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Washoe County health officer urges isolation, vaccination amid rising pertussis cases
Northern Nevada Public Health emphasizes contagiousness, proper precautions whooping cough.
El Paso health officials urge vaccines as whooping cough cases rise in the city
Pertussis is resurging in El Paso: cases jumped from 0 in 2023 to 8 in 2024 and 19 in 2025, hitting infants and teens hardest. Health officials point to waning immunity and urge Tdap boosters.
Share Your Experiences With the Public Health System in Louisiana
The New York Times is examining how public health is changing in the state, from the whooping cough outbreak to vaccine policies, and we want to hear from you.
Scientists discover a mysterious silicone pollutant that may be everywhere
Researchers have uncovered unexpectedly high levels of silicone-based pollutants called methylsiloxanes floating through the atmosphere across cities, rural regions, and even forests. Much of the pollution appears to come from vehicle emissions, likely linked to engine oil additives that survive combustion and escape into the air. Scientists say humans may inhale more of these compounds daily than other notorious pollutants like PFAS or microplastics.
Pasadena confirms whooping cough outbreak at Don Benito Fundamental School
'A really positive start for Barry'
Thierno Barry has been the surprise hit of Everton's season so far, with the 23-year-old striker the match-winner against Ipswich to take his tally to five goals this season. It is a marked improvement in scoring ratio from his eight goals in 41 games last season - and BBC Sport Merseyside commenter Chris Coughlin believes Barry is becoming a favourite with fans. It is Everton heritage and an honour to wear the number nine.
Politics Unplugged Podcast: Recapping the primary with Chuck Coughlin
Independent consultant Chuck Coughlin gives us a brutally honest breakdown of the primary elections and why some of the candidates shouldn’t have run in the first place. Then Dennis and Colin talk about the current state of the Suns.
Oregon health officials confirm first measles cases of 2026
Both cases are in Linn County. Symptoms include fever, cough, runny nose and red eyes, followed by a rash.
Azerbaijan health officials deny mumps epidemic in Baku
The Ministry of Health of the Republic of Azerbaijan reports posts have been circulating on social networks about the widespread spread of epidemic mumps in Baku do not reflect the current epidemiological situation. Health officials say the epidemiological situation of mumps in the country is stable. The registered cases of infection consist of individual sporadic cases, no epidemics or mass spread have been recorded. The current situation is constantly under epidemiological surveillance by relevant medical institutions, and the necessary preventive and counter-epidemic measures are consistently implemented. Epidemic mumps is observed more often among unvaccinated or incompletely vaccinated individuals. The disease is transmitted mainly by airborne droplets - during coughing, sneezing and close contact. The incubation period usually lasts 11–23 days. The main symptoms of the disease are fever, swelling and pain in the parotid salivary glands, discomfort when chewing and swallowing, general weakness, headache and loss of appetite. In most cases, mumps is mild and results in complete recovery. However, in rare cases, certain complications may develop in unvaccinated adolescents and adults. Therefore, timely vaccination is of particular importance in preventing the disease. Subscribe to Outbreak News TV on YouTube In accordance with the National Vaccination Schedule in Azerbaijan, the combined measles, mumps, and rubella (MMR) vaccine is administered to children at 12 months of age, with a booster dose at 6 years of age. The MMR vaccine is the most reliable and effective means of protection against mumps. The Ministry of Health recommends that parents check their children’s vaccination status. If for any reason the vaccination has been delayed or missed, it is recommended to contact the medical facility in your area of residence and consult a doctor. To protect yourself from the disease, it is recommended to follow preventive measures such as avoiding close contact with sick people, following personal hygiene rules, washing hands regularly, and frequently ventilating closed spaces. If you experience symptoms of the disease, avoid self-medication, seek medical attention, and do not return to work until you are fully recovered. Citizens are asked to refer only to official sources and not to believe or share unverified information circulating on social networks. Outbreak News Today is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Subscribe
Oregon's College Football Playoff Hopes Slashes After 'Fumbling' UCLA Game
The Oregon Ducks quite literally coughed up the game against UCLA and, along with it, coughed up their chances to make the College Football Playoff.
Sick at the Health Department: Workers say Albany office air is making them ill
New York health workers in Albany cite headaches and coughing at 875 Central Ave. after ceiling collapses.
Coughlan one of five more staff to leave Barrow
Three days after relegation from League Two, Barrow confirm the departures of five more of the club's backroom staff.
New York City issues Legionnaires' disease warning for Upper East Side
Two to 10 days after picking up the disease, symptoms could include coughing, muscle aches, and a high fever, health officials said.
