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Google's privacy policy now has a loophole for using your Gmail and Photos data in ads
The change sits in Google's updated privacy policy, which took effect on October 16 and was first spotted by Android Authority. The policy has long said, "We...
Elon Musk’s Grok Releases First AI-Generated “Odyssey” Episode
Months after Elon Musk promised that Grok Imagine would make an entirely AI “Odyssey” film, the tech mogul has partially followed through.
Lakers at Jazz: What to watch in first road game
Walker Kessler needed only two games to show how much he could change the Los Angeles Lakers' frontcourt.
Steelers beat Saints to win first NFL game in Paris
The Pittsburgh Steelers defeated the New Orleans Saints 16-10 on Sunday to win the first-ever NFL regular season game in Paris. The low-scoring game had only one touchdown for each team.
Clayface Takes First Place While Holmes Documentary Grows in Week Two
Clayface opened with $24.5M, while A24's three-hour Elizabeth Holmes documentary You Can See Everything grew 25% in its second weekend.
Lakers 1st-Round Draft Pick Floated as Trade Piece
The Los Angeles Lakers are off to a fast start. Could it be time to weigh trading away some young pieces to boost the rotation? The post Lakers 1st-Round Draft Pick Floated as Trade Piece appeared first on HEAVY.
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.
Cam Skattebo Update: Will Giants Star RB Play Against Texans?
New York Giants share news on RB Cam Skattebo after benching in Week 6. The post Cam Skattebo Update: Will Giants Star RB Play Against Texans? appeared first on HEAVY.
Evaluating DJ Herz After Bouncing Back from Injury with Nationals
After making his first MLB appearance in nearly two years, what should the Washington Nationals expect from DJ Herz in his third season with the organization?
Jayson Tatum Reacts to Encouraging Celtics Development Against Knicks
The Boston Celtics beat the New York Knicks 107-103 on Friday night at TD Garden. Jayson Tatum scored 36 points and closed the game with a run that sealed the win. The stat line told the obvious story.But after the game, the moment Tatum wanted to talk about was not one of his own. It […] The post Jayson Tatum Reacts to Encouraging Celtics Development Against Knicks appeared first on HEAVY.
Amid first 0-3 start since 2007, Giannis-led Heat searching for answers: ‘We’re not in panic mode’
The Heat’s Giannis Antetokounmpo era is off to a rough start.
Preview
The Men's First Team are back in Serie A action, this time heading south to face Lecce in Puglia.The Serie A Matchday 8 clash is set to take place at the Stadio Via del Mare at 18:00 CET on Sunday, Oc...
Hints About Why Sabres Missed Connor Hellebuyck
The fact that the Buffalo Sabres missed out on Connor Hellebuyck could linger painfully for a while if the goalie play in Western New York doesn’t improve in a hurry. It’ll hurt all the more because the reports over the summer indicated that for at least a time, the Sabres were the frontrunners to pull […] The post Hints About Why Sabres Missed Connor Hellebuyck appeared first on HEAVY.
Business Briefcase: Open-air downtown farm market continues
SHENANDOAH — Schuylkill County’s longest running seasonal outdoor downtown farm market continues its popular run 8 a.m. to noon Tuesdays and Fridays through November along the east side of the first block of South Main Street. Launched in t…
Tickets on sale now for 49 Winchester's Charlottesville show next year
49 Winchester, a homegrown Virginia country rock band, is the first band announced for Ting Pavilion's 2027 lineup. Tickets are on sale now.
‘Dream big’: The Seattle-area kids and teens launching businesses
Some among the Seattle area's Generation Z and Alpha age groups are diving headfirst into entrepreneurship.
Browns QB Shedeur Sanders Pegged for Deadline Exit
The Browns are approaching a quarterback decision that could reshape their roster before the trade deadline. The post Browns QB Shedeur Sanders Pegged for Deadline Exit appeared first on HEAVY.
I Tried TikTok’s Viral Pea Salad to ‘Fibermaxx’ My Lunch—and It Didn’t Quite Go According to Plan
There can be too much of a good thing, as my gut found out firsthand.
Gyökeres May Not Be Scoring, But He’s Helping Arsenal Win
Viktor Gyökeres is still waiting for his first Premier League goal of the season, and for a striker of his reputation, that’s always going to attract attention.But are we becoming too focused on wh...
