Latest / Kids Media Club Podcast / Netflix Kids Content: Paw Patrol, SpongeBob, Cocomelon and What the 2025 Streaming Data Really Tells Us — with Emily

Transcript

Netflix Kids Content: Paw Patrol, SpongeBob, Cocomelon and What the 2025 Streaming Data Really Tells Us — with Emily · Kids Media Club Podcast

• 0:01
  The
• 0:01
  Kids
• 0:01
  Media
• 0:01
  Club
• 0:02
  podcast
• 0:02
  is
• 0:02
  open
• 0:03
  for
• 0:03
  sponsorship
• 0:03
  and
• 0:04
  we're
• 0:04
  changing
• 0:04
  things
• 0:04
  up
• 0:05
  a
• 0:05
  little
• 0:05
  bit
• 0:05
  where
• 0:05
  we're
• 0:05
  going
• 0:05
  to
• 0:06
  be
• 0:06
  offering
• 0:06
  feature
• 0:06
  episodes
• 0:07
  ahead
• 0:07
  of
• 0:07
  major
• 0:08
  industry
• 0:08
  events
• 0:09
  like
• 0:09
  Licensing
• 0:09
  Expo,
• 0:10
  Annecy,
• 0:11
  ble,
• 0:12
  mipcom,
• 0:12
  Toy
• 0:13
  Fair,
• 0:13
  and
• 0:13
  more.
• 0:14
  Why
• 0:14
  don't
• 0:14
  you
• 0:15
  strategically
• 0:15
  put
• 0:15
  a
• 0:15
  conversation
• 0:16
  in
• 0:16
  the
• 0:16
  ears
• 0:16
  of
• 0:17
  your
• 0:17
  stakeholders
• 0:17
  before
• 0:18
  these
• 0:18
  events
• 0:18
  so
• 0:18
  you
• 0:18
  can
• 0:19
  warm
• 0:19
  up
• 0:19
  conversations
• 0:19
  before
• 0:20
  you
• 0:20
  go?
• 0:21
  Reach
• 0:21
  out
• 0:21
  to
• 0:21
  us
• 0:21
  individually
• 0:22
  on
• 0:22
  LinkedIn
• 0:23
  or
• 0:23
  drop
• 0:24
  us
• 0:24
  an
• 0:24
  email
• 0:24
  at
• 0:25
  infoidsmediaclubpodcast.com
• 0:29
  hello,
• 0:29
  and
• 0:29
  welcome
• 0:30
  to
• 0:30
  a
• 0:30
  bonus
• 0:31
  episode
• 0:31
  of
• 0:32
  Paddy's
• 0:32
  Media
• 0:33
  Club.
• 0:33
  I'm
• 0:34
  Andy
• 0:34
  Williams.
• 0:35
  Welcome
• 0:36
  along.
• 0:36
  I'm
• 0:36
  Jo
• 0:36
  Redfern
• 0:37
  and
• 0:37
  fresh
• 0:38
  out
• 0:38
  of
• 0:38
  swimming
• 0:39
  around
• 0:39
  in
• 0:39
  copious
• 0:39
  amounts
• 0:40
  of
• 0:40
  Guinness
• 0:41
  because
• 0:41
  it's
• 0:41
  been
• 0:42
  Paddy's
• 0:43
  Day
• 0:43
  week.
• 0:43
  Today
• 0:44
  we're
• 0:45
  talking
• 0:45
  to
• 0:45
  Emily
• 0:45
  and
• 0:46
  we're
• 0:46
  going
• 0:46
  to
• 0:46
  swim
• 0:46
  around
• 0:46
  in
• 0:47
  some
• 0:47
  data.
• 0:48
  How
• 0:48
  are
• 0:48
  you
• 0:48
  getting
• 0:48
  on,
• 0:48
  Emily?
• 0:49
  Oh,
• 0:49
  my
• 0:49
  God.
• 0:50
  That
• 0:50
  sums
• 0:51
  up
• 0:51
  my
• 0:51
  week
• 0:51
  perfectly.
• 0:52
  Swimming
• 0:52
  around
• 0:52
  in
• 0:52
  Guinness
• 0:52
  and
• 0:53
  swimming
• 0:53
  around
• 0:53
  in
• 0:53
  Netflix
• 0:54
  data.
• 0:54
  Yeah,
• 0:55
  I'm
• 0:55
  doing
• 0:55
  okay.
• 0:56
  I'm
• 0:56
  living
• 0:56
  the
• 0:57
  maximalistic
• 0:57
  version
• 0:58
  of
• 0:58
  my
• 0:58
  life.
• 0:59
  And
• 0:59
  yeah,
• 1:00
  in
• 1:00
  addition
• 1:01
  to
• 1:01
  it
• 1:01
  being
• 1:01
  Paddy's
• 1:01
  Day,
• 1:02
  which
• 1:02
  was
• 1:02
  an
• 1:02
  absolutely
• 1:03
  stonker
• 1:03
  for
• 1:04
  Paddy's
• 1:04
  Day
• 1:04
  here
• 1:05
  in
• 1:05
  Dublin
• 1:06
  with
• 1:06
  the
• 1:06
  sun
• 1:06
  shining,
• 1:08
  I
• 1:08
  have
• 1:08
  published
• 1:09
  my
• 1:09
  latest
• 1:10
  Netflix
• 1:10
  Kids
• 1:11
  content
• 1:11
  performance
• 1:11
  report,
• 1:12
  which
• 1:13
  has
• 1:13
  been
• 1:13
  in
• 1:13
  the
• 1:13
  works
• 1:14
  since
• 1:14
  Netflix
• 1:14
  dropped
• 1:14
  their
• 1:14
  engagement
• 1:15
  data
• 1:16
  in
• 1:16
  January.
• 1:18
  And
• 1:19
  yeah,
• 1:20
  I
• 1:20
  say
• 1:20
  it
• 1:20
  every
• 1:20
  time.
• 1:21
  The
• 1:21
  latest
• 1:21
  report
• 1:22
  we
• 1:22
  do
• 1:22
  is
• 1:23
  my
• 1:23
  favorite
• 1:23
  one
• 1:23
  yet.
• 1:26
  I've
• 1:26
  never,
• 1:26
  never
• 1:26
  not
• 1:27
  satisfied
• 1:27
  by
• 1:28
  the
• 1:28
  experience.
• 1:28
  It's
• 1:29
  a
• 1:29
  very
• 1:29
  satisfying
• 1:30
  experience.
• 1:30
  I
• 1:30
  was
• 1:31
  saying
• 1:31
  to
• 1:31
  the
• 1:31
  team,
• 1:31
  it's
• 1:31
  satisfying.
• 1:32
  I
• 1:32
  was
• 1:32
  like,
• 1:32
  it's
• 1:32
  not.
• 1:33
  It's
• 1:33
  fun.
• 1:33
  Maybe
• 1:34
  not
• 1:34
  some
• 1:34
  of
• 1:34
  it's
• 1:34
  fun,
• 1:35
  but
• 1:36
  it's
• 1:36
  definitely
• 1:36
  satisfying.
• 1:37
  So,
• 1:37
  yeah,
• 1:39
  it's
• 1:39
  been
• 1:39
  another
• 1:40
  really
• 1:40
  interesting
• 1:41
  round
• 1:41
  of
• 1:41
  data,
• 1:41
  another
• 1:43
  validating
• 1:43
  moment
• 1:44
  of
• 1:44
  looking
• 1:44
  at
• 1:44
  what's
• 1:45
  happening
• 1:45
  and
• 1:45
  going,
• 1:45
  I'm
• 1:46
  so
• 1:46
  glad
• 1:46
  we're
• 1:46
  looking
• 1:47
  because
• 1:47
  there's
• 1:47
  lots
• 1:47
  and
• 1:48
  lots
• 1:48
  to
• 1:48
  see.
• 1:48
  So
• 1:49
  they're
• 1:49
  the
• 1:50
  new
• 1:50
  number.
• 1:51
  What
• 1:51
  were
• 1:51
  the
• 1:51
  key
• 1:51
  standouts?
• 1:54
  Easy,
• 1:54
  you
• 1:54
  two.
• 1:55
  See,
• 1:55
  we
• 1:55
  just
• 1:55
  want
• 1:55
  to
• 1:55
  get
• 1:56
  into
• 1:56
  it.
• 1:56
  We
• 1:56
  have
• 1:56
  questions.
• 1:57
  Yeah,
• 1:58
  we
• 1:58
  have
• 1:58
  some
• 1:58
  questions.
• 1:59
  Cool.
• 2:00
  No,
• 2:00
  the
• 2:01
  key
• 2:01
  thing
• 2:01
  is
• 2:02
  so
• 2:02
  Paw
• 2:02
  Patrol's
• 2:02
  number
• 2:03
  one,
• 2:03
  the
• 2:03
  number
• 2:03
  one
• 2:03
  show
• 2:04
  by
• 2:05
  air,
• 2:05
  is
• 2:05
  viewed.
• 2:08
  It
• 2:08
  saw
• 2:09
  a
• 2:09
  US
• 2:09
  window
• 2:10
  that
• 2:10
  hit
• 2:10
  in
• 2:10
  July
• 2:11
  of
• 2:11
  2025,
• 2:12
  which
• 2:12
  obviously
• 2:13
  opened
• 2:13
  it.
• 2:13
  It
• 2:13
  was
• 2:14
  its
• 2:14
  first
• 2:14
  US
• 2:14
  Netflix
• 2:15
  window
• 2:16
  and
• 2:17
  opened
• 2:17
  it
• 2:17
  up
• 2:17
  to
• 2:17
  a
• 2:18
  massive
• 2:18
  audience.
• 2:18
  On
• 2:18
  Netflix,
• 2:19
  as
• 2:19
  the
• 2:19
  most
• 2:20
  dominant
• 2:20
  streamer
• 2:20
  in
• 2:21
  the
• 2:21
  U.S.
• 2:23
  it
• 2:23
  underscores
• 2:24
  how
• 2:25
  competitive
• 2:26
  preschool
• 2:27
  is.
• 2:27
  The
• 2:27
  preschool
• 2:28
  segment
• 2:28
  is
• 2:28
  right.
• 2:29
  So
• 2:29
  preschool
• 2:29
  in
• 2:30
  2025,
• 2:30
  it
• 2:31
  used
• 2:31
  to
• 2:31
  be
• 2:31
  dominated
• 2:32
  by
• 2:32
  Kokomile.
• 2:33
  We've
• 2:33
  had.
• 2:34
  This
• 2:34
  is
• 2:34
  the
• 2:34
  second
• 2:34
  new
• 2:35
  number
• 2:35
  one
• 2:35
  we've
• 2:35
  had.
• 2:35
  So
• 2:36
  we
• 2:36
  had
• 2:36
  Gabby's
• 2:37
  Dollhouse
• 2:37
  in
• 2:37
  H1,
• 2:38
  2025.
• 2:38
  Now
• 2:39
  we
• 2:39
  have
• 2:39
  Paw
• 2:39
  Patrol
• 2:39
  in
• 2:39
  H2.
• 2:40
  Gabby
• 2:41
  still
• 2:41
  wins
• 2:41
  out
• 2:42
  number
• 2:42
  one
• 2:42
  for
• 2:42
  the
• 2:42
  whole
• 2:43
  year
• 2:43
  of
• 2:43
  2025.