Roku May Help Fox Avoid Aggregeddon
(Welcome to the “Most Important Story of the Week”, my bi-weekly strategy column analyzing the most important (but often not buzziest) news story of the last two weeks. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. Please subscribe.) Scrolling through links over the last week, I stumbled across this fun headline: Wow. Formula 1 (the sport, not the docu-series) is the perfect “dog not barking”. As a reminder, each week in my Streaming Ratings Report, I call out the shows that miss every viewership chart. I dub them “dogs not barking”—like the Sherlock Holmes mystery—because without any data, we forget they even exist. This is in contrast to something like, say, a film flop—cough The Mandalorian and Grogu cough—where even underperforming at the box office is widely discussed here, there and everywhere. In the US, Formula 1 is now in “no public viewership data, so not discussed” territory. After moving to Apple TV from its former home of ESPN, basically no one talks about it. Apple did publish an initial, unsourced, unsubstantiated, (dare I say unserious) datecdote claiming more folks are watching Formula 1 on Apple than ESPN, but we haven’t gotten any updates since. This stands in contrast to when the sport streamed on ESPN, and ESPN PR provided weekly viewership figures. Formula 1 was, at best, a niche sport in America—averaging 1.3 million viewers in the Big Data Plus era—but now it’s basically anonymous. (And yeah, after moving to Apple, I very, very, very much doubt its ratings increased.) Unfortunately, that story isn’t quite big enough to warrant a section in today’s “Most Important Story of the Week” column, but I wanted to call it out, because otherwise, no one else will! Certainly, no one will write articles about the silence/ratings decline, unlike when they wrote breathless articles connecting the rise in viewership to Netflix’s Drive to Survive, including Reuters just last month. (This is a topic I’ve tried to provide a moderate/nuanced/non-hyped take since 2022.) Anyway, on to this week’s issue. I was a bit worried I didn’t have a juicy topic, then the Murdochs went out and did their Murdoch thing: buying Roku. So that’s the story of the week, and it happens to touch on quite a few themes of the streaming wars and the disruption therein. I’ll cover that, plus why more consolidation in Hollywood media looks likely, more good news on the Hollywood labor front, whether we’ll see an uptick in production in Los Angeles, some Broadway and theme park news, cellphone prices going up in the third world (and possibly everywhere), and more. Subscribe Most Important Story of the Week - Another Big Media & Entertainment Merger The story of the week is clearly Fox is buying Roku for $22 billion. I read a lot of good strategy takes on why Fox bought this streaming TV device maker—and I’ll have mine below—but what fascinates me more is how this deal connects to quite a few themes of the streaming wars, linking to everything from the pace of M&A to “aggregeddon” to Netflix’s recent M&A actions/inactions to the shift to advertising from pure play streaming and more. The only topic I can’t really connect it to is my old theory, “never bet against Rupert Murdoch” because he isn’t the one who did this deal; his son Lachlan inked it. (Do I think he provided advice, even at his 95 years of age? Sure.) That plus I have one additional piece of strategy for all entertainment players, inspired by this deal. So let’s dive into all those topics, starting with why I like this deal. Roku is a Great M&A Buy
ESMO: Roche touts ‘convincing’ phase 3 KRAS data after win over rivals
Roche has shed more light on its investigational KRAS G12C inhibitor's phase 3 victory over Amgen’s Lumakras and Bristol Myers Squibb’s Krazati. The open-label Krascendo 1 trial enrolled 338 people with previously treated KRAS G12C-mutated non-small cell lung cancer (NSCLC). Patients who had already received a KRAS G12C inhibitor or pan-KRAS/RAS inhibitor were excluded from the trial. Participants received either divarasib once daily, Lumakras once daily or Krazati twice daily. Roche announced back in July that divarasib had demonstrated statistically significant improvements in progression-free survival (PFS) and overall survival (OS), meeting the trial’s primary and key secondary endpoints. But the Swiss pharma had been holding back the detailed data until now. At the European Society for Medical Oncology (ESMO) Congress in Madrid, Roche revealed that median OS for the 167 patients who received divarasib was 17.7 months, compared to 12 months for the 171 patients who received Lumakras or Krazati. The benefit was similarly clear when it came to median PFS, which stood at 9.8 months versus 5.7 months, respectively. A total of 44% of patients receiving divarasib were alive without disease progression at one year, compared to 24% of the control group, according to Roche’s presentation. It was a similar story for the objective response rate, which came in at 58% for divarasib versus 32% for the control group, while median duration of response was 11.9 months versus 6.9 months. Stefan Frings, M.D., Ph.D., deputy chief medical officer at Roche Pharma, told Fierce that the data made for a “very comprehensive, strong package, which should be convincing to health authorities.” “It’s an important