5
74
383
@Lucas_Shaw
Lucas Shaw
2 years
If you want to buy every major streaming service, it will now cost you about $100. H/t @NewsyNick
Tweet media one
51
115
368
@Lucas_Shaw
Lucas Shaw
6 months
I swear we need a media literacy course for billionaires/everyone.
@DavidSacks
David Sacks
6 months
Imagine if Bob Iger called the publisher of the NYT demanding a change in coverage or Disney would pull all of its advertising, how would Sulzberger respond if he had any integrity: “Go F yourself.” It’s a reasonable response to being strong-armed.
1K
1K
15K
13
30
369
@Lucas_Shaw
Lucas Shaw
2 years
Draymond Green hosted a podcast while winning a fourth NBA title. It was raw, smart and very popular. I spoke with @Money23Green about his show, and @ColinCowherd about what makes Draymond sports media’s next big star.
7
50
359
@Lucas_Shaw
Lucas Shaw
10 months
Amazon's CEO asked his Hollywood studio to provide detailed analyses of budgets for some of its most expensive projects. For this week's newsletter, I wrote about the growing scrutiny of Amazon Studios as the retail giant cracks down on costs.
15
65
351
@Lucas_Shaw
Lucas Shaw
2 years
Fans and critics agree more often than not. The average difference in their ratings is about 5 points. This year? It is 19. Here are the 10 highest-grossing movies of 2022.
Tweet media one
54
57
349
@Lucas_Shaw
Lucas Shaw
2 years
The per screen average has dipped since this movie went wide, but it's grossed $18M to-date. It's the classic A24 "hit." Not a hit by the mega standards of modern Hollywood. But very much a hit by the standards of the indie box office.
7
10
334
@Lucas_Shaw
Lucas Shaw
2 years
Netflix is suspending its service in Russia. Story TK.
15
38
333
@Lucas_Shaw
Lucas Shaw
1 year
It’s not HBO, it’s just Max.
Tweet media one
72
70
335
@Lucas_Shaw
Lucas Shaw
2 years
Netflix lost customers last quarter for the first time since 2011. It said it will lose another 2 million customers in the current quarter. Story TK.
12
69
328
@Lucas_Shaw
Lucas Shaw
1 year
The man knows how to put on a show. @Harry_Styles
Tweet media one
1
45
317
@Lucas_Shaw
Lucas Shaw
2 years
Contrary to Twitter opinion, Netflix accounts for about 75% of the most watched programs on streaming so far this year (in the US), per Nielsen.
Tweet media one
13
48
306
@Lucas_Shaw
Lucas Shaw
3 months
Taylor Swift just wins at capitalism.
4
28
293
@Lucas_Shaw
Lucas Shaw
2 years
Americans spend more time watching Pluto TV than Peacock, Apple TV+ or Paramount+. You would not guess that from media coverage.
9
56
282
@Lucas_Shaw
Lucas Shaw
10 months
Barbie is going to be the second highest-grossing movie of the year, eclipsing all superhero movies. This will be the second year in a row that there is no superhero movie in the top 2 at the global box office.
14
34
280
@Lucas_Shaw
Lucas Shaw
1 year
Rihanna is going to announce a new tour, as soon as this week. From what I’m told, she’s copying the Harry Styles/Adele model. Residencies in one or more cities, as opposed to a new stop every few days.
5
54
273
@Lucas_Shaw
Lucas Shaw
11 months
Scoop: Pat Sajak is stepping down as host of Wheel of Fortune after this next season.
19
70
259
@Lucas_Shaw
Lucas Shaw
3 years
Fun scoop: Netflix is adding video games to its streaming service in the next year. Story w/ @markgurman . (full story online shortly)
13
96
260
@Lucas_Shaw
Lucas Shaw
2 years
So what happened? I spoke with a few critics, including @ezwrites . They had a few theories. One? Critics have grown tired of Marvel movies. The two released this year have received some of the worst reviews of any MCU movie ever.