• 2:45
  And
• 2:45
  obviously
• 2:45
  Ms.
• 2:45
  Rachel
• 2:47
  landed
• 2:47
  on
• 2:48
  Netex
• 2:48
  in
• 2:48
  2025
• 2:49
  and
• 2:49
  continues
• 2:50
  to
• 2:50
  consolidate
• 2:50
  her
• 2:50
  position
• 2:51
  in
• 2:51
  terms
• 2:51
  of
• 2:52
  success
• 2:52
  and
• 2:52
  streaming
• 2:53
  engagement.
• 2:54
  So
• 2:54
  she
• 2:54
  has
• 2:55
  gone
• 2:55
  from
• 2:55
  number
• 2:55
  six
• 2:55
  to
• 2:55
  number
• 2:56
  four.
• 2:57
  So,
• 2:57
  yeah,
• 2:57
  it's.
• 2:58
  The
• 2:58
  preschool
• 2:59
  is
• 2:59
  super,
• 3:01
  super
• 3:02
  competitive,
• 3:02
  which
• 3:02
  is,
• 3:03
  makes
• 3:03
  it
• 3:04
  really
• 3:04
  exciting.
• 3:04
  Sorry,
• 3:05
  I
• 3:05
  might
• 3:06
  be
• 3:06
  a
• 3:06
  loser
• 3:06
  of
• 3:06
  my
• 3:06
  own
• 3:06
  in
• 3:06
  that.
• 3:07
  But
• 3:07
  like,
• 3:07
  that's
• 3:07
  one
• 3:07
  of
• 3:07
  the
• 3:07
  things
• 3:08
  that
• 3:08
  is
• 3:09
  so,
• 3:09
  so
• 3:09
  fun
• 3:10
  about
• 3:10
  going
• 3:10
  diving
• 3:10
  in
• 3:11
  the
• 3:11
  data
• 3:11
  is
• 3:11
  that
• 3:11
  like,
• 3:12
  yeah,
• 3:12
  we're
• 3:13
  seeing
• 3:13
  new
• 3:13
  things
• 3:13
  each
• 3:13
  time
• 3:14
  and
• 3:14
  it's,
• 3:14
  it's
• 3:15
  just,
• 3:15
  yeah,
• 3:15
  it's,
• 3:16
  it's
• 3:16
  not
• 3:16
  a,
• 3:16
  it's
• 3:16
  not
• 3:17
  a
• 3:17
  one,
• 3:17
  a
• 3:18
  one
• 3:18
  horse
• 3:18
  race
• 3:18
  by
• 3:19
  any
• 3:19
  means.
• 3:19
  It's
• 3:19
  a
• 3:20
  10
• 3:20
  or
• 3:20
  15
• 3:20
  horse
• 3:21
  race.
• 3:21
  So
• 3:21
  that's
• 3:22
  really
• 3:22
  cool.
• 3:24
  I,
• 3:24
  I
• 3:24
  have
• 3:25
  a
• 3:25
  question
• 3:25
  about
• 3:27
  kind
• 3:27
  of
• 3:28
  volume
• 3:28
  tonnage,
• 3:29
  if
• 3:29
  you
• 3:29
  like,
• 3:30
  because
• 3:31
  when
• 3:31
  you
• 3:32
  shared
• 3:32
  your
• 3:32
  key
• 3:33
  takeaways,
• 3:34
  Sesame
• 3:35
  street
• 3:36
  as
• 3:36
  one
• 3:36
  of
• 3:36
  the
• 3:37
  most
• 3:37
  recognized
• 3:38
  children's
• 3:39
  brands
• 3:39
  on
• 3:39
  the
• 3:39
  planet,
• 3:41
  performed
• 3:42
  modestly,
• 3:43
  shall
• 3:43
  we
• 3:43
  say.
• 3:44
  And
• 3:44
  I
• 3:45
  just
• 3:45
  wondered
• 3:45
  if
• 3:45
  you
• 3:46
  could
• 3:46
  talk
• 3:46
  to
• 3:46
  us.
• 3:46
  What
• 3:47
  does
• 3:47
  it
• 3:47
  tell
• 3:47
  us
• 3:47
  about
• 3:47
  the
• 3:48
  kind
• 3:48
  of
• 3:48
  limits
• 3:49
  of
• 3:49
  tonnage
• 3:49
  on
• 3:50
  a
• 3:50
  platform
• 3:50
  like
• 3:50
  Netflix?
• 3:51
  Tonnage,
• 3:51
  I
• 3:51
  love
• 3:52
  that.
• 3:53
  Yeah.
• 3:54
  Sesame
• 3:54
  street
• 3:54
  obviously
• 3:55
  is
• 3:55
  so,
• 3:57
  so
• 3:57
  well
• 3:58
  known,
• 3:58
  I
• 3:58
  think,
• 3:58
  very
• 3:58
  embedded
• 3:59
  in
• 3:59
  the
• 3:59
  heads
• 3:59
  of,
• 4:00
  you
• 4:00
  know,
• 4:00
  both
• 4:00
  parents
• 4:01
  and
• 4:01
  media,
• 4:02
  media
• 4:02
  execs
• 4:03
  worldwide
• 4:04
  because
• 4:04
  of
• 4:05
  our
• 4:05
  vintage.
• 4:07
  It
• 4:07
  launched
• 4:08
  with
• 4:08
  just
• 4:08
  a
• 4:08
  few
• 4:08
  episodes
• 4:09
  actually
• 4:09
  on
• 4:09
  Netflix
• 4:11
  last
• 4:11
  in
• 4:12
  HD
• 4:12
  2025.
• 4:13
  And
• 4:13
  it's
• 4:14
  recently,
• 4:15
  just
• 4:15
  this
• 4:15
  week,
• 4:15
  dropped
• 4:16
  a
• 4:16
  new
• 4:16
  season.
• 4:17
  And
• 4:17
  so
• 4:18
  there
• 4:18
  is
• 4:18
  a
• 4:18
  question
• 4:18
  as
• 4:18
  to
• 4:18
  whether
• 4:19
  that
• 4:19
  volume
• 4:19
  of
• 4:19
  episodes
• 4:20
  plays
• 4:20
  into
• 4:20
  it
• 4:21
  Now.
• 4:21
  It's
• 4:21
  interesting
• 4:21
  because
• 4:22
  it
• 4:22
  was
• 4:22
  four
• 4:23
  episodes
• 4:23
  of
• 4:23
  around
• 4:23
  30,
• 4:24
  so
• 4:24
  around
• 4:24
  two
• 4:25
  hours
• 4:25
  of
• 4:25
  volume
• 4:26
  or
• 4:26
  tonnage
• 4:27
  as
• 4:28
  Jo
• 4:28
  Redfern
• 4:29
  has
• 4:29
  now
• 4:30
  coined.
• 4:34
  Yeah,
• 4:35
  it's
• 4:35
  interesting.
• 4:36
  So
• 4:36
  from
• 4:37
  one
• 4:37
  side,
• 4:38
  we
• 4:38
  definitely
• 4:38
  see
• 4:39
  with
• 4:39
  like
• 4:39
  nursery
• 4:39
  rhyme
• 4:40
  IP
• 4:40
  that
• 4:40
  they
• 4:40
  launch,
• 4:41
  they
• 4:41
  can
• 4:41
  go
• 4:41
  with
• 4:41
  around
• 4:42
  three
• 4:42
  hours
• 4:42
  of
• 4:42
  content
• 4:44
  that
• 4:44
  seems
• 4:45
  to
• 4:45
  serve
• 4:46
  them
• 4:46
  quite
• 4:46
  well.
• 4:47
  Ms.
• 4:48
  Rachel
• 4:48
  also
• 4:48
  didn't
• 4:49
  launch
• 4:49
  with
• 4:49
  a
• 4:49
  ton
• 4:49
  of
• 4:50
  episodes,
• 4:50
  a
• 4:50
  tonnage
• 4:50
  of
• 4:51
  episodes
• 4:52
  and
• 4:52
  still
• 4:52
  managed
• 4:53
  to
• 4:53
  drive.
• 4:53
  But
• 4:53
  definitely
• 4:54
  that
• 4:54
  volume
• 4:54
  and
• 4:55
  that
• 4:55
  depth,
• 4:55
  maybe
• 4:56
  even
• 4:56
  because
• 4:56
  Sesame
• 4:57
  street
• 4:57
  is
• 4:57
  such
• 4:57
  an
• 4:57
  established
• 4:58
  brand,
• 4:58
  is
• 4:58
  something
• 4:59
  that,
• 5:00
  you
• 5:00
  know,
• 5:01
  didn't
• 5:01
  necessarily
• 5:02
  help
• 5:02
  it
• 5:02
  tell
• 5:02
  a
• 5:03
  great
• 5:03
  story
• 5:03
  in
• 5:03
  terms
• 5:03
  of
• 5:04
  the
• 5:04
  engagement
• 5:04
  this
• 5:04
  time.
• 5:05
  I
• 5:05
  mean,
• 5:05
  obviously
• 5:05
  it
• 5:06
  hit
• 5:06
  like
• 5:06
  Netflix
• 5:07
  spotlighted
• 5:07
  it
• 5:07
  themselves
• 5:08
  when
• 5:08
  they
• 5:08
  dropped
• 5:08
  this
• 5:09
  data.
• 5:10
  So
• 5:10
  they
• 5:10
  must,
• 5:10
  I
• 5:11
  guess,
• 5:11
  be
• 5:11
  happy
• 5:11
  with
• 5:11
  it.
• 5:13
  But
• 5:13
  I
• 5:13
  know
• 5:14
  there
• 5:14
  was
• 5:14
  a,
• 5:14
  there
• 5:14
  was
• 5:15
  a
• 5:15
  broader,
• 5:15
  was
• 5:15
  like
• 5:16
  90
• 5:16
  hours,
• 5:16
  I
• 5:16
  think,
• 5:16
  of
• 5:16
  content
• 5:17
  that
• 5:17
  were
• 5:17
  announced
• 5:17
  when
• 5:18
  it
• 5:18
  launched,
• 5:18
  where
• 5:19
  I'M
• 5:19
  like,
• 5:19
  where
• 5:19
  is
• 5:19
  all
• 5:19
  that
• 5:19
  content?
• 5:20
  Like,
• 5:20
  you
• 5:20
  know,
• 5:20
  maybe
• 5:21
  because
• 5:21
  it's
• 5:21
  such
• 5:21
  an
• 5:21
  established
• 5:22
  people,
• 5:22
  there's
• 5:22
  an
• 5:23
  expectation
• 5:23
  to
• 5:23
  go
• 5:23
  a
• 5:24
  bit
• 5:24
  deeper
• 5:25
  and.
• 5:26
  But
• 5:26
  they
• 5:26
  also
• 5:26
  have
• 5:26
  a
• 5:27
  massive
• 5:27
  YouTube
• 5:27
  presence
• 5:28
  that's
• 5:28
  been
• 5:28
  expanding
• 5:28
  in
• 5:29
  the
• 5:29
  last
• 5:29
  while,
• 5:29
  so.
• 5:30
  Yeah.
• 5:31
  And
• 5:31
  then.