Women's FA Cup clash against Rotherham United postponed
Following a pitch inspection at the BD Community Stadium, this afternoon's First Round Women's FA Cup clash between Leeds United Women and Rotherham United Women has been postponed.An update on the re...
WSL: Crystal Palace host Chelsea in first of five games
Follow live coverage of Crystal Palace host Chelsea in the first of five Women's Super League games on Sunday.
Powers Health Community Hospital Achieves Statewide Milestone in Treating Heart Valve Conditions
Powers Health Community Hospital has successfully performed Indiana’s first procedure using the SAPIEN M3™ transcatheter mitral valve replacement (TMVR) system, a minimally invasive treatment for …
Gov. Meyer announces the inclusion of the Verizon BEAD Project
Governor Matt Meyer announced the addition of the Verizon Broadband Equity, Access, and Deployment (BEAD) project to the JobsFirst Accelerator program.
Steelers vs Saints live updates, TV info, start time, stream NFL Paris game
The Steelers are in the middle of a AFC North divisional dog fight as they look to win the first NFL regular season game on French soil.
Dana White Praises Merab Dvalishvili After UFC 333
UFC president Dana White praised bantamweight fighter Merab Dvalishvili following his fight against Petr Yan at UFC 333.In the trilogy championship bout between Yan and Dvalishvili, the two long-time rivals went the full 25 minutes and put on an absolute show as they went back and forth for five rounds before Yan ultimately edged out […] The post Dana White Praises Merab Dvalishvili After UFC 333 appeared first on HEAVY.
Vikings Handed Realistic Trade Idea for Colts’ Jonathan Taylor
The Minnesota Vikings are one of the potential trade destinations in the speculation conversation regarding Indianapolis Colts running back Jonathan Taylor. Moreover, the Vikings could push the Colts to become sellers if they defeat them in Week 7.If Minnesota does move to 6-0 and pushes the Colts to put up a “For Sale” sign on […] The post Vikings Handed Realistic Trade Idea for Colts’ Jonathan Taylor appeared first on HEAVY.
Hurricanes Tried to Acquire Forward in Hellebuyck Trade Push
The Carolina Hurricanes tried to land a forward, as they looked to make a serious push for Connor Hellebuyck. The post Hurricanes Tried to Acquire Forward in Hellebuyck Trade Push appeared first on HEAVY.
Takeaways from BYU’s Exhibition Win Over UNLV
BYU finished off its preseason slate with an 89-77 exhibition road win over UNLV Saturday afternoon in Las Vegas. BYU won a closed scrimmage 102-53 versus Long Beach State, beat Nebraska 72-61 last week, and closed things out with a double-digit win over the Rebels. BYU trailed 42-30 late in the first half, but ended […]
Leafs’ Gavin McKenna Reveals True Thoughts On Connor McDavid
The Toronto Maple Leafs and Edmonton Oilers are facing one another in a Saturday evening showdown at Edmonton’s Rogers Place, marking the first time in the career of rookie forward Gavin McKenna that he’s facing Edmonton superstar captain Connor McDavid.McKenna, who has previously trained with McDavid over the summer, remains as much in awe of […] The post Leafs’ Gavin McKenna Reveals True Thoughts On Connor McDavid appeared first on HEAVY.
Instagram Launches Apple TV App With Reels and More
Instagram is now available on the Apple TV, bringing Reels, longer videos, and live shows via the platform to Apple's streaming device for the first time. The Instagram app for Apple TV lets users watch content from their favorite creators, discover videos, and resume watching across devices. Instagram describes the app as a way to watch together with friends and family, extending its video experience to the television. The app appears to have launched on October 23.
Browns sign Maliek Collins to $30 million extension
The Cleveland Browns have secured one of their standout defensive players for the future before their next game against the Tennessee Titans . Cleveland defensive tackle Maliek Collins has agreed to a two-year contract extension worth $30 million. According to NFL insider Ian Rapoport, Collins’ agent, Drew Rosenhaus, confirmed the agreement to him […] The post Browns sign Maliek Collins to $30 million extension appeared first on ClutchPoints.