advance for patients with lung cancer,” Frings said in an interview at a Madrid hotel during the conference. “It's a second-line setting, and patients who receive divarasib benefit compared to the current first-generation KRAS G12C inhibitors by having far longer overall survival,” he continued. “They live longer. They have better progression-free survival, better response rates, and with a safety profile which is—if [anything]—even better,” he said. According to Roche, 4.8% of patients receiving divarasib discontinued treatment due to treatment-related adverse events, compared to 11.7% in the control group. Serious treatment-related adverse events were also less common with divarasib, at 7.8% versus 15.2%. Roche’s confidence in divarasib had been building even before this phase 3 success. The candidate had already shown better potency and selectivity than the incumbent KRAS G12C inhibitors Krazati and Lumakras in preclinical tests. After cross-trial comparisons suggested that the edge translated into better clinical outcomes, Roche axed a study comparing divarasib to the chemotherapy docetaxel and went toe-to-toe with Lumakras and Krazati. “We designed the drug on purpose with higher potency and better selectivity,” Frings explained. “So, based on preclinical models, we clearly knew it would be superior to the first generation.” “It’s honestly not so frequent that pharma companies go head-to-head,” he added. “But if you want to make a point, if you want to convince payers, prescribers and patients … then a head-to-head win is rather rewarding.” While Amgen and BMS reached the regulatory finish line first for KRAS G12C-mutated, locally advanced or metastatic NSCLC in 2021 and 2022, respectively, they have struggled to capitalize on their head start. Krazati brought in $55 million for BMS in the second quarter, while Lumakras delivered $111 million to Amgen. For its part, Roche is aiming for peak divarasib sales of 1 billion to 2 billion Swiss francs ($1.2 billion to $2.5 billion), according to Frings. The Big Pharma is currently recruiting patients into a phase 3 trial comparing divarasib plus Keytruda against Keytruda plus chemotherapy in previously untreated advanced or metastatic nonsquamous KRAS G12C-mutated NSCLC. Roche has previously suggested that sales in metastatic disease would account for most of the forecast. Frings was tight-lipped on the exact timeline for a regulatory filing but said the Swiss pharma is “certainly keen to get this to as many patients as possible around the world.” Roche has more RAS drugs coming up behind divarasib. The pharma has already launched phase 1 trials of a pan-RAS inhibitor called RG6505 and a KRAS G12D inhibitor dubbed RG6620 in solid tumors. Roche’s partner Chugai Pharmaceutical is also testing a pan-KRAS inhibitor called AUBE00. Roche has made a “deliberate effort” to test a range of RAS drugs, Frings said. “If you have many rare mutations and you are scrambling to find sufficient patients, a pan-RAS inhibitor makes a lot of sense,” he explained.
Share your experiences with the public health system in Louisiana
The New York Times is examining how public health is changing in the state, from the whooping cough outbreak to vaccine policies, and we want to hear from you.
2025 saw increase in whooping cough cases
Pitching Woes Resume: Dbacks 6, Marlins 10
The Dbacks dropped the series opener in Miami on Tuesday 10-6 as the Arizona pitching was unable to keep any momentum this whole game long. The Dbacks offense would score, and then the pitching would immediately cough the lead right back up. The offense would come back, and then the pitching would give the lead […]
Whooping cough cases confirmed at another Pasadena school, health officials say
The Pasadena Public Health Department Health announced it is investigating an outbreak of whooping cough involving three confirmed cases at Blair Middle School.
Hospitals See Diseases Resurge as Vaccinations Decline
Doctors nationwide are encountering more children with whooping cough, bacterial infections and other serious illnesses, as well as more adults refusing tetanus shots.
Nicola Coughlan & Lydia West On <i>Big Mood</i>, Friendship Breakups & Faling For Wellness Scams
Big Mood creator Camilla Whitehall and stars Nicola Coughlan and Lydia West about Season 2, friendship breakups, healing, and the wellness scams we all fall for.
Do Colds Impact Men And Women Differently? Science Says Yes, Here's Why
While the "man flu" stereotype paints men to be dramatic sufferers, studies show women often have severe and prolonged symptoms like intense fatigue and inflammation due to oestrogen-fueled immune overdrive.
New York City health officials warn of Legionnaires' disease outbreak
NYC health officials warn residents of a Legionnaires' disease outbreak with 23 confirmed cases. Dr. Stephanie Widmer explains the bacterial pneumonia, its symptoms like cough and fever, and its curability.
Michigan flu cases surge; some kids on ventilators, health officials say
The state's top health official says flu cases 'increasing exponentially' while measles and whooping cough cases remain high.
Everyone wants to own a piece of the Bay Area’s new women’s sports franchise
From Warriors head coach Steve Kerr to former athletes including Abby Wambach and Natalie Coughlin, LOVB San Francisco has more than 50 owners.