• 5:31
  And
• 5:32
  we
• 5:32
  would
• 5:32
  tend
• 5:32
  to
• 5:32
  see
• 5:32
  lower
• 5:33
  volumes
• 5:33
  from
• 5:34
  streaming
• 5:34
  series.
• 5:35
  Right.
• 5:35
  Like,
• 5:35
  this
• 5:35
  is.
• 5:35
  The
• 5:35
  whole
• 5:35
  thing
• 5:36
  about
• 5:36
  streaming
• 5:36
  is
• 5:36
  like,
• 5:37
  back
• 5:37
  in
• 5:37
  the
• 5:37
  day,
• 5:38
  we
• 5:38
  used
• 5:38
  a
• 5:38
  season.
• 5:39
  Used
• 5:39
  to
• 5:39
  be,
• 5:39
  you
• 5:40
  know,
• 5:40
  20
• 5:40
  to
• 5:40
  25
• 5:41
  episodes
• 5:41
  of
• 5:41
  22
• 5:42
  Minutes.
• 5:42
  Yep.
• 5:43
  Streaming.
• 5:44
  Kind
• 5:44
  of
• 5:45
  repositioned
• 5:47
  or
• 5:47
  rebranded
• 5:48
  what
• 5:48
  a
• 5:48
  season
• 5:48
  is.
• 5:49
  And
• 5:49
  so
• 5:50
  seasons
• 5:50
  for
• 5:51
  streaming
• 5:51
  series
• 5:52
  tend
• 5:53
  to
• 5:53
  be
• 5:53
  more
• 5:53
  like
• 5:53
  eight,
• 5:54
  nine
• 5:54
  episodes,
• 5:55
  you
• 5:55
  know,
• 5:55
  sometimes
• 5:56
  six,
• 5:56
  seven,
• 5:56
  eight,
• 5:56
  nine
• 5:56
  episodes
• 5:57
  of
• 5:57
  content.
• 5:58
  So
• 5:58
  that
• 5:58
  kind
• 5:59
  of
• 5:59
  season
• 6:01
  expectation
• 6:01
  is
• 6:02
  there.
• 6:02
  But
• 6:03
  yeah,
• 6:03
  definitely
• 6:04
  Sesame
• 6:04
  street
• 6:05
  with
• 6:05
  the
• 6:05
  four
• 6:05
  episodes
• 6:05
  felt
• 6:06
  a
• 6:06
  bit
• 6:06
  on
• 6:06
  the
• 6:06
  lower
• 6:06
  side.
• 6:07
  I'm
• 6:07
  sure
• 6:07
  it's
• 6:08
  driven
• 6:08
  by
• 6:08
  their
• 6:08
  production
• 6:09
  needs.
• 6:09
  I'm
• 6:09
  sure
• 6:10
  possibly
• 6:10
  that
• 6:10
  type
• 6:11
  of
• 6:11
  volume
• 6:11
  has
• 6:11
  worked
• 6:12
  out
• 6:12
  fine
• 6:12
  for
• 6:12
  them
• 6:13
  before
• 6:14
  where
• 6:14
  they'd
• 6:14
  been
• 6:15
  on
• 6:15
  PBS
• 6:15
  and
• 6:16
  there's
• 6:16
  that
• 6:16
  back
• 6:17
  catalog
• 6:17
  there
• 6:17
  that
• 6:17
  they're
• 6:17
  rotating
• 6:18
  and
• 6:18
  the
• 6:18
  new
• 6:18
  episodes
• 6:19
  come
• 6:19
  in
• 6:19
  and
• 6:19
  whatever.
• 6:20
  But
• 6:21
  yeah,
• 6:21
  it's.
• 6:22
  That
• 6:22
  was.
• 6:22
  That
• 6:22
  was
• 6:22
  an
• 6:22
  interesting
• 6:23
  one.
• 6:23
  And
• 6:23
  as
• 6:24
  I
• 6:24
  said,
• 6:24
  preschool
• 6:25
  is
• 6:25
  so
• 6:25
  competitive.
• 6:26
  Like,
• 6:27
  you
• 6:27
  know,
• 6:28
  that's
• 6:28
  up
• 6:28
  against,
• 6:28
  you
• 6:29
  know,
• 6:29
  as
• 6:29
  I
• 6:29
  said,
• 6:30
  two
• 6:30
  seasons
• 6:30
  of
• 6:30
  Paw
• 6:31
  Patrol
• 6:31
  in
• 6:31
  their
• 6:32
  entirety.
• 6:32
  Hitting.
• 6:33
  Hitting
• 6:33
  Netflix
• 6:33
  us.
• 6:34
  Right.
• 6:34
  And
• 6:34
  that
• 6:34
  is.
• 6:35
  Is.
• 6:35
  That
• 6:35
  is
• 6:35
  tonnage.
• 6:36
  Right.
• 6:36
  Like,
• 6:37
  overtrol
• 6:37
  is
• 6:38
  a
• 6:38
  volumous
• 6:39
  IP
• 6:40
  at
• 6:40
  this
• 6:40
  stage,
• 6:40
  for
• 6:40
  sure.
• 6:42
  So.
• 6:42
  And
• 6:43
  that
• 6:43
  drives
• 6:44
  what.
• 6:44
  What
• 6:44
  we
• 6:44
  tend
• 6:45
  to
• 6:45
  look
• 6:45
  at
• 6:45
  when
• 6:45
  we're
• 6:45
  looking
• 6:46
  at
• 6:46
  seasons
• 6:46
  is
• 6:47
  hours
• 6:47
  viewed
• 6:47
  because
• 6:48
  that
• 6:48
  gives
• 6:49
  you
• 6:49
  a
• 6:49
  real
• 6:49
  sense
• 6:49
  of
• 6:49
  the
• 6:50
  engagement
• 6:50
  value
• 6:50
  of
• 6:51
  it.
• 6:51
  The
• 6:51
  Views
• 6:51
  metric
• 6:52
  is
• 6:54
  helpful
• 6:54
  when
• 6:54
  you're
• 6:54
  comp.
• 6:55
  Comparing,
• 6:55
  you
• 6:56
  know,
• 6:56
  seasons
• 6:56
  or
• 6:57
  movies,
• 6:57
  but
• 6:58
  it
• 6:58
  gets
• 6:58
  the
• 6:58
  view.
• 6:59
  The
• 6:59
  Views
• 6:59
  metric
• 7:00
  becomes
• 7:00
  problematic
• 7:01
  when
• 7:01
  you're
• 7:01
  summing
• 7:02
  seasons.
• 7:03
  And
• 7:03
  yeah,
• 7:04
  my,
• 7:04
  My.
• 7:04
  My
• 7:05
  research
• 7:05
  team
• 7:05
  would.
• 7:06
  My
• 7:06
  research.
• 7:07
  Yeah.
• 7:07
  Colleagues
• 7:07
  would
• 7:08
  get
• 7:08
  into
• 7:08
  the
• 7:08
  detail
• 7:08
  on
• 7:09
  it.
• 7:10
  So,
• 7:11
  yeah,
• 7:12
  you
• 7:12
  know,
• 7:12
  those.
• 7:12
  Something
• 7:13
  like.
• 7:13
  Like
• 7:13
  Paw
• 7:13
  Patrol
• 7:14
  and
• 7:14
  Pepper
• 7:14
  and
• 7:14
  that
• 7:14
  kind
• 7:14
  of
• 7:15
  thing
• 7:15
  drive
• 7:15
  real
• 7:15
  volume
• 7:16
  and.
• 7:16
  And
• 7:16
  things
• 7:16
  like
• 7:17
  Spongebob
• 7:17
  as
• 7:17
  well.
• 7:18
  And
• 7:19
  do
• 7:19
  you
• 7:19
  think
• 7:19
  that.
• 7:20
  So
• 7:21
  did
• 7:21
  Ms.
• 7:21
  Rachel
• 7:22
  manage
• 7:22
  to
• 7:23
  convert
• 7:24
  her
• 7:24
  audience
• 7:25
  from
• 7:25
  YouTube
• 7:27
  onto
• 7:27
  Netflix
• 7:28
  more
• 7:28
  successfully
• 7:29
  than
• 7:31
  Sesame
• 7:31
  street
• 7:32
  has
• 7:32
  up
• 7:32
  to
• 7:32
  this
• 7:33
  point?
• 7:33
  Do
• 7:33
  you
• 7:33
  think
• 7:34
  it's
• 7:34
  just
• 7:34
  a
• 7:35
  different.
• 7:35
  I
• 7:35
  think
• 7:35
  it's
• 7:35
  just
• 7:36
  different.
• 7:36
  Right.
• 7:36
  Like
• 7:38
  they're
• 7:38
  on
• 7:38
  kind
• 7:38
  of
• 7:38
  like
• 7:38
  a
• 7:38
  different
• 7:39
  life
• 7:40
  journey,
• 7:41
  you
• 7:41
  know,
• 7:41
  like,
• 7:42
  we
• 7:42
  can't
• 7:42
  say
• 7:42
  definitively,
• 7:43
  like,
• 7:43
  what
• 7:44
  amount
• 7:44
  of
• 7:45
  audiences
• 7:45
  migrated
• 7:45
  from
• 7:46
  one
• 7:46
  place
• 7:46
  to
• 7:46
  another.
• 7:47
  We
• 7:48
  know
• 7:48
  Ms.
• 7:48
  Racial
• 7:49
  came
• 7:49
  and
• 7:49
  brought
• 7:50
  a
• 7:50
  phenomenal
• 7:50
  amount
• 7:50
  of
• 7:50
  engagement
• 7:51
  and
• 7:51
  continues
• 7:51
  to
• 7:52
  do
• 7:52
  so.
• 7:52
  And
• 7:53
  whether
• 7:53
  that's
• 7:54
  people
• 7:54
  coming.
• 7:55
  Well,
• 7:55
  one
• 7:55
  would
• 7:56
  assume
• 7:56
  it
• 7:56
  is
• 7:56
  at
• 7:56
  least
• 7:57
  Some
• 7:58
  of
• 7:58
  the
• 7:58
  people
• 7:58
  coming
• 7:58
  from
• 7:58
  YouTube
• 7:59
  over
• 7:59
  and
• 8:00
  whether
• 8:00
  they
• 8:00
  watch
• 8:00
  still
• 8:01
  remain
• 8:01
  watching
• 8:01
  in
• 8:01
  both
• 8:02
  is
• 8:02
  a
• 8:02
  question
• 8:02
  possibly
• 8:03
  very
• 8:03
  much
• 8:04
  so
• 8:04
  because
• 8:05
  Netflix
• 8:05
  offer
• 8:05
  the,
• 8:06
  the
• 8:06
  safer
• 8:07
  platform
• 8:07
  for,
• 8:07
  for,
• 8:08
  for
• 8:08
  preschoolers,
• 8:09
  right?
• 8:09
  Like
• 8:10
  scooters
• 8:10
  can't
• 8:10
  go
• 8:10
  off
• 8:11
  a
• 8:11
  rabbit
• 8:11
  hole
• 8:11
  on
• 8:11
  Netflix
• 8:12
  into,
• 8:12
  you
• 8:13
  know,
• 8:13
  I
• 8:13
  mean,
• 8:14
  a
• 8:14
  Miss
• 8:14
  Rachel
• 8:15
  lookalike
• 8:16
  copycat
• 8:16
  who's
• 8:17
  actually,
• 8:17
  you
• 8:18
  know,
• 8:19
  less,
• 8:20
  you
• 8:20
  know,
• 8:20
  at
• 8:20
  best
• 8:21
  less
• 8:21
  quality
• 8:22
  or
• 8:22
  at
• 8:23
  worth
• 8:24
  acting
• 8:24
  in
• 8:24
  a
• 8:24
  nasty,
• 8:25
  nefarious
• 8:26
  way.