Kochetkov Earns Shutout
Pyotr Kochetkov improved his record to 7-0-0 with a 24 save shutout and the Carolina Hurricanes defeated the St. Louis Blues on Saturday night, 4-0. The Hurricanes now have a 9-2-2 record and their 20 points put them at first place in the league, (for now). The Canes finished up their road trip with a […]
Argentina should host World Cup
SPAIN are a coming force in world rugby and I welcome their bid to host the World Cup. However I think Argentina should win the vote as they have been a true force on the world stage for a long time. It would be ground breaking to take the event to South America. Either bid […] The post Argentina should host World Cup appeared first on The Rugby Paper .
1 player Eagles must target at 2026 NFL trade deadline
If the Philadelphia Eagles make any more trades before the 2026 trade deadline , it should almost certainly be as sellers, not buyers. Now sure, could Roseman find a bargain on the margins and make a move, like if a team is willing to take a conditional seventh-round pick for a player at a position of need – safety, anyone? -instead of releasing […] The post 1 player Eagles must target at 2026 NFL trade deadline appeared first on ClutchPoints.
Latest Karl-Anthony Towns Update is Good News For Warriors
The Golden State Warriors need to find creative routes to improve the roster with Stephen Curry starting to hit the late chapters of his career. NBA pundits have started to question whether the New York Knicks will retain Karl-Anthony Towns. Recent reports have shown Towns and the Knicks far apart on the extension talks of […] The post Latest Karl-Anthony Towns Update is Good News For Warriors appeared first on HEAVY.
Rui Hachimura Showed Love To Lakers After Clippers Debut
The end of Rui Hachimura’s time with the Los Angeles Lakers saw him choosing to sign with the same town rival. Hachimura joined the Los Angeles Clippers in NBA free agency and played his first game against the Lakers last night. Despite losing the game, Hachimura was in positive spirits afterwards when asked about the […] The post Rui Hachimura Showed Love To Lakers After Clippers Debut appeared first on HEAVY.
Michigan’s Kyle Whittingham Pinpoints 3 Costly Failures Behind Indiana Loss
The Michigan Wolverines had enough defensive resistance to push Indiana into overtime, but their offense never supplied the breakthrough needed to finish the job. Following the 13-6 defeat, coach Kyle Whittingham offered a straightforward explanation of where the game slipped away. His assessment centered on three problems that Michigan could not overcome.Whittingham pointed to the […] The post Michigan’s Kyle Whittingham Pinpoints 3 Costly Failures Behind Indiana Loss appeared first on HEAVY.
FAU star receiver achieves historic feat with 5-TD performance
The FAU Owls set themselves apart in college football history following a spectacular performance from Easton Messer in their 51-49 win over the Rice Owls on Saturday afternoon. Messer is going through the final season of his collegiate career, his second with the Owls. He shines as one of the best receivers in the nation, ranking high with a lot […] The post FAU star receiver achieves historic feat with 5-TD performance appeared first on ClutchPoints.
Bethune-Cookman scores wild upset victory over Jackson State
The 2026 football season has delivered upsets and stunning losses, but this one might be the most shocking. Over the past two seasons, Bethune-Cookman has gained momentum as a formidable SWAC East contender, but it needed a definitive win over one of the conference’s top teams to prove its worth . Today, that victory came. Bethune-Cookman secured a […] The post Bethune-Cookman scores wild upset victory over Jackson State appeared first on ClutchPoints.
Jacksonville Jaguars’ Major Offensive Issue After 4-2 Start Revealed
The Jacksonville Jaguars’ 4-2 start has been overshadowed by a recurring offensive problem, as penalties continue to erase scoring opportunities and disrupt drives. Costly infractions have prevented the team from maximizing its production, raising concerns about discipline as Jacksonville looks to remain competitive in the AFC. The Jaguars have already had three touchdowns wiped off […] The post Jacksonville Jaguars’ Major Offensive Issue After 4-2 Start Revealed appeared first on Gridiron Heroi
Browns Star Denzel Ward Drops 2-Word Message on Injury
Denzel Ward offered a two-word update after a late-week hand injury, as the Browns received encouraging news on several other key defenders. The post Browns Star Denzel Ward Drops 2-Word Message on Injury appeared first on HEAVY.