Morocco health alert issued due to diphtheria: US Embassy
In the North African country of Morocco, the country’s Ministry of Health reported a small diphtheria outbreak with clusters in multiple regions in Morocco in late September. Moroccan health teams are tracing contacts and providing preventive treatment and vaccines. This has prompted the US Embassy to issue a health alert for U.S. citizens in Morocco. Diphtheria is a serious bacterial infection. It spreads primarily from person to person through coughs and sneezes (respiratory droplets). Most Americans were vaccinated as children and have received Td or TdaP boosters as adults. The risk to U.S. citizens in Morocco remains low. U.S. Citizens may contact their local doctors if they would like immunizations. Embassy officials advise citizens to watch out for the following symptoms: Sore throat or hoarse voice, mild fever, a thick gray or white coating in the throat or nose, swollen neck and trouble swallowing or breathing. If you or a family member has trouble breathing or swallowing, please contact your local doctor. They also advise on the following actions concerning vaccines: Check your vaccination records and your family members’ records. Get a booster if you need one. Adults need a diphtheria booster (Td or Tdap) every 10 years. Make sure your children are up to date on their routine vaccines. Outbreak News Today is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Subscribe
Ex-Giants Draft Pick Considered Breakout Coach For Broncos
The post-Tom Coughlin New York Giants culture has been horrible, but Davis Webb evidently learned a thing or two. The Giants' third-round pick of the 2017 NFL Draft was named as a breakout coaching candidate, while serving as the Denver Broncos offensive coordinator under ex-Giants coordinator Sean Payton. Webb spent two tours with the Giants, initially backing up both Eli Manning and Geno Smith during the controversial 2017 season under Ben McAdoo.
Opinion/Guest column: Vaccines a safeguard for all children's health
The reason we don’t see thousands of children dying from measles, whooping cough and other diseases is because vaccines work.
Cook County Department of Public Health warns of possible measles exposure at O'Hare, 2 stores in Niles
According to the CCDPH, measles is a dangerous and potentially deadly, highly contagious respiratory disease that spreads easily through the air when an infected person breathes, coughs, or sneezes.
Suspected measles case reported in Broomfield
Measles is a highly infectious but preventable disease with symptoms that can include fever, cough, runny nose and red eyes.
GSK’s drops chronic cough drug, dampening $2bn Bellus Health bid
GSK will discontinue camlipixant’s late-stage RCC programme, though it will continue the drug’s development in two forms of IBS.
Fresno County health leaders monitoring whooping cough cases
It's been a busy respiratory illness season for doctors in Central California. But that's not the only sickness that doctors are dealing with.
Scientists discover surprising brain trigger behind high blood pressure
Scientists have uncovered a surprising brain-based trigger for high blood pressure, tracing it to a small region in the brainstem that normally controls breathing. This area, which kicks in during forceful exhalations like coughing, laughing, or exercise, also appears to activate nerves that tighten blood vessels—raising blood pressure. When researchers switched off this region in experiments, blood pressure dropped back to normal, suggesting it plays a direct role in hypertension.
These States Report the Most Whooping Cough Cases in 2026
More than 4,700 cases of whooping cough have been reported to the Centers for Disease Control and Prevention this year. It’s on track to be fewer cases than last year when the CDC estimated more than 28,000 cases. But it’s still a significant number, especially for the states seeing the worst of it.
Arkansas Health Department offers back-to-school vaccine clinics, whooping cough focus
Major career shakeups hit stars of ‘Bridgerton,’ ‘Oppenheimer’ and Slipknot
Nicola Coughlan, David Krumholtz and Sid Wilson each reached major professional turning points this week after years in defining roles.
Whooping Cough Continues Wyoming Spread - Wyoming Department of Health
Wyoming Department of Health (WDH) officials are concerned about the ongoing, active spread of pertussis (whooping cough) across the state. Kaylyn Friesen, vaccine-preventable disease epidemiologist with WDH, said there have been 26 confirmed pertussis cases in Wyoming so far this year. “While roughly two-thirds of the reported cases have been among Fremont County residents, pertussis […]
Politics Unplugged Podcast: Chuck Coughlin on the SRP election
Independent consultant Chuck Coughlin returns to the pod to talk about the SRP election and why not everyone can vote. Then Dennis, Colin and Arizona's Family film critic Hunter Norris preview the Oscars.
Blue Jays bash birthday boy Bradish, beat Birds, 7-3
Kyle Bradish coughed up dingers, the O’s couldn’t hit, and now the playoff math is nearly impossible.
SiriusXM to Present at the BofA Securities 2026 Media, Communications & Entertainment Conference
SiriusXM (NASDAQ: SIRI) announced Zac Coughlin, Chief Financial Officer, will present on Wednesday, September 9, 2026 at 8:50 a.m. ET at the BofA Securities 2026 Media, Communications & Entertainment Conference in New York, New York. A webcast of the presentation will be available on the SiriusXM Investor Relations website at https://investor.siriusxm.com.