• 8:28
  So
• 8:28
  you
• 8:28
  have
• 8:28
  to
• 8:28
  think
• 8:28
  that
• 8:29
  like,
• 8:29
  you
• 8:29
  know,
• 8:29
  Netflix
• 8:30
  is
• 8:30
  the
• 8:30
  safer
• 8:30
  place
• 8:31
  for
• 8:31
  parents
• 8:32
  to
• 8:32
  put
• 8:32
  their
• 8:32
  kids.
• 8:33
  I
• 8:33
  guess
• 8:33
  Sesame
• 8:34
  street
• 8:34
  is
• 8:34
  just,
• 8:34
  it's,
• 8:35
  it's
• 8:35
  such
• 8:35
  a
• 8:35
  legacy,
• 8:36
  right?
• 8:36
  It's
• 8:36
  got
• 8:36
  the
• 8:36
  PBS
• 8:37
  position,
• 8:38
  it's
• 8:38
  got
• 8:39
  link.
• 8:40
  As
• 8:40
  you
• 8:40
  were
• 8:40
  saying
• 8:41
  that
• 8:41
  I
• 8:41
  was,
• 8:41
  I
• 8:41
  was
• 8:42
  thinking
• 8:43
  you
• 8:43
  can
• 8:43
  see
• 8:43
  how
• 8:44
  Ms.
• 8:44
  Rachel
• 8:45
  has
• 8:45
  that
• 8:45
  identity
• 8:46
  as
• 8:46
  being
• 8:46
  a
• 8:47
  creator
• 8:47
  on
• 8:47
  YouTube.
• 8:48
  And
• 8:49
  in
• 8:49
  some
• 8:49
  ways
• 8:49
  that
• 8:49
  move
• 8:50
  to
• 8:50
  Netflix
• 8:51
  gives,
• 8:53
  I
• 8:53
  don't
• 8:53
  know,
• 8:53
  credibility
• 8:54
  or
• 8:55
  that
• 8:55
  kind
• 8:56
  of
• 8:57
  reassurance
• 8:57
  to
• 8:58
  parents.
• 8:58
  Credibility,
• 9:02
  a
• 9:02
  stamp
• 9:02
  of
• 9:02
  credibility.
• 9:03
  Whereas
• 9:04
  those,
• 9:05
  that
• 9:05
  same
• 9:06
  filter
• 9:06
  doesn't
• 9:06
  really
• 9:07
  apply
• 9:07
  to
• 9:07
  Sesame
• 9:08
  street
• 9:08
  in
• 9:08
  the
• 9:08
  same
• 9:08
  way.
• 9:09
  And
• 9:09
  I
• 9:10
  think
• 9:10
  also
• 9:10
  maybe
• 9:11
  another
• 9:11
  consideration
• 9:12
  with
• 9:12
  Sesame
• 9:13
  street
• 9:13
  is
• 9:14
  that
• 9:14
  it
• 9:14
  is
• 9:14
  so
• 9:15
  synonymous
• 9:16
  with
• 9:16
  public
• 9:16
  service
• 9:17
  broadcast
• 9:17
  and
• 9:18
  pbs.
• 9:19
  It
• 9:19
  might
• 9:20
  not
• 9:20
  have
• 9:20
  actually
• 9:21
  registered
• 9:21
  as
• 9:23
  kind
• 9:23
  of
• 9:23
  having
• 9:24
  its
• 9:24
  home
• 9:24
  on
• 9:24
  Netflix
• 9:25
  yet
• 9:25
  given
• 9:26
  that
• 9:26
  it
• 9:26
  was
• 9:27
  only
• 9:27
  four
• 9:27
  episodes,
• 9:28
  it
• 9:28
  could
• 9:28
  quite
• 9:29
  easily
• 9:29
  have
• 9:29
  just
• 9:29
  disappeared.
• 9:31
  And
• 9:31
  people
• 9:31
  are
• 9:32
  still
• 9:32
  not
• 9:32
  associating
• 9:33
  Sesame
• 9:33
  street
• 9:34
  having
• 9:34
  now
• 9:35
  gone
• 9:35
  onto
• 9:36
  Netflix
• 9:36
  because
• 9:36
  it's
• 9:36
  always
• 9:37
  been
• 9:37
  so
• 9:37
  synonymous
• 9:38
  with
• 9:38
  PBS
• 9:39
  and
• 9:39
  increasingly
• 9:40
  YouTube,
• 9:40
  as
• 9:41
  you
• 9:41
  said.
• 9:41
  So
• 9:41
  maybe
• 9:42
  it's
• 9:42
  just
• 9:42
  a
• 9:42
  question
• 9:43
  of
• 9:43
  people
• 9:43
  actually
• 9:43
  realizing
• 9:44
  that
• 9:44
  there
• 9:44
  is
• 9:44
  some
• 9:44
  Sesame
• 9:45
  street
• 9:45
  on
• 9:45
  Netflix.
• 9:46
  I
• 9:46
  just
• 9:46
  think
• 9:46
  there
• 9:47
  needs
• 9:47
  to
• 9:47
  be
• 9:47
  more.
• 9:47
  But
• 9:48
  you
• 9:48
  know.
• 9:48
  Yeah,
• 9:49
  yeah,
• 9:49
  yeah,
• 9:49
  yeah.
• 9:50
  It's
• 9:50
  funny
• 9:50
  you
• 9:50
  talk
• 9:50
  about
• 9:50
  creators.
• 9:51
  So
• 9:51
  one
• 9:51
  of
• 9:51
  the
• 9:51
  cool
• 9:51
  things
• 9:51
  Sesame
• 9:52
  street
• 9:52
  did
• 9:52
  do
• 9:53
  was
• 9:53
  they
• 9:54
  ran
• 9:56
  a
• 9:56
  collab,
• 9:56
  a
• 9:57
  collaboration
• 9:57
  with
• 9:57
  Mark
• 9:58
  Rober,
• 9:58
  right.
• 9:58
  So
• 9:58
  Elmo,
• 9:59
  Mark
• 9:59
  Rober's
• 9:59
  Christmas,
• 10:00
  which
• 10:00
  I
• 10:00
  think
• 10:00
  is
• 10:00
  a
• 10:01
  lovely
• 10:01
  way
• 10:01
  of
• 10:02
  bringing
• 10:03
  the
• 10:03
  Ivy
• 10:03
  into,
• 10:04
  into
• 10:05
  fresh
• 10:06
  relevance
• 10:06
  and
• 10:07
  you
• 10:07
  know,
• 10:07
  works
• 10:07
  really
• 10:07
  well.
• 10:08
  And
• 10:08
  obviously
• 10:08
  then
• 10:08
  Mark
• 10:08
  Rober
• 10:09
  launched
• 10:10
  on
• 10:10
  Mark.
• 10:11
  Mark
• 10:11
  Robert's
• 10:12
  Crunch
• 10:12
  Lab
• 10:12
  launched
• 10:13
  on
• 10:13
  Netflix
• 10:14
  in
• 10:14
  the
• 10:14
  last
• 10:15
  half
• 10:15
  as
• 10:15
  well.
• 10:15
  So
• 10:16
  that
• 10:16
  did,
• 10:16
  that
• 10:16
  did
• 10:17
  well.
• 10:17
  Like
• 10:18
  we,
• 10:18
  we
• 10:19
  can
• 10:19
  see
• 10:19
  that
• 10:19
  did,
• 10:19
  you
• 10:20
  know,
• 10:20
  decent,
• 10:21
  decent
• 10:22
  launch
• 10:22
  numbers.
• 10:22
  Good.
• 10:23
  More
• 10:23
  than
• 10:23
  decent,
• 10:24
  you
• 10:24
  know,
• 10:24
  very
• 10:24
  good
• 10:25
  launch
• 10:25
  launch
• 10:25
  numbers
• 10:27
  and
• 10:28
  stuff
• 10:28
  like
• 10:28
  that.
• 10:28
  So
• 10:28
  it's
• 10:29
  interesting
• 10:29
  to
• 10:29
  see
• 10:29
  that
• 10:29
  creator
• 10:30
  economy
• 10:32
  deposit
• 10:33
  of
• 10:33
  Netflix
• 10:33
  grow.
• 10:35
  They've
• 10:35
  had
• 10:36
  things
• 10:36
  like
• 10:36
  Cocomelo
• 10:36
  in
• 10:36
  the
• 10:37
  past,
• 10:37
  Little
• 10:37
  Angel
• 10:37
  Blippi,
• 10:39
  those
• 10:39
  types
• 10:39
  of
• 10:40
  shows.
• 10:41
  These
• 10:41
  are
• 10:41
  more
• 10:42
  creator
• 10:42
  like
• 10:42
  individuals,
• 10:43
  individual
• 10:44
  shows.
• 10:44
  And
• 10:44
  both
• 10:45
  of
• 10:45
  them
• 10:45
  have
• 10:45
  done
• 10:45
  pretty
• 10:46
  well.
• 10:47
  And
• 10:47
  again,
• 10:47
  new
• 10:48
  seasons
• 10:48
  to
• 10:48
  come
• 10:48
  on
• 10:49
  all
• 10:49
  of
• 10:49
  that.
• 10:49
  Like
• 10:49
  there's
• 10:49
  a
• 10:49
  new
• 10:50
  IP
• 10:51
  for
• 10:52
  beside
• 10:53
  not
• 10:53
  a
• 10:53
  new
• 10:53
  ip,
• 10:53
  a
• 10:53
  new
• 10:53
  series
• 10:54
  from
• 10:54
  Mark
• 10:54
  Rober.
• 10:55
  Like
• 10:56
  a
• 10:56
  bespoke
• 10:56
  Netflix
• 10:57
  produced
• 10:58
  series
• 10:58
  or
• 10:58
  produced
• 10:59
  four
• 10:59
  Netflix
• 10:59
  series
• 10:59
  that's
• 11:00
  gonna
• 11:00
  be
• 11:00
  coming
• 11:00
  or
• 11:01
  I
• 11:01
  think
• 11:01
  it
• 11:01
  might
• 11:01
  have
• 11:01
  hit
• 11:01
  last
• 11:01
  week.
• 11:02
  So,
• 11:04
  yeah,
• 11:04
  loads,
• 11:05
  Loads
• 11:05
  happening.
• 11:05
  But
• 11:06
  that,
• 11:06
  that,
• 11:06
  that
• 11:07
  kind
• 11:07
  of
• 11:08
  strategy
• 11:08
  of
• 11:08
  taking
• 11:09
  stuff
• 11:09
  that's
• 11:09
  doing
• 11:10
  really
• 11:10
  well
• 11:10
  on
• 11:10
  YouTube,
• 11:11
  taking
• 11:11
  it,
• 11:11
  having
• 11:11
  it
• 11:12
  on
• 11:12
  Netflix,
• 11:12
  there
• 11:13
  definitely
• 11:13
  seems
• 11:13
  to
• 11:14
  be
• 11:14
  a
• 11:14
  payoff
• 11:15
  from
• 11:15
  an
• 11:15
  engagement
• 11:16
  point
• 11:16
  of
• 11:16
  view,
• 11:16
  for
• 11:16
  sure.