Tweet media one
36
36
248
@Lucas_Shaw
Lucas Shaw
10 months
I am excited people are going to the movies to see Barbie and Oppenheimer. But... these are the 13 highest-grossing movies of the year: Video Game Comic Book Sequel Sequel Comic Book Sequel Reboot Comic book sequel Sequel Sequel Original animation Sequel Sequel Sequel Comic book
9
39
248
@Lucas_Shaw
Lucas Shaw
2 years
Scoop: @netflix has selected a partner for its advertising service. It is @Microsoft . Story on @TheTerminal . Link TK.
12
51
242
@Lucas_Shaw
Lucas Shaw
1 year
Super Mario is now on track to gross $195M domestically. It’s now a leading contender for biggest movie of the year.
13
39
239
@Lucas_Shaw
Lucas Shaw
10 months
It's pretty crazy that SiriusXM, a company with < 100 million listeners, generates more advertising revenue than Spotify, a company with 500M+.
18
38
237
@Lucas_Shaw
Lucas Shaw
8 months
A brief🧵 on the state of the strike talks: Negotiators for the studios and writers are talking for a fourth day in a row. They have inched closer to a deal every day, but have yet to resolve a couple matters.
7
63
229
@Lucas_Shaw
Lucas Shaw
3 years
Some Saturday night news: Real Netflix viewership data. How many people have started Squid Game, how many people have finished it and how much Netflix thinks it will make from the Korean smash.
7
62
227
@Lucas_Shaw
Lucas Shaw
9 months
What Hollywood studios offered writers: > Increases in salary + residuals > More control over writers on set + # of writers in the room > Viewership figures for shows (not tied to $$) > Protections against AI > Higher pay/minimum work for mini rooms
10
65
225
@Lucas_Shaw
Lucas Shaw
8 months
The WGA and AMPTP are issuing joint statements. That is real progress.
3
32
221
@Lucas_Shaw
Lucas Shaw
10 months
Ho-ly shit.
7
18
217
@Lucas_Shaw
Lucas Shaw
5 months
Most of the reports on the Paramount-WBD deal talk about the obvious logic of a merger. Shares in both companies tanked today. Not clear that investors agree.
9
50
218
@Lucas_Shaw
Lucas Shaw
3 years
Emmy nominations by platform: HBO 130 Netflix 129 Disney+ 71 NBC 46 Apple TV+ 34 CBS 26 Hulu 25 ABC 23 Amazon 18
5
58
212
@Lucas_Shaw
Lucas Shaw
2 years
Joe Rogan has united Crosby, Stills, Nash and Young in a boycott of Spotify. Give the man a Grammy.
Tweet media one
7
53
206
@Lucas_Shaw
Lucas Shaw
1 year
After it’s biggest star was caught using racial slurs, Spotify said it would spend $100M to support creators from marginalized communities. So far it’s spent < $10M on new projects. Great piece from @ashleyrcarman
11
89
209
@Lucas_Shaw
Lucas Shaw
3 years
Netflix issued a statement first thing this morning on the employee walkout today. A more conciliatory approach this week than in Ted Sarandos’ initial memos.
Tweet media one
55
41
200
@Lucas_Shaw
Lucas Shaw
3 months
Anyone But You has now hit $200 million at the box office. A remarkable feat for a $30 million romantic comedy starring two young actors. Bring on more rom coms!
2
19
209
@Lucas_Shaw
Lucas Shaw
10 months
People spend more time watching YouTube on a TV than ABC and CBS put together. They spend more time watching Netflix on a TV than NBC and Fox combined.
@TVGrimReaper
TV Grim Reaper
10 months
From my friendly source: June primetime avg. viewership, Live+3 Day for linear TV, millions. YouTube (no live TV) 4.8 Netflix 4.5 ABC 2.5 CBS 2.1 Hulu (no live TV) 2.0 NBC 1.8 Amazon Prime 1.8 Fox 1.5 Disney+ 1.1 Fox News 1.1 MSNBC 0.8 Max 0.8 Tubi 0.8 ION 0.7 Peacock 0.6
7
26
90
13
61
206
@Lucas_Shaw
Lucas Shaw
5 months
After years of refusing to sell new stuff to Netflix, Disney is licensing 14 popular TV shows to ... Netflix.