Using AI for medical advice; pelvic floor exercises; the hidden dangers of burning incense; plus other stories with Vanderbilt Health sources
Colin Walsh, MD,Associate Professor of Biomedical Informatics, was on WTVF News Channel 5‘s “Morningline” show in an interview about whether or not it is safe to use AI for medical advice. Time magazine reporter Stacey Colino interviewed Elisabeth Sebesta, MD, Assistant Professor of Urology, for a story about pelvic floor exercises for issues including menopause, erectile dysfunction and urinary incontinence in men. “Each Breath,” published by the American Lung Association, quoted Brian Christman, MD, Adjunct Professor of Medicine, for a story about the hidden dangers of burning incense. William Schaffner, MD, Professor of Preventive Medicine, was quoted by several news outlets about public health issues, including: Healthline (low vaccination rates lead to more cases of measles, whooping cough and other preventable diseases); ABC News (U.S. measles cases surpass 2,000 for second year in a row); and CIDRAP News (high-dose flu shots cut rates of hospitalization in older adults). Sarah Rohde, MD, Associate Professor of Otolaryngology-Head and Neck Surgery, was quoted in a People magazine story on patient Makalii Andrade, a surfer from Kauai Island who suffered a serious neck injury in 2022 and recently underwent surgery at Vanderbilt Health to begin the final phase of his recovery. James Crowe, MD, Director of the Vanderbilt Center for Antibody Therapeutics, for a piece in Nature about antibodies against a strain of Ebola. SFGATE reporter Gillian Mohney interviewed Xue Zhong, PhD, Research Assistant Professor, Division of Genetic Medicine and Clinical Pharmacology, for a story about a study of a blood test looking at Alzheimer’s disease biomarkers. Matthew Franklin Mart, MD, Assistant Professor of Medicine, was quoted in a Healio story about how inflammation and illness severity is linked to less cognitive resilience after a person has been an ICU patient. The “How We Really Feel” podcast host Sula Windgassen, PhD, interviewed Lindsey C. McKernan, PhD, MPH, Associate Professor of Psychiatry & Behavioral Sciences, Physical Medicine & Rehabilitation and Urology, for an episode focusing on pelvic and bladder health. The podcast is also available on YouTube and the podcast website. In addition, podcaster Monica Sanford interviewed cardiologist Mark Glazer, MD, for her podcast “The Monica Sanford Show”; the two-part interview is here and here.
Whoa! Netflix is Sending Narnia Heading to Theaters...What This Means for the Future of Film
(Welcome to the “Most Important Story of the Week”, my bi-weekly strategy column analyzing the most important (but often not buzziest) news story of the last two weeks. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. Please subscribe.) Here’s a funny thing about the debate over whether streamers should release their movies in theaters first: Both sides think the other side represents the “conventional wisdom”. If you’ve been reading me for any amount of time, or even just scanned my front page, you know I think movies make more money by having a robust theatrical window compared to going straight-to-streaming. I’ve published thousands of words on this topic. And for years, I felt like I was standing up to a wave of opposition. See, while the “put your films in theaters to make money” take was obvious at any point before 2019, post-streaming revolution, most of the trendy thinkers took the opposite point of view. Big names argued that Netflix putting their film straight-to-streaming (“S-to-S” from here on out) actually made more money. Netflix was “disrupting” theaters, just as they disrupted Blockbuster Video, and since innovation is always good, this too was a great idea. This thinking then leaked into the mainstream business outlets like the Wall Street Journal and Bloomberg. I read many articles whose take boiled down to “Netflix makes tons of money from S-to-S releases” and “theaters were in structural decline” anyways. Covid-19 shutting down theaters and the 2023 strikes shutting down film production seemingly justified this point of view, as the box office struggled to return to 2017-2019 heights. Yet I’ve also read folks arguing the opposite point: the conventional wisdom says to put films in theaters! From some writers’ points of view, “everyone” actually agrees/agreed with my “send your films to theaters” take—especially the stodgy traditional studios—and folks still didn’t understand Netflix’s genius. I feel like, for the last two years, many people have argued this point as if it’s conventional wisdom. You know what? I may have been wrong. At this point, the “S-to-S strategy makes money” might be the minority viewpoint. Especially with the news this month that Netflix will put at least one film—Greta Gerwig’s Narnia film The Magician’s Nephew—in theaters in 2027 for a full 49-day run is big news. So that’s the story of the week, but I’ll also explain why they’re making this move now and why Netflix may not completely embrace theaters, along with other topics, like how I don’t buy Disney’s “super app” strategy, the latest good news out of the unions, my take on the latest attacks against free speech, and a whole lot more. Let’s get started. Subscribe Most Important Story of the Week - Netflix Goes to Theaters! Listen, I promise not to victory lap too hard today. As I just wrote, I’ve argued against sending films straight-to-streaming for—checks calendar—eight years now. Since 2018. Yikes. That’s a long time. And for years, others painted my thinking as “conventional” in that I was standing up for the status quo against trendy, cool disruption. And that’s not cool! But math is math, and I never could make the S-to-S numbers work. The only thing that ever enabled that model was Wall Street’s brief exuberance for it. It seems like the heads of Netflix now agree with me. (There were always rumors that former head of film for Netflix Scott Stuber argued internally for theatrical releases as well.) As they announced: “The Magician’s Nephew_—the first film in a Narnia series of films—will open on 12-Feb-2027, with a 49 day theatrical exclusive run.”