• 11:17
  It's,
• 11:18
  it's
• 11:18
  interesting
• 11:19
  given
• 11:20
  that
• 11:20
  Netflix
• 11:21
  kind
• 11:21
  of
• 11:22
  got
• 11:22
  out
• 11:22
  of
• 11:22
  the
• 11:22
  kids
• 11:22
  and
• 11:22
  family
• 11:23
  originals
• 11:23
  business
• 11:24
  in
• 11:24
  the
• 11:24
  sense
• 11:24
  that,
• 11:24
  you
• 11:24
  know,
• 11:25
  they
• 11:25
  got
• 11:25
  rid
• 11:25
  of
• 11:25
  that
• 11:26
  team
• 11:27
  and
• 11:27
  then
• 11:28
  it
• 11:28
  looked
• 11:28
  very
• 11:28
  much
• 11:28
  like
• 11:29
  they
• 11:29
  were
• 11:29
  just
• 11:29
  looking
• 11:29
  at
• 11:30
  YouTube
• 11:30
  to
• 11:30
  see
• 11:30
  what
• 11:30
  popped
• 11:31
  and
• 11:31
  then
• 11:31
  they
• 11:31
  would
• 11:31
  sweep
• 11:32
  that
• 11:32
  up,
• 11:33
  obviously.
• 11:34
  I
• 11:34
  mean,
• 11:34
  I'm
• 11:35
  big
• 11:35
  fan
• 11:35
  of
• 11:35
  Mark
• 11:35
  Rober
• 11:36
  and
• 11:36
  I
• 11:36
  think
• 11:36
  Mark
• 11:36
  Rober
• 11:37
  actually
• 11:37
  has
• 11:38
  that
• 11:38
  broader
• 11:38
  appeal
• 11:39
  because
• 11:40
  parents
• 11:41
  will
• 11:41
  sit
• 11:41
  down
• 11:41
  and
• 11:41
  watch
• 11:41
  Mark
• 11:42
  Rober
• 11:42
  and
• 11:43
  be
• 11:43
  engaged
• 11:44
  with
• 11:44
  it,
• 11:44
  which
• 11:44
  we
• 11:45
  know
• 11:45
  is
• 11:46
  gold
• 11:46
  dust
• 11:46
  when
• 11:46
  you're
• 11:47
  talking
• 11:47
  about
• 11:47
  kids
• 11:47
  content.
• 11:48
  What's
• 11:49
  interesting
• 11:49
  is
• 11:49
  what
• 11:50
  you
• 11:50
  said
• 11:50
  about
• 11:51
  they've.
• 11:52
  Well,
• 11:53
  I
• 11:53
  guess
• 11:53
  they
• 11:53
  did
• 11:53
  it
• 11:53
  with
• 11:53
  Cocomelon
• 11:54
  Lane.
• 11:54
  You
• 11:54
  know,
• 11:55
  they've
• 11:55
  taken
• 11:55
  some
• 11:55
  of
• 11:56
  his
• 11:56
  content
• 11:57
  from
• 11:57
  YouTube,
• 11:58
  but
• 11:59
  now
• 11:59
  they're
• 12:00
  creating
• 12:00
  some
• 12:01
  original
• 12:01
  or
• 12:02
  exclusive
• 12:02
  content
• 12:03
  to
• 12:03
  the
• 12:03
  platform
• 12:03
  with
• 12:04
  him
• 12:04
  as
• 12:04
  well.
• 12:05
  What
• 12:05
  do
• 12:05
  you
• 12:05
  think
• 12:05
  that
• 12:05
  says
• 12:06
  about
• 12:06
  them,
• 12:06
  kind
• 12:07
  of
• 12:07
  considering
• 12:07
  originals
• 12:08
  again
• 12:08
  or
• 12:08
  the
• 12:08
  value
• 12:09
  of
• 12:09
  originals?
• 12:10
  Yeah,
• 12:10
  Netflix.
• 12:11
  So
• 12:11
  there
• 12:11
  is
• 12:11
  a,
• 12:11
  there
• 12:12
  still
• 12:12
  is
• 12:12
  a
• 12:12
  kids
• 12:12
  team
• 12:12
  there.
• 12:13
  They're
• 12:13
  doing
• 12:14
  different
• 12:14
  things.
• 12:14
  So
• 12:14
  a
• 12:14
  lot
• 12:14
  of
• 12:15
  the
• 12:15
  stuff
• 12:15
  that
• 12:15
  they're
• 12:15
  doing
• 12:15
  is
• 12:16
  stuff
• 12:16
  like
• 12:17
  with
• 12:17
  Dreamworks,
• 12:18
  like
• 12:18
  Gabby's
• 12:18
  Dollhouse
• 12:18
  continues
• 12:19
  to
• 12:19
  roll
• 12:19
  out
• 12:19
  new
• 12:19
  episodes.
• 12:19
  Hot
• 12:20
  Wheels,
• 12:20
  that's
• 12:20
  Race
• 12:21
  and
• 12:21
  From
• 12:21
  a
• 12:21
  Tower.
• 12:22
  So
• 12:23
  there
• 12:23
  is
• 12:23
  that
• 12:24
  pipeline
• 12:24
  coming
• 12:24
  through
• 12:25
  the
• 12:25
  kind
• 12:26
  of.
• 12:26
  It's
• 12:26
  a
• 12:27
  smaller
• 12:27
  team
• 12:28
  and
• 12:28
  the
• 12:28
  original
• 12:28
  originals.
• 12:29
  What
• 12:29
  I'd
• 12:29
  say
• 12:29
  is
• 12:29
  like,
• 12:30
  we
• 12:30
  see
• 12:30
  a
• 12:30
  lot
• 12:30
  of
• 12:32
  limited
• 12:32
  series.
• 12:33
  So
• 12:33
  like
• 12:34
  they
• 12:34
  did
• 12:34
  the
• 12:35
  Asterix
• 12:35
  and
• 12:35
  Obelix
• 12:36
  series
• 12:36
  last
• 12:36
  year
• 12:36
  that
• 12:37
  seemed
• 12:37
  to
• 12:37
  do
• 12:37
  pretty
• 12:37
  well.
• 12:38
  They
• 12:38
  did
• 12:40
  Seven
• 12:40
  Bears,
• 12:41
  which
• 12:41
  is
• 12:41
  a
• 12:41
  series
• 12:42
  that
• 12:42
  did
• 12:42
  actually
• 12:42
  really
• 12:43
  well
• 12:43
  from
• 12:43
  a
• 12:43
  comedy
• 12:44
  point
• 12:44
  of
• 12:44
  view
• 12:44
  in
• 12:44
  this,
• 12:44
  in
• 12:45
  the
• 12:45
  SEI's
• 12:45
  report.
• 12:47
  I
• 12:47
  don't
• 12:47
  know
• 12:47
  why
• 12:47
  it's
• 12:48
  a
• 12:48
  limited.
• 12:48
  I
• 12:48
  don't
• 12:48
  know
• 12:48
  why
• 12:48
  they
• 12:49
  needed
• 12:49
  to
• 12:49
  say
• 12:49
  it
• 12:49
  was
• 12:49
  a
• 12:49
  limited
• 12:50
  series.
• 12:50
  Maybe
• 12:50
  so
• 12:50
  that
• 12:50
  I
• 12:51
  didn't
• 12:51
  go,
• 12:51
  ah,
• 12:51
  they
• 12:51
  didn't
• 12:51
  renew
• 12:52
  it.
• 12:52
  It
• 12:52
  mustn't
• 12:52
  be
• 12:52
  doing
• 12:52
  well.
• 12:54
  I
• 12:55
  kind
• 12:55
  of
• 12:55
  got
• 12:55
  a
• 12:55
  bit
• 12:55
  of.
• 12:55
  Maybe
• 12:56
  that's
• 12:56
  their
• 12:56
  new
• 12:56
  terminology.
• 12:58
  They're
• 12:59
  managing
• 12:59
  expectations
• 13:00
  from
• 13:00
  the
• 13:00
  beginning.
• 13:01
  So
• 13:02
  Emily
• 13:02
  gotta
• 13:02
  give
• 13:02
  us
• 13:02
  hassle
• 13:02
  for
• 13:03
  not
• 13:03
  renewing
• 13:03
  it.
• 13:05
  Yeah.
• 13:06
  So
• 13:07
  but
• 13:07
  it
• 13:08
  like
• 13:08
  Seven
• 13:08
  Berries
• 13:08
  do
• 13:08
  pretty
• 13:09
  well.
• 13:09
  So
• 13:09
  you're
• 13:09
  kind
• 13:09
  of
• 13:09
  like,
• 13:09
  well,
• 13:10
  is
• 13:10
  it
• 13:10
  limited
• 13:10
  until
• 13:10
  it's
• 13:11
  not,
• 13:13
  you
• 13:13
  know,
• 13:13
  so
• 13:14
  they
• 13:14
  are
• 13:14
  moving
• 13:15
  on
• 13:15
  that
• 13:15
  type
• 13:15
  of
• 13:15
  content,
• 13:16
  you
• 13:16
  know,
• 13:16
  and.
• 13:16
  And
• 13:16
  the
• 13:17
  thing,
• 13:17
  what
• 13:17
  I'll
• 13:17
  say
• 13:17
  is
• 13:18
  we
• 13:18
  see
• 13:19
  is
• 13:19
  that
• 13:20
  Netflix
• 13:20
  really
• 13:20
  get
• 13:21
  the
• 13:21
  value
• 13:21
  of
• 13:22
  broader
• 13:22
  content
• 13:23
  too,
• 13:23
  right?
• 13:23
  Like
• 13:24
  a
• 13:24
  Mark
• 13:24
  Rober
• 13:25
  sits
• 13:25
  in
• 13:25
  that
• 13:25
  area,
• 13:26
  right?
• 13:26
  Like,
• 13:26
  he's.
• 13:26
  Like
• 13:27
  you
• 13:27
  said,
• 13:27
  Joe,
• 13:27
  it's
• 13:27
  not
• 13:27
  just
• 13:28
  for
• 13:28
  kids.
• 13:29
  It's.
• 13:29
  There's
• 13:29
  appeal
• 13:30
  for.
• 13:30
  There's
• 13:30
  appeal
• 13:30
  for
• 13:31
  a
• 13:31
  broader
• 13:31
  audience,
• 13:31
  for
• 13:31
  sure,
• 13:32
  for
• 13:32
  parents
• 13:33
  to
• 13:33
  watch
• 13:33
  with,
• 13:34
  you
• 13:34
  know,
• 13:34
  for
• 13:34
  teenagers
• 13:35
  to
• 13:35
  watch
• 13:35
  and
• 13:35
  that
• 13:35
  kind
• 13:35
  of
• 13:35
  thing.
• 13:37
  So.
• 13:37
  And
• 13:38
  that
• 13:38
  goes
• 13:38
  to
• 13:38
  loads
• 13:38
  of
• 13:38
  different
• 13:39
  genres,
• 13:39
  by
• 13:39
  the
• 13:39
  way.
