Peter Kafka

@pkafka ↗

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Last Checked Jan. 5, 2023

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Tue Nov 29 18:11:17 +0000 2022

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Peter Kafka @pkafka

AMC is also a difficult acquisition target: It doesn’t own some of its most valuable shows, and its reliance on cable fees makes it less appealing to the Amazons and Apples of the world, who don’t want to own declining linear cable assets. — PolitiTweet.org

Posted Nov. 29, 2022

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Peter Kafka @pkafka

AMC played a major role in TV’s Golden Age/Streaming Age (Mad Men + Breaking Bad + Walking Dead) but its actual business has been undersized forever (squint to find it below, on the bottom right): https://t.co/Dd47OEAIwg — PolitiTweet.org

Posted Nov. 29, 2022

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Peter Kafka @pkafka

AMC execs have been trying to muddle through with their own niche streamers (Shudder, Acorn, etc) but that’s not enough, especially in an era where Wall Street no longer rewards you for simply streaming. Which brings us to today. — PolitiTweet.org

Posted Nov. 29, 2022