_ I’m a little surprised at how little coverage this big change actually got. Credit to Bloomberg for leading with it and Matt Belloni’s The Town for highlighting it with the provocatively titled podcast “Hell Hath Frozen Over”. But after that? Instead of getting as much coverage as, say, the FCC’s latest egregious crackdown on free speech, this news story got crickets. But it’s massively more important for the future business of entertainment. So let’s start with the obvious question… Why Put Your Movies in Theaters? So…why should Netflix put (some!) of their movies in theaters? Well, I’ve already written that in a very, very, very long article from 2022: [ ](https://entertainment.substack.com/p/the-data-is-in-theatrical-films-massively) [ The Data Is In: Theatrical Films Massively Outperform Straight-To-Streaming Films ](https://entertainment.substack.com/p/the-data-is-in-theatrical-films-massively) Entertainment Strategy Guy · April 5, 2023 [ Read full story ](https://entertainment.substack.com/p/the-data-is-in-theatrical-films-massively) To summarize, theatrical runs make much more money, especially blockbusters, because they earn more money per viewing,1 and that helps boost home entertainment sales. Theatrical films also perform as well or better than the streaming-only films. Now, partially this is driven by increased marketing for said films, but said marketing ultimately boosts the awareness of the movies and drives improved streaming and library performance as well. Again, I’ve made this case after reviewing the economic models and streaming data for years. Just last week, Emily Horgan also made the case for kids films! Yes, it is probably conventional wisdom, but that’s also because it’s true! I’d also argue we’ve seen a lot of data in the various studios’ behavior. As I’ve noted before, the more a studio needs to make money, the likelier they are to put films in theaters. As such, Disney, Universal, Warner Bros., Paramount and Sony all send their major films to theaters. Even if they once made a big S-to-S push (*cough* Disney *cough*), they’ve since relented and returned to theaters. The tech companies don’t need to make money, per se, so it took them years to embrace theaters. Apple doesn’t need to make money because it doesn’t disclose their (likely) Quibi-sized losses each year. (They fear bad press more than losing money.) Amazon announced two years ago that they planned to make Amazon-MGM Studios/Prime Video profitable on its own, and guess what? Now they’re putting films in theaters. That leaves Netflix. They’re in between the “no need to make money at all” and the “desperately need to make money to offset linear TV declines”, so they had less pressure to put some films in theaters. Plus, for years, they were the sexy disruptor, and Wall Street rewarded them for that. (Honestly, they still do.) Yet, even Netflix likely saw the money they were leaving on the table (I’ve estimated it at an easy billion dollars before) so they changed their course. I heard one pundit argue that, because Netflix already makes so much money, they don’t need to make more money, which sort of goes against everything I’ve ever learned about business and economics. Again, to be super-nuanced, sending “films to theaters” does not mean EVERY film. TV movies have been a thing for decades. Lifetime films, Hallmark holiday films, Disney Channel Original Movies, and so on, don’t need theatrical runs. But films above a certain budget level (say $25 to 50 million) almost certainly need theaters to maximize their revenue. The Scenarios (with a Dose of Skepticism) Now time for some skepticism: it won’t surprise me at all if Netflix re-changes course. Specifically, Netflix announced that their Narnia film will go to theaters. And I’d bet anything we see KPop Demon Hunters 2: The Huntering2 also goes to theaters, cause it’s the surest hit outside of a Disney animated sequel right now. But how much does Netflix truly commit to theaters? They’ve already tried to emphasize that this is a one-off move. I see three broad scenarios:
Politics Unplugged (Full Episode) May 23, 2026
This week on Politics Unplugged, Colton Shone talks with former Navajo Nation President Jonathan Nez about his run for Congress and taking on Rep. Eli Crane in the fall. Then, consultants Marcus Dell’Artino and Chuck Coughlin discuss the incumbents ousted in Tempe and nationwide, with a Democratic Socialist elected to the Tempe City Council. Finally, Marcus and Chuck break down the investigation into former sheriff Mark Lamb, accused of inappropriate conduct with women online.
Houston-area health officials warn of sharp rise in whooping cough cases
Houston health officials are sounding the alarm over a dramatic spike in whooping cough cases, with over 3,500 reported across Texas this year.
‘He Didn’t Wanna Finish The Cut’
UFC 328 did not go according to plan for Khamzat Chimaev. “Borz” dropped a competitive split-decision to Sean Strickland in the main event, coughing up his Middleweight title in the process. The Russian wrestler started strong with his dominant wrestling, but he tired quickly and spent most of the back half of the fight striking […]
CMU to use coughing data from Sleep Cycle app to predict disease outbreaks
Every night, the Sleep Cycle app is recording each breath, cough and sneeze for more than a million users who rely on it to analyze their sleep. In a new...