• 13:39
  Like,
• 13:39
  you
• 13:40
  can
• 13:40
  see
• 13:40
  that
• 13:40
  with,
• 13:41
  you
• 13:41
  know,
• 13:42
  K
• 13:42
  Pop
• 13:42
  demon
• 13:43
  hunters
• 13:43
  aren't
• 13:43
  gonna
• 13:44
  believe.
• 13:44
  But
• 13:44
  shows
• 13:44
  like,
• 13:45
  you
• 13:45
  know,
• 13:46
  Wednesday,
• 13:46
  which
• 13:47
  has
• 13:47
  a.
• 13:47
  Like,
• 13:47
  will
• 13:48
  have
• 13:48
  a
• 13:48
  young
• 13:48
  interest
• 13:49
  and
• 13:49
  will
• 13:50
  also
• 13:50
  have
• 13:50
  a
• 13:50
  broad
• 13:50
  interest.
• 13:52
  There
• 13:52
  also
• 13:52
  did
• 13:53
  a.
• 13:53
  There
• 13:53
  was
• 13:53
  a
• 13:53
  new
• 13:54
  show
• 13:54
  this
• 13:54
  half
• 13:54
  that
• 13:55
  came
• 13:55
  in
• 13:55
  In
• 13:55
  December,
• 13:56
  man
• 13:56
  versus
• 13:57
  baby,
• 13:57
  which
• 13:57
  is
• 13:57
  Rowan
• 13:58
  Atkinson,
• 14:00
  silently
• 14:01
  versus
• 14:01
  a
• 14:01
  baby.
• 14:02
  It's
• 14:02
  Rowan
• 14:02
  Atkinson,
• 14:04
  Mr.
• 14:04
  Beaning
• 14:04
  and
• 14:05
  a
• 14:05
  baby.
• 14:05
  But
• 14:05
  it's
• 14:06
  not
• 14:06
  Mr.
• 14:06
  Bean
• 14:06
  branded.
• 14:07
  Right.
• 14:07
  So.
• 14:08
  But
• 14:08
  that
• 14:08
  did
• 14:08
  phenomenally
• 14:09
  well.
• 14:09
  Like,
• 14:09
  you
• 14:09
  know,
• 14:10
  dialect
• 14:11
  free
• 14:11
  comedy,
• 14:11
  like
• 14:11
  physical
• 14:12
  comedy,
• 14:12
  like,
• 14:13
  you
• 14:13
  know,
• 14:13
  with
• 14:13
  a
• 14:14
  known
• 14:14
  face,
• 14:14
  that
• 14:15
  parents
• 14:15
  will
• 14:15
  have
• 14:16
  that
• 14:16
  kind
• 14:16
  of
• 14:17
  nostalgia
• 14:17
  or
• 14:18
  sentiment,
• 14:18
  sentimentality,
• 14:19
  or
• 14:20
  at
• 14:20
  least
• 14:20
  connection
• 14:20
  with,
• 14:21
  you
• 14:21
  know,
• 14:22
  like
• 14:22
  Rowan
• 14:22
  Atkinson.
• 14:23
  So
• 14:23
  he's
• 14:23
  probably
• 14:23
  better
• 14:23
  than
• 14:23
  sentiment,
• 14:24
  like,
• 14:24
  sentimental.
• 14:25
  He's
• 14:25
  a
• 14:25
  fabulous
• 14:26
  actor
• 14:28
  doing
• 14:28
  his
• 14:28
  signature
• 14:29
  thing.
• 14:30
  Right.
• 14:31
  So
• 14:31
  those
• 14:32
  broader
• 14:32
  swings
• 14:33
  feel
• 14:33
  like
• 14:34
  part
• 14:34
  of
• 14:35
  what
• 14:35
  Netflix
• 14:35
  are
• 14:36
  up
• 14:36
  to
• 14:36
  and
• 14:36
  part
• 14:36
  of
• 14:37
  what
• 14:37
  they're
• 14:38
  really
• 14:38
  getting.
• 14:38
  Right.
• 14:38
  I
• 14:38
  would
• 14:39
  say.
• 14:41
  You
• 14:41
  know,
• 14:41
  and
• 14:41
  it's.
• 14:41
  It's
• 14:42
  that
• 14:42
  kind
• 14:42
  of.
• 14:42
  It's
• 14:42
  that
• 14:42
  fun
• 14:43
  designation,
• 14:43
  right?
• 14:43
  Like,
• 14:44
  you
• 14:44
  know,
• 14:45
  kids
• 14:45
  shows,
• 14:45
  family
• 14:46
  shows.
• 14:46
  What's
• 14:46
  the
• 14:46
  difference?
• 14:47
  Right?
• 14:47
  Like,
• 14:47
  you
• 14:48
  know,
• 14:48
  that.
• 14:48
  That
• 14:48
  family.
• 14:49
  Family
• 14:50
  tagging
• 14:50
  is.
• 14:50
  Or
• 14:51
  that
• 14:51
  family
• 14:51
  positioning
• 14:52
  just.
• 14:52
  It's
• 14:53
  subtle,
• 14:53
  but
• 14:54
  actually,
• 14:54
  there's.
• 14:55
  There's
• 14:56
  upsides
• 14:56
  to
• 14:56
  it.
• 14:57
  You
• 14:57
  know,
• 14:57
  there's
• 14:57
  real
• 14:58
  upsides
• 14:58
  to
• 14:59
  it.
• 15:00
  Mm.
• 15:01
  And
• 15:01
  what
• 15:01
  about
• 15:02
  Spongebob?
• 15:03
  Because
• 15:04
  I
• 15:04
  saw
• 15:04
  that.
• 15:04
  I
• 15:05
  mean,
• 15:05
  Spongebob,
• 15:06
  of
• 15:06
  course,
• 15:07
  you
• 15:07
  know,
• 15:08
  who
• 15:08
  doesn't
• 15:08
  know
• 15:08
  Spongebob?
• 15:09
  So
• 15:09
  it's
• 15:09
  no
• 15:09
  surprise
• 15:10
  that
• 15:10
  it
• 15:10
  drove
• 15:11
  143
• 15:12
  million
• 15:13
  hours.
• 15:13
  I
• 15:14
  think
• 15:14
  you
• 15:14
  put
• 15:14
  in
• 15:14
  your
• 15:15
  notes
• 15:15
  to
• 15:15
  us
• 15:15
  before
• 15:16
  this
• 15:16
  call.
• 15:16
  And
• 15:16
  that
• 15:16
  is
• 15:16
  without
• 15:18
  US
• 15:18
  distribution.
• 15:19
  Right?
• 15:20
  So
• 15:21
  without
• 15:21
  US
• 15:21
  distribution.
• 15:23
  Pretty
• 15:23
  good
• 15:24
  number.
• 15:24
  Yeah.
• 15:24
  The
• 15:25
  thing.
• 15:25
  Sponge
• 15:25
  is
• 15:25
  like
• 15:26
  the
• 15:26
  Sponge.
• 15:26
  I've
• 15:27
  been
• 15:27
  writing
• 15:27
  about
• 15:27
  this
• 15:27
  a
• 15:27
  bit
• 15:28
  in
• 15:28
  my
• 15:28
  newsletter
• 15:28
  recently.
• 15:28
  Right.
• 15:29
  Like
• 15:29
  the
• 15:29
  Sponge.
• 15:30
  We
• 15:30
  all
• 15:31
  know
• 15:31
  him,
• 15:31
  but,
• 15:31
  like,
• 15:32
  the
• 15:32
  Sponge
• 15:32
  is
• 15:32
  kind
• 15:33
  of
• 15:33
  killing
• 15:33
  it.
• 15:33
  And
• 15:33
  I
• 15:33
  don't
• 15:34
  think
• 15:34
  people
• 15:34
  are
• 15:34
  talking
• 15:34
  about
• 15:34
  this
• 15:35
  enough
• 15:35
  because,
• 15:36
  like
• 15:36
  I
• 15:36
  said,
• 15:36
  top
• 15:37
  comedy.
• 15:38
  Top
• 15:38
  comedy
• 15:39
  animated
• 15:40
  show
• 15:40
  on
• 15:40
  Netflix
• 15:41
  globally,
• 15:42
  which
• 15:43
  is
• 15:44
  a
• 15:44
  number
• 15:44
  that
• 15:44
  is
• 15:46
  neutering
• 15:47
  itself
• 15:47
  because
• 15:47
  it
• 15:47
  doesn't
• 15:47
  have
• 15:48
  the.
• 15:48
  It's
• 15:48
  not
• 15:48
  on
• 15:49
  fus,
• 15:49
  right
• 15:50
  in
• 15:50
  the
• 15:50
  U.S.
• 15:51
  imagine
• 15:51
  what
• 15:51
  it'd
• 15:52
  be
• 15:52
  if
• 15:52
  it
• 15:52
  was.
• 15:52
  Yeah,
• 15:52
  I
• 15:53
  know,
• 15:53
  right?
• 15:53
  Like
• 15:53
  you
• 15:53
  think
• 15:54
  of
• 15:54
  that
• 15:54
  Paw
• 15:54
  Patrol
• 15:55
  jump,
• 15:55
  right?
• 15:55
  Like
• 15:56
  spongebob
• 15:57
  still
• 15:57
  has
• 15:57
  that
• 15:57
  opportunity
• 15:58
  to
• 15:58
  do
• 15:58
  that.
• 15:59
  And
• 15:59
  his
• 16:00
  movies,
• 16:00
  like
• 16:00
  SpongeBob
• 16:01
  has
• 16:01
  movies
• 16:01
  on
• 16:01
  Netflix
• 16:02
  and
• 16:02
  stuff
• 16:02
  like
• 16:02
  that.
• 16:02
  They
• 16:02
  did
• 16:03
  some
• 16:03
  original
• 16:03
  movies.
• 16:03
  So
• 16:03
  he
• 16:04
  does
• 16:04
  have
• 16:04
  presence
• 16:04
  on
• 16:04
  the
• 16:05
  platform.
• 16:05
  It's
• 16:05
  very
• 16:06
  multi
• 16:06
  platform,
• 16:06
  multi
• 16:06
  platform.
• 16:07
  I
• 16:07
  love
• 16:07
  it.
• 16:08
  But
• 16:09
  the
• 16:11
  spongebob
• 16:12
  is
• 16:12
  doing
• 16:12
  phenomenal
• 16:13
  numbers
• 16:13
  on
• 16:13
  Paramount
• 16:14
  right
• 16:14
  now
• 16:14
  in
• 16:14
  the
• 16:14
  U.S.
• 16:14
  right.
• 16:15
  Like
• 16:16
  being
• 16:16
  in
• 16:16
  the
• 16:16
  top
• 16:16
  10
• 16:17
  Nielsen
• 16:18
  for
• 16:18
  numerous
• 16:19
  weeks.
• 16:20
  I
• 16:20
  have
• 16:20
  a
• 16:21
  hunch
• 16:21
  that
• 16:21
  it
• 16:21
  may
• 16:22
  end
• 16:22
  up
• 16:22
  surpassing
• 16:23
  Bluey
• 16:23
  as
• 16:23
  the
• 16:24
  top,
• 16:24
  as
• 16:24
  the
• 16:25
  top
• 16:25
  Kids
• 16:25
  show
• 16:26
  in
• 16:26
  US
• 16:27
  streaming
• 16:27
  in
• 16:27
  2026.