Bell County early voting reaches 42,964 ballots through Saturday
Bell County voters cast 7,523 ballots on Saturday, Oct. 24, pushing the cumulative early voting turnout to 42,964 through the first six days of voting.
Lakers’ Dalton Knecht Trade to Bucks Collapsed Over Surprising Demand
The Lakers' proposed Dalton Knecht trade with Milwaukee fell apart over one demand, leaving a potential frontcourt upgrade unrealized. The post Lakers’ Dalton Knecht Trade to Bucks Collapsed Over Surprising Demand appeared first on HEAVY.
New evidence suggests spinosaurus spent most of its life underwater
Millions of years after animals first conquered land, some took an extraordinary evolutionary U-turn and returned to the water. Using machine learning and thousands of fossil measurements, Yale scientists have uncovered surprising clues about which prehistoric creatures truly became aquatic. Their findings suggest that Spinosaurus spent most of its life underwater, while some ancient marine reptiles previously thought to be fully aquatic actually spent considerable time on land.
UCF outlasts No. 2 BYU in 2OT, notches first top-5 win in program history: 'That's the weirdest end of a game I've ever seen'
Scott Frost's Knights came out on top of a doozy.
Skip Bayless Has Bold Vikings Declaration After Bears Win
Skip Bayless doubled down on his belief that the Minnesota Vikings will win the NFC North despite the Chicago Bears’ recent victory, keeping the division race firmly in the spotlight. The outspoken sports commentator’s prediction signals that he remains confident in Minnesota’s chances as the NFC North contenders continue to battle for position. The Bears’ […] The post Skip Bayless Has Bold Vikings Declaration After Bears Win appeared first on Gridiron Heroics.
CBS Sports Just Handed Clemson a Brutal Midseason Grade (And They Aren’t Wrong)
CLEMSON, S.C. — Clemson football is surviving in the ACC championship race, but its on-field product isn’t fooling national evaluators. In CBS Sports’ midseason report card, college football analyst Chip Patterson handed the Tigers a “D”—a harsh indictment of the gap between their 4-2 overall record (2-1 ACC) and the lackluster quality of football they […] The post CBS Sports Just Handed Clemson a Brutal Midseason Grade (And They Aren’t Wrong) appeared first on HEAVY.
Pittsburgh Penguins Face Another Key Absence Against Predators
The Pittsburgh Penguins are gearing up to take the ice on Saturday and will be without one of their key skaters against the Nashville Predators.Per Pens Inside Scoop, “Dan Muse said that Evgeni Malkin (illness) will not play tonight, so Avery Hayes is in. And Arturs Silovs will start in goal against Nashville.”The former is […] The post Pittsburgh Penguins Face Another Key Absence Against Predators appeared first on HEAVY.
Tiger Woods Gets Double Good News as Vanessa Trump Shares Health Update
Tiger Woods remains a presence in golf through his playing career, business ventures, and course-design work. His TGR Design firm has worked on several projects, while a proposed development in Northern Ireland has attracted attention from the golf industry.Away from golf, Woods has also drawn public interest through his relationship with Vanessa Trump. The couple […] The post Tiger Woods Gets Double Good News as Vanessa Trump Shares Health Update appeared first on HEAVY.
Vikings planning big Jordan Mason decision ahead of Week 7
The Minnesota Vikings plan to activate running back Jordan Mason from injured reserve ahead of Sunday’s Week 7 matchup against the Indianapolis Colts , provided everything goes well Saturday. ESPN’s Jeremy Fowler reported Saturday via X, formerly known as Twitter, that Minnesota expects to bring Mason back after a four-game absence. “Vikings plan […] The post Vikings planning big Jordan Mason decision ahead of Week 7 appeared first on ClutchPoints.
In first midterm rally, Obama blasts Trump administration
Democrats have embraced the former president as their most effective closing messenger in the final weeks of the high-stakes midterm campaign.
Kansas stuns Baylor 25-24 thanks to blocked field goal
— The Kansas Jayhawks got their first win in Big 12 play in dramatic fashion on Saturday.