Staying safe from wildfire smoke | Harvard T.H. Chan School of Public Health
The health impacts of wildfire smoke range from minor ailments like headaches or coughing to more serious issues like heart attacks. But there are steps people can take to protect themselves, according to Harvard Chan School’s Mary Johnson.
Health officials warn Galena High families of possible whooping cough exposure
Galena High School officials and Northern Nevada Public Health (NNPH) are alerting families that students and staff may have been exposed to pertussis, also kno
Worcester Tech science teacher selected for national STEM program
After more than two decades teaching science at Worcester Technical High School, Jocelyn Coughlin spends the coming school year working to get more of her
Netflix’s Leadership Shake Up…Explained
(Welcome to the “Most Important Story of the Week”, my bi-weekly strategy column analyzing the most important (but often not buzziest) news story of the last two weeks. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. Please subscribe.) Well, I had a simple article planned for this week. Called “Whoa, I Missed It!”, I’d take a gander at a few important-but-under-the-radar stories I didn’t cover while I wrote about all things “Skydance. (Formerly known as “the saga of Netflix trying to buy Warner Bros., but not Discovery, then Paramount-Skydance bought all of Warner Bros. Discovery”.) Alas, that article will have to wait. Netflix made news. Ironically, my “Whoa, I Missed It!” article would have mostly been about “content” strategy decisions, which is also what today’s article is about. But instead of the entire industry, this article will only cover Netflix’s decision to upend their film and TV content teams. Just that! So that’s the full topic of the day. I’m going to tackle the issue in the opposite direction of the way “stuff” flows: uphill. We’ll start at film, then move onto TV, and then onto the CEOs themselves, and the strategy questions that still remain. But we start with the numbers driving this. Let’s dive in. Subscribe Most Important Story of the Week - Netflix Upends Their Corporate Hierarchy I’ve got a lot of thoughts, but we’ll start with the most common response to yesterday’s article. Let’s Talk Stock Price More than one person, responding to what I published two days ago, pointed out that, well, actually, the thing driving Netflix’s actions is this: In short, stock price! Even if Netflix isn’t obsessed with their own share price—they probably are, but, for the record, my strategic advice to every CEO is to absolutely ignore stock prices, which will, ironically, probably help the stock price long-term—most everyone thinks they are. By the way, I prefer market capitalization to stock prices, because it’s a more apples-to-apples way to compare companies: But there’s an even better way to look at it, and it kinda casts some doubt on the entire push here: price-to-earnings. I have a long list of articles that I wish I had written, and chief among them is an article titled, “Am I Still a Netflix ‘Bear’?” meaning someone who thinks Netflix’s stock is overvalued. As of last summer, Netflix had solved their biggest problem—which for me (circa 2019) was the lack of free cash flow—but their stock was CRAZY overvalued. That’s this chart here: Why did Netflix’s stock price increase to a price-to-earnings ratio of 50 last summer? What financial metric changed so quickly? Nothing. Given that, historically, mature entertainment companies average 10 to 20, with 16 being the average, that increase made little sense. Netflix’s stock swoon these last eight or so months wasn’t irrational; the stock price rise last year was. So if you want a really hot Netflix take, here it is: Netflix’s stock price has been going down because the financial industry recovered its senses, not because of any strategic mistake. Yes, that would imply that cleaning house may have been a mistake. That’s why the charts yesterday are so important, because they show that Netflix did have a strategic problem (a lack of hits) and that’s what they moved to address. (One could also argue the industry drastically overrated Netflix’s growth prospects, but that’s a financial industry problem, not a Netflix strategy problem per se. Some growth estimates are just crazy. *cough* AI *cough*) Now, the last time Netflix’s stock price crashed—circa 2022—it gave them an opening. I’d argue Netflix insiders knew they needed to expand post-COVID-19 crisis, adding advertising, cracking down on password sharing, and dabbling in sports. But if they had done that when their stock price was high, it would give folks a reason to second guess their strategy. (Arguably, last year, when Netflix pursued the Warner Bros. merger, it gave the industry a chance to review their business.) Instead, after the 2022 fall, they had the opening to make strategic changes. We may see Netflix pivot again following this latest slide. For example, the “binge versus weekly” conversation is alive and well again. Same for expanding into theaters even more. And adding both linear channels and streaming bundles. And maybe more either social, user-generated, vertical, or creator content. But the first shift came with who is making the content calls. A Message from Our Sponsor Last winter Pulp Fiction was on Netflix. For those same 90 days, it was also free, with ads, on Pluto TV and the Roku Channel. That is not a glitch, and it is not rare. The title has run on 20 different US streaming services since 2019, across 80 separate windows, and for more than 600 of those days it sat on a paid subscription service and a free ad-supported