• 16:28
  Now
• 16:29
  listen,
• 16:29
  don't
• 16:30
  discount
• 16:30
  Bluey.
• 16:31
  You
• 16:31
  never
• 16:31
  know
• 16:31
  what
• 16:32
  that
• 16:32
  team
• 16:32
  have
• 16:32
  in
• 16:32
  the
• 16:32
  bag
• 16:33
  to
• 16:33
  try
• 16:33
  to
• 16:34
  re
• 16:34
  snap
• 16:34
  up
• 16:35
  a
• 16:35
  bit
• 16:35
  more
• 16:35
  viewing.
• 16:36
  But
• 16:36
  as
• 16:37
  it's
• 16:37
  going,
• 16:37
  potentially,
• 16:38
  SpongeBob
• 16:39
  could
• 16:40
  nail
• 16:40
  it.
• 16:41
  So,
• 16:42
  you
• 16:42
  know,
• 16:42
  we
• 16:42
  know
• 16:42
  he's
• 16:42
  big
• 16:42
  on
• 16:43
  Netflix
• 16:43
  globally,
• 16:43
  we
• 16:43
  know
• 16:44
  he's
• 16:44
  big
• 16:44
  on
• 16:44
  Paramount
• 16:45
  plus
• 16:45
  in
• 16:45
  the
• 16:45
  US
• 16:46
  And
• 16:47
  I
• 16:47
  think
• 16:48
  in
• 16:48
  the
• 16:48
  context
• 16:49
  of
• 16:49
  that
• 16:49
  Paramount
• 16:50
  Warner
• 16:50
  merger,
• 16:52
  that
• 16:52
  strength
• 16:53
  of
• 16:53
  animation
• 16:54
  is
• 16:54
  a
• 16:54
  real
• 16:54
  opportunity
• 16:55
  led
• 16:55
  by
• 16:56
  spongebob.
• 16:56
  But
• 16:56
  also
• 16:57
  we
• 16:57
  can
• 16:57
  see
• 16:57
  from
• 16:57
  the
• 16:57
  Netflix
• 16:58
  data,
• 16:58
  and
• 16:58
  we
• 16:59
  did
• 16:59
  this
• 16:59
  review
• 16:59
  in
• 17:00
  the
• 17:00
  report
• 17:00
  about
• 17:02
  what
• 17:02
  the
• 17:02
  Warner
• 17:03
  catalog
• 17:04
  is
• 17:04
  doing.
• 17:04
  Right,
• 17:04
  but
• 17:05
  there's
• 17:05
  lots
• 17:05
  of
• 17:05
  stuff
• 17:06
  in
• 17:06
  the
• 17:06
  Warner
• 17:06
  catalog
• 17:06
  that's
• 17:07
  still
• 17:07
  popping
• 17:07
  and
• 17:07
  hopping,
• 17:08
  right?
• 17:08
  You've
• 17:08
  got
• 17:09
  Teen
• 17:09
  Titans
• 17:10
  Go.
• 17:10
  You've
• 17:10
  got
• 17:10
  the
• 17:10
  Amazing
• 17:11
  World
• 17:11
  of
• 17:11
  Gumball.
• 17:12
  I
• 17:13
  know
• 17:13
  these
• 17:13
  aren't
• 17:13
  gonna
• 17:13
  be
• 17:13
  surprises
• 17:14
  to
• 17:14
  anybody
• 17:14
  listening
• 17:15
  to
• 17:15
  the
• 17:15
  show,
• 17:15
  but
• 17:15
  when
• 17:15
  you're
• 17:16
  able
• 17:16
  to
• 17:16
  quantify,
• 17:18
  you
• 17:18
  know,
• 17:18
  the
• 17:19
  value
• 17:19
  of
• 17:19
  it
• 17:19
  and
• 17:19
  you're
• 17:20
  able
• 17:20
  to
• 17:20
  see
• 17:20
  the,
• 17:20
  the
• 17:20
  hours
• 17:21
  viewed,
• 17:21
  the
• 17:21
  engagement
• 17:22
  errors
• 17:22
  viewed,
• 17:22
  and
• 17:22
  then
• 17:22
  you
• 17:22
  go,
• 17:22
  well,
• 17:23
  if
• 17:23
  you
• 17:23
  line
• 17:23
  those
• 17:24
  guys
• 17:24
  up
• 17:24
  with
• 17:24
  SpongeBob,
• 17:25
  who's
• 17:25
  also
• 17:26
  huge,
• 17:26
  and
• 17:26
  then
• 17:26
  you,
• 17:27
  yeah,
• 17:27
  you
• 17:27
  put
• 17:27
  that
• 17:27
  onto
• 17:28
  another,
• 17:29
  you
• 17:29
  know,
• 17:30
  a
• 17:30
  different
• 17:30
  service.
• 17:30
  Right.
• 17:31
  Like
• 17:31
  that's,
• 17:31
  that
• 17:31
  could
• 17:32
  be.
• 17:32
  That,
• 17:32
  that
• 17:32
  would,
• 17:32
  that
• 17:33
  would
• 17:33
  be
• 17:33
  a
• 17:33
  hit
• 17:33
  for
• 17:33
  Netflix
• 17:34
  and
• 17:35
  being
• 17:35
  their
• 17:35
  direct
• 17:36
  competitor.
• 17:36
  Right.
• 17:37
  So,
• 17:38
  and,
• 17:38
  and
• 17:39
  with
• 17:39
  all
• 17:39
  of
• 17:39
  those
• 17:40
  shows,
• 17:40
  I
• 17:40
  mean,
• 17:41
  they
• 17:41
  must
• 17:41
  be
• 17:41
  finding
• 17:42
  new
• 17:43
  younger
• 17:43
  audiences
• 17:44
  as
• 17:44
  well.
• 17:44
  So
• 17:44
  it's
• 17:44
  not
• 17:45
  just,
• 17:45
  it's
• 17:46
  not
• 17:46
  just
• 17:46
  driven
• 17:46
  by
• 17:46
  nostalgia.
• 17:47
  So
• 17:48
  spongebob
• 17:48
  can't
• 17:49
  be
• 17:49
  that
• 17:49
  big
• 17:49
  unless
• 17:49
  it's
• 17:50
  reaching.
• 17:51
  Oh,
• 17:51
  it's
• 17:51
  multi
• 17:51
  generational.
• 17:52
  It's
• 17:53
  back
• 17:53
  to
• 17:53
  that
• 17:53
  broad
• 17:54
  thing,
• 17:54
  I
• 17:54
  would
• 17:54
  say,
• 17:54
  Andy.
• 17:55
  Like,
• 17:55
  it's
• 17:56
  that
• 17:56
  and
• 17:56
  this
• 17:56
  is
• 17:57
  the
• 17:57
  other
• 17:57
  thing
• 17:57
  we're
• 17:57
  seeing.
• 17:58
  It's
• 17:59
  these
• 17:59
  shows
• 18:00
  are.
• 18:00
  Remain
• 18:01
  fresh
• 18:01
  enough
• 18:02
  for
• 18:02
  young
• 18:02
  audiences
• 18:03
  to
• 18:03
  find
• 18:03
  them
• 18:03
  and
• 18:03
  like
• 18:04
  them
• 18:04
  and
• 18:04
  love
• 18:04
  them.
• 18:04
  Right?
• 18:05
  But
• 18:05
  they,
• 18:05
  but
• 18:05
  then
• 18:06
  they
• 18:06
  maintain
• 18:06
  this
• 18:06
  nostalgia
• 18:07
  value.
• 18:07
  And
• 18:07
  this
• 18:08
  comfort
• 18:08
  rewatch
• 18:08
  value
• 18:09
  for
• 18:10
  Gen
• 18:10
  Z
• 18:10
  millennials
• 18:11
  or.
• 18:11
  Right,
• 18:12
  like
• 18:13
  that
• 18:13
  20
• 18:14
  year
• 18:14
  old
• 18:14
  still
• 18:14
  loves
• 18:15
  Spongebob.
• 18:15
  Yeah,
• 18:15
  exactly.
• 18:16
  My,
• 18:16
  my
• 18:17
  7
• 18:17
  year
• 18:17
  old
• 18:17
  just
• 18:17
  got
• 18:17
  into
• 18:18
  it
• 18:18
  right.
• 18:18
  For
• 18:18
  the
• 18:18
  first
• 18:18
  time.
• 18:19
  Right.
• 18:19
  And,
• 18:19
  and
• 18:20
  is
• 18:20
  obsessed.
• 18:20
  Right.
• 18:22
  So
• 18:22
  it,
• 18:22
  it
• 18:23
  goes
• 18:23
  the
• 18:23
  whole
• 18:23
  spectrum.
• 18:24
  Right.
• 18:24
  But
• 18:24
  like
• 18:25
  that's,
• 18:26
  that's
• 18:26
  the
• 18:26
  thing.
• 18:27
  One
• 18:27
  of
• 18:27
  the
• 18:27
  key
• 18:27
  things
• 18:27
  we're
• 18:28
  seeing
• 18:28
  in
• 18:28
  the
• 18:28
  landscape,
• 18:28
  it's
• 18:29
  like,
• 18:29
  and
• 18:29
  I
• 18:30
  know
• 18:30
  this
• 18:30
  again,
• 18:30
  it
• 18:30
  might
• 18:31
  sound
• 18:31
  obvious,
• 18:31
  but
• 18:31
  when
• 18:31
  you
• 18:31
  have
• 18:31
  the
• 18:32
  data
• 18:32
  to
• 18:32
  quantify
• 18:32
  it,
• 18:32
  it's
• 18:33
  like,
• 18:34
  you
• 18:34
  know,
• 18:35
  the
• 18:35
  last
• 18:35
  25
• 18:35
  years
• 18:35
  of
• 18:36
  TV
• 18:36
  has
• 18:36
  produced
• 18:38
  defining
• 18:38
  shows
• 18:39
  that
• 18:39
  continue
• 18:40
  to
• 18:40
  eat
• 18:40
  up
• 18:41
  space
• 18:41
  in
• 18:41
  the
• 18:41
  landscape.
• 18:43
  Paw
• 18:43
  Patrol,
• 18:44
  15
• 18:44
  years
• 18:45
  old.
• 18:45
  SpongeBob,
• 18:45
  25
• 18:46
  years
• 18:46
  old.
• 18:46
  Peppa,
• 18:47
  20
• 18:47
  years
• 18:47
  old.
• 18:48
  A
• 18:48
  lot
• 18:49
  of
• 18:49
  those
• 18:49
  Cartoon
• 18:49
  Network
• 18:49
  shows,
• 18:50
  you
• 18:50
  know,
• 18:50
  as
• 18:51
  well
• 18:51
  that
• 18:51
  are
• 18:51
  from
• 18:51
  that
• 18:52
  vintage.