Tweet media one
18
41
206
@Lucas_Shaw
Lucas Shaw
2 years
Netflix says it is going to add a cheaper, advertising-supported tier in the next year or two. (!!!!!!!!!!!!!!!!!)
17
60
199
@Lucas_Shaw
Lucas Shaw
3 years
I am allowed to say that I have seen the trailers for the new season of succession, the Game of Thrones spin-off and new show about the LA Lakers. I’m not allowed to say what they contain, but they all look pretty darn good.
6
19
197
@Lucas_Shaw
Lucas Shaw
2 years
Scoop: Netflix has ordered yet another sports docuseries. This one is about tennis. It started filming at this year’s Australian Open.
4
39
198
@Lucas_Shaw
Lucas Shaw
10 months
I wrote about some of my favorite topics: Streaming services, talent negotiations and BS arguments.
3
43
189
@Lucas_Shaw
Lucas Shaw
2 years
Netflix faces its biggest challenge in a decade. I spent the last few months talking to employees, partners and rivals about how it got here and what comes next. For @BW
5
48
184
@Lucas_Shaw
Lucas Shaw
3 years
The streaming competition split into tiers. Must-have Netflix Disney Amazon Quality HBO Max It’s free! Apple TV+ Still looking for a strategy Paramount+ Peacock
41
37
187
@Lucas_Shaw
Lucas Shaw
4 months
Netflix has acquired the rights to Raw, part of a wide-ranging deal between the WWE and the streaming service. Netflix is officially in the sports business. More to come soon.
19
41
184
@Lucas_Shaw
Lucas Shaw
3 years
Social Audio company @STATIONHEAD is booming
Tweet media one
13
37
180
@Lucas_Shaw
Lucas Shaw
2 years
HBO says the Game of Thrones scored the biggest debut ratings in company history.
Tweet media one
10
39
175
@Lucas_Shaw
Lucas Shaw
7 months
A big earnings beat for Netflix. The company added 8.8M customers last quarter, its best result in more than three years. Your reward? Higher prices.
12
49
180
@Lucas_Shaw
Lucas Shaw
1 year
I went to Seoul last year to understand how a peninsula of 50M people is now producing more hit TV shows than any place but the US. Thanks to everyone for the help.
3
38
179
@Lucas_Shaw
Lucas Shaw
1 year
The heads of almost every cable network at Warner Bros Discovery are leaving.
Tweet media one
Tweet media two
Tweet media three
14
65
172
@Lucas_Shaw
Lucas Shaw
5 months
Every movie @MattBelloni and I predicted would bomb was instead a hit. Can't trust us with anything.
12
2
177
@Lucas_Shaw
Lucas Shaw
3 months
123 million people watched the Super Bowl. It was the most-watched broadcast in US history.
Tweet media one
9
45
179
@Lucas_Shaw
Lucas Shaw
1 year
How’s this for a Sunday night shocker?
Tweet media one
6
16
174
@Lucas_Shaw
Lucas Shaw
6 months
For every massive hit on streaming, there are dozens (if not hundreds) that miss. To wit: Just 5% of Netflix originals would get a bonus under the new deal between the unions and the studios. Some exclusive data & more in this week's newsletter:
7
44
174
@Lucas_Shaw
Lucas Shaw
2 years
Jan. 30: Spotify assured everyone it has robust content guidelines. Feb. 4: It removed 70 episodes of its biggest show after the public revealed the use of racial slurs. Makes you wonder what else is on a platform with 3.6 million podcasts.
32
47
167
@Lucas_Shaw
Lucas Shaw
3 years
Apple says these are the most popular podcast channels under its new subscription program. Note most of these companies distribute several shows.
Tweet media one
7
7
173