one at the same time. Almost nobody can see this, because when a title leaves a service, the record that it was ever there tends to leave with it. Reelgood keeps that record, dated to the day rather than the month: 4MM+ movie, show and episode titles across 300+ services globally, with timestamped arrivals, departures and moves across SVOD, AVOD, TVOD and vMVPD. Licensing teams price against every prior window. Rights teams check what a licensee actually delivered, and when. Pick a title you think you know: data.reelgood.com/title-availability Film - Dan Lin Want to know why I don’t opine on individual film or TV executives, especially new hires? Dan Lin. As I always caution, it’s really, really, really tough to predict which executives will succeed in new roles and which won’t. The successful head of co-production/finance partner, Rideback, Lin was considered for the head of DC Studios job before taking the job as the head of Netflix. By all accounts at the time, this was a smart hire. (That’s my read of the news coverage anyways.) But now that Netflix has fired Dan Lin, we got a slew of news stories about how he was doing a terrible job. In sports media, Bryan Curtis, new Substack writer/podcaster from The Ringer, calls this the “now you tell us” story, when you only hear the bad news after a star athlete leaves a sports team. In this case, now they tell us that Dan Lin was bad with talent after he got kicked out the door. So was Dan Lin a flop? It’s actually tough to say. While film moves faster than TV, even two years isn’t really enough time to evaluate a person’s output. The new head hasn’t really taken control. As Emily Horgan noted, it takes much longer than two years to produce animated films, so yeah, it’s definitely too early to judge in that domain. As for live-action films, I just published an article by Brandon Katz called “Netflix’s Summer of Bummer”, but I’d point out Netflix had a bad summer two years ago too. Arguably, their best summer came from KPop Demon Hunters last year and Happy Gilmore 2, the latter of which I saw credited to Lin. Then, the stories came out that Dan Lin clashed with talent, both Ben Affleck and Greta Gerwig, classic “now they tell us” factoids to explain his firing. This may have been true, but also should have been expected given that he was given the mandate to bring budgets back in check, especially after Rebel Moon. So if he made folks upset, well, that’s what he was hired to do! But also, he was described as “well-liked” at his hiring! In that case, I’m a bit sympathetic to Lin, since he may have been undercut by senior leadership, as often happens. Basically, a CEO hires a subordinate to be their “bad cop” and keep budgets in check, but then when talent complains, the CEO ends up undercutting them. That’s how I think you end up with a Narnia movie as expensive as any of the other flops, along with a film executive the town no longer likes. As a result, I think that Netflix is now executing a classic “hire the opposite” move by hiring Peter Rice. This phrase comes from my experience following football and basketball coaching decisions, where teams generally hire the opposite of who they just had. If you have an offense-minded head coach, hire the defensive guy. Or in college football, if you have a strong recruiter, then you pivot to an “X’s and Os” type of guy. Or in pro basketball, if you have a very analytically minded coach, you hire the player-friendly guy. I see that here. After dropping Scott Stuber—arguably a talent-friendly executive with lax budget control—Netflix hired the business guy to keep costs in check. Now Netflix is pivoting back to Peter Rice and presumably a more talent-friendly regime. (Disney, by the way, has done this twice: hiring business guys to succeed talent-friendly Bob Iger. It didn’t work out last time.) When it comes to Peter Rice…we’ll see! Maybe he works out, but maybe he doesn’t. I’d actually say the biggest problem is that Netflix still hasn’t solved its “IP Problem”, in that they don’t own much IP, so they just have a lower hit rate. The new executive won’t solve that. (Though buying Lionsgate would help.) Share “Content” - Bela Bajaria I almost published yesterday’s article after this column, but ended up flipping the order, because it told the story so well. So if you want the data for why Netflix is looking at TV to fix their problems, it’s in that article, this graph in particular: I know I just wrote that it’s often hard to judge executives, but Bajaria ran TV for six years and film for three and a half more. That’s more than enough to judge hit rates, and Netflix needs more hits. That’s the story. Since 2023, Netflix hasn’t had as many hit shows as it used to, and many of its previous power house TV shows have ended their runs (Stranger Things most of all). Also, many shows from 2020 to 2022 probably pre-dated Bajaria’s tenure. (That said, one thing may have been outside of Bajaria’s control, which I explain below.) Let’s lump some content strategy thoughts about Netflix and TV into one place: We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… Why I partially blame Squid Game for Netflix’s latest troubles… What is “the football trap”... Why it might not be the TV shows or films’ fault at all… What change I don’t think Netflix will make... How Bela Bajaria evolved Netflix’s TV strategy in smart ways… Whose departure likely submarined Bajaria’s final few years… One sneaky explanation for Netflix’s content struggles... And a whole lot more... ...please subscribe! We can only keep doing this great work with your support.
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