Trump casts his midterm ballot early in Florida
President Donald Trump has cast his ballot in the midterm elections, voting for all Republicans in Florida before speaking at a Georgia rally. Trump and first lady Melania Trump arrived
Los Angeles health authorities report 2nd second rabies-positive raccoon
In a follow-up on the report a rabies-positive raccoon found in Los Angeles County, the first in more than 5 decades, the LA County Department of Public Health is investigating a second rabies-positive raccoon found in the Westlake Village area of Los Angeles County. Public Health has confirmed that the first raccoon was positive for a variant of rabies typically found in bats. Strain testing for the second raccoon is currently pending. The second rabid raccoon was found in a backyard in the vicinity of where the first raccoon was reported and appeared sick and aggressive. No residents or pets were exposed to the raccoon. Two people at a worksite may have been exposed to the raccoon and are receiving recommended follow-up for rabies post-exposure prophylaxis. The World’s Deadliest Viruses Prior to these detections, the last confirmed rabid raccoon in Los Angeles County was detected in 1973, when the skunk variant (strain) of rabies was still present in the County. That strain has not been detected in Los Angeles County since 1979. In 2014, a skunk infected with the bat variant of rabies was detected in Long Beach. “The detection of rabies in another raccoon is an important reminder to never touch, handle, or feed any wild animals, even when they appear healthy,” said Muntu Davis, MD, MPH, Los Angeles County Health Officer. “Always keep a safe distance from wildlife and contact your local animal control if you encounter an animal that appears to be sick, injured, or behaving unusually. It is also critical to ensure your pets are up to date on rabies vaccination so they are protected before any potential exposure. Keeping your pets vaccinated is one of the most important steps you can take to protect your entire family.” Outbreak News Today is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Subscribe
How to watch every “Rambo” movie in order, from “First Blood ”to “Last Blood”
They drew first blood, not him.
How to watch every ‘Rambo’ movie in order, from ‘First Blood’ to ‘Last Blood’
The ‘Rambo’ franchise spans five movies and more than 40 years, with a prequel on the way in 2027. Revisit Sylvester Stallone’s action-packed saga, from ‘First Blood’ to ‘Last Blood.’
Packers Star Reveals Turning Point After Brutal Start to Season
Green Bay Packers safety Evan Williams pointed to the team’s Week 3 loss to the Atlanta Falcons as the moment the defense raised its standards after an uneven start.The Packers entered that Thursday Night Football game at 1-1. They had dropped their opener to the Minnesota Vikings before beating the New York Jets in overtime. […] The post Packers Star Reveals Turning Point After Brutal Start to Season appeared first on HEAVY.
‘Optimus Prime: Awakening’ review: Peter Cullen delivers an emotional performance | Texas A&M University-San Antonio
“Optimus Prime: Awakening” is a 12-minute short film that was screened alongside the 40th anniversary theatrical re-release of “The Transformers: The Movie.” Released in 1986 after the first two seasons of the animated series, “The Transformers: The Movie” returned to theaters in 2026 as part of Hasbro’s yearlong “Apology Tour.” The marketing campaign celebrated the...
Multiple Browns injury updates surface ahead of Week 7 matchup
The Cleveland Browns made several roster moves Saturday ahead of their Week 7 matchup against the Tennessee Titans , activating running back Dylan Sampson from injured reserve while placing offensive guard Teven Jenkins on injured reserve. ESPN’s Adam Schefter reported Saturday via X, formerly known as Twitter, that Cleveland also elevated […] The post Multiple Browns injury updates surface ahead of Week 7 matchup appeared first on ClutchPoints.
Vikings Linked to Potential Sleeper Running Back Trade
The Minnesota Vikings are one of the only unbeaten teams left in the NFL entering Week 7 action. Coming off of their bye week, Kevin O’Connell’s team will face off against the Indianapolis Colts at home on Sunday afternoon. So far this season, the Vikings have looked the part of a legitimate contender in the […] The post Vikings Linked to Potential Sleeper Running Back Trade appeared first on Gridiron Heroics.
Pumpkin Science Lab in Reading combines messy fun, learning
Children put their pumpkin predictions to the test during Berks Nature’s first Pumpkin Science Lab at The Nature Place.
Packers activate Josh Jacobs
Packers running back Josh Jacobs is set to make his first appearance of the 2026 season.
Rep. Lisa McClain: Rural Michiganians deserve first-class healthcare
No law can make Michigan smaller. But we can make healthcare more accessible in rural communities and use modern technologies to make those miles matter less.
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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