• 18:52
  So
• 18:52
  if
• 18:53
  you're
• 18:53
  coming
• 18:53
  in
• 18:53
  with
• 18:53
  a
• 18:53
  new
• 18:54
  show,
• 18:54
  you
• 18:55
  need
• 18:55
  to
• 18:55
  try
• 18:55
  to
• 18:56
  like
• 18:57
  gain
• 18:57
  ground
• 18:58
  from
• 18:58
  these
• 18:59
  really
• 18:59
  established
• 19:00
  shows
• 19:00
  that
• 19:00
  have
• 19:01
  established
• 19:01
  audiences
• 19:02
  and
• 19:02
  are
• 19:03
  now
• 19:03
  in
• 19:04
  that
• 19:04
  multi
• 19:05
  generational
• 19:06
  pass
• 19:06
  down
• 19:06
  mode.
• 19:07
  Right.
• 19:07
  Like
• 19:07
  where
• 19:07
  they're
• 19:08
  being
• 19:08
  passed
• 19:08
  down
• 19:09
  from
• 19:10
  people
• 19:10
  who
• 19:10
  grew
• 19:10
  up
• 19:10
  with
• 19:11
  them
• 19:11
  and,
• 19:12
  and
• 19:12
  they
• 19:12
  still
• 19:12
  standing
• 19:13
  up
• 19:13
  as
• 19:13
  fresh
• 19:13
  enough
• 19:13
  to,
• 19:14
  to
• 19:15
  you
• 19:15
  know,
• 19:15
  from
• 19:15
  a,
• 19:15
  from
• 19:15
  like
• 19:16
  those
• 19:16
  people
• 19:16
  might
• 19:16
  say,
• 19:16
  oh,
• 19:16
  because
• 19:17
  kids
• 19:17
  today,
• 19:18
  you
• 19:18
  know,
• 19:18
  it's
• 19:18
  not
• 19:19
  3D.
• 19:19
  Like
• 19:19
  they're
• 19:19
  not
• 19:20
  going
• 19:20
  to
• 19:20
  like
• 19:20
  it.
• 19:20
  Right.
• 19:20
  You
• 19:21
  know,
• 19:21
  that's
• 19:22
  absolutely
• 19:22
  not
• 19:22
  the
• 19:22
  case,
• 19:22
  you
• 19:23
  know.
• 19:23
  Yeah.
• 19:25
  So
• 19:25
  do
• 19:25
  you
• 19:25
  think,
• 19:26
  do
• 19:26
  you
• 19:26
  think
• 19:27
  Gabby's
• 19:27
  has
• 19:28
  a
• 19:28
  chance
• 19:28
  of
• 19:29
  extending
• 19:29
  into
• 19:30
  that
• 19:30
  territory
• 19:30
  given
• 19:30
  that
• 19:31
  Gabby's
• 19:31
  as
• 19:31
  a,
• 19:31
  as
• 19:32
  an
• 19:32
  ip
• 19:32
  is
• 19:33
  you
• 19:33
  know,
• 19:33
  younger
• 19:34
  but
• 19:34
  is
• 19:35
  still
• 19:35
  tracking,
• 19:35
  is
• 19:36
  still
• 19:36
  performing,
• 19:37
  feels
• 19:37
  like
• 19:37
  he's
• 19:38
  in
• 19:38
  it
• 19:38
  for
• 19:38
  the
• 19:38
  long
• 19:38
  haul.
• 19:39
  I
• 19:40
  love
• 19:40
  Gabby,
• 19:41
  you
• 19:41
  know,
• 19:41
  I
• 19:41
  love
• 19:41
  Gabby.
• 19:42
  I
• 19:42
  know
• 19:42
  you
• 19:42
  love
• 19:42
  Gabby.
• 19:43
  That's
• 19:43
  why
• 19:43
  I
• 19:43
  asked.
• 19:44
  I
• 19:44
  love
• 19:44
  Gab.
• 19:44
  Thank
• 19:45
  you
• 19:45
  for
• 19:45
  giving
• 19:45
  me
• 19:45
  the
• 19:46
  opportunity
• 19:46
  to
• 19:46
  speak
• 19:46
  about
• 19:47
  Gabby
• 19:47
  Jo.
• 19:49
  I
• 19:49
  am
• 19:50
  very
• 19:50
  interested
• 19:50
  to
• 19:50
  see
• 19:50
  what
• 19:51
  they
• 19:51
  do.
• 19:51
  Right.
• 19:51
  Like
• 19:51
  so
• 19:51
  they,
• 19:51
  they
• 19:52
  roll
• 19:52
  out
• 19:52
  the
• 19:52
  movie.
• 19:52
  The
• 19:52
  movie
• 19:53
  did,
• 19:53
  the
• 19:54
  movie
• 19:54
  did
• 19:55
  grand.
• 19:55
  I
• 19:56
  would
• 19:56
  say
• 19:56
  it,
• 19:56
  it
• 19:57
  was,
• 19:57
  it
• 19:57
  did
• 19:57
  a
• 19:57
  good
• 19:57
  preschool
• 19:58
  movie
• 19:58
  perform
• 19:58
  like
• 19:59
  movie
• 19:59
  performance
• 20:00
  and,
• 20:00
  and
• 20:00
  it
• 20:01
  wasn't
• 20:01
  at
• 20:02
  the
• 20:02
  level
• 20:02
  of
• 20:02
  Paw
• 20:02
  Patrol.
• 20:02
  But
• 20:03
  Gabbie
• 20:03
  is
• 20:03
  maybe.
• 20:04
  She's
• 20:04
  obviously
• 20:04
  less
• 20:04
  established
• 20:05
  and
• 20:05
  a
• 20:05
  little
• 20:05
  less
• 20:06
  broad
• 20:06
  than
• 20:06
  Paw
• 20:06
  Patrol.
• 20:08
  I
• 20:09
  think
• 20:09
  there's
• 20:09
  plenty
• 20:10
  to
• 20:10
  be
• 20:10
  doing
• 20:10
  on
• 20:11
  Gabbie.
• 20:11
  I
• 20:11
  think,
• 20:11
  you
• 20:11
  know,
• 20:12
  when
• 20:12
  we're
• 20:12
  talking
• 20:12
  about
• 20:12
  that
• 20:13
  broadening,
• 20:13
  I
• 20:13
  think
• 20:14
  taking
• 20:14
  and
• 20:15
  we
• 20:15
  maybe
• 20:15
  we.
• 20:15
  I'm
• 20:16
  not
• 20:16
  sure
• 20:16
  if
• 20:16
  we've
• 20:16
  spoken
• 20:16
  about
• 20:17
  this
• 20:17
  on
• 20:17
  tape
• 20:17
  before,
• 20:17
  but
• 20:17
  we've
• 20:18
  definitely
• 20:18
  spoken
• 20:18
  about
• 20:18
  this
• 20:19
  before
• 20:19
  is
• 20:19
  like
• 20:19
  taking
• 20:20
  Layla
• 20:20
  Larker
• 20:21
  Kramer,
• 20:21
  like
• 20:22
  the
• 20:23
  live
• 20:23
  action
• 20:24
  talent
• 20:24
  to
• 20:24
  Gabi
• 20:24
  and
• 20:25
  finding
• 20:26
  a
• 20:26
  vehicle
• 20:26
  for
• 20:27
  that
• 20:27
  to,
• 20:28
  for
• 20:28
  her
• 20:28
  to
• 20:28
  kind
• 20:29
  of
• 20:29
  grow
• 20:29
  a
• 20:29
  little
• 20:29
  bit
• 20:29
  or
• 20:29
  extend
• 20:30
  in
• 20:30
  a
• 20:31
  way
• 20:31
  that's
• 20:31
  really
• 20:32
  adjacent
• 20:33
  to
• 20:33
  maybe
• 20:33
  the
• 20:34
  core
• 20:34
  franchise
• 20:35
  or
• 20:35
  in
• 20:35
  a
• 20:35
  way,
• 20:35
  yeah,
• 20:36
  complements
• 20:37
  the
• 20:37
  core
• 20:37
  franchise
• 20:38
  and
• 20:38
  like,
• 20:39
  you
• 20:39
  know,
• 20:39
  staying
• 20:39
  with
• 20:40
  that
• 20:40
  audience
• 20:40
  when
• 20:41
  they
• 20:41
  get
• 20:41
  a
• 20:41
  little
• 20:41
  bit
• 20:41
  older
• 20:42
  and
• 20:42
  that
• 20:43
  seems
• 20:43
  like
• 20:43
  an
• 20:43
  opportunity.
• 20:44
  And
• 20:44
  yeah,
• 20:45
  I
• 20:45
  definitely
• 20:45
  think
• 20:45
  Gabby
• 20:46
  could
• 20:46
  be
• 20:47
  built
• 20:47
  into
• 20:47
  something
• 20:48
  that
• 20:48
  is,
• 20:48
  is
• 20:49
  multigenerational.
• 20:50
  And
• 20:51
  so
• 20:52
  she
• 20:52
  was,
• 20:52
  she
• 20:52
  launched
• 20:53
  2021.
• 20:53
  So
• 20:53
  she's
• 20:53
  only
• 20:54
  4,
• 20:54
  5,
• 20:55
  5
• 20:55
  years
• 20:55
  old
• 20:56
  this
• 20:56
  year
• 20:57
  and
• 20:57
  showing
• 20:57
  no
• 20:58
  signs,
• 20:58
  no
• 20:59
  signs
• 20:59
  of
• 20:59
  sewing
• 20:59
  down.
• 20:59
  And
• 21:00
  I
• 21:00
  know,
• 21:00
  like,
• 21:00
  obviously
• 21:00
  the
• 21:01
  DreamWorks
• 21:01
  team
• 21:01
  work
• 21:01
  hard
• 21:02
  like
• 21:02
  getting
• 21:02
  a
• 21:02
  movie
• 21:02
  up
• 21:02
  and
• 21:03
  running
• 21:03
  and
• 21:03
  financed
• 21:03
  and
• 21:04
  pushed
• 21:04
  through
• 21:05
  and
• 21:05
  the
• 21:05
  theatrical
• 21:06
  campaign
• 21:06
  and
• 21:06
  everything
• 21:07
  that
• 21:07
  they're
• 21:07
  doing.
• 21:07
  Like
• 21:08
  they've
• 21:08
  never
• 21:09
  ever
• 21:09
  once
• 21:10
  rest.
• 21:10
  Taken
• 21:10
  a
• 21:11
  day
• 21:11
  off
• 21:11
  on
• 21:12
  Brady
• 21:12
  Stahl
• 21:12
  House.
• 21:13
  They
• 21:13
  have
• 21:13
  always
• 21:14
  been
• 21:14
  grinding
• 21:14
  and
• 21:15
  you
• 21:15
  know,
• 21:15
  I
• 21:15
  respect
• 21:15
  that.
• 21:16
  I
• 21:16
  think
• 21:16
  it's
• 21:16
  a
• 21:16
  lovely,
• 21:16
  it's
• 21:16
  a
• 21:17
  lovely,
• 21:17
  sweet
• 21:17
  show
• 21:17
  and
• 21:18
  there's
• 21:18
  plenty
• 21:18
  of
• 21:19
  it
• 21:19
  that,
• 21:19
  you
• 21:19
  know,
• 21:19
  just
• 21:19
  taps
• 21:20
  into
• 21:21
  know
• 21:21
  kids
• 21:21
  today.
• 21:21
  So
• 21:22
  yeah,
• 21:22
  I
• 21:23
  definitely
• 21:23
  think
• 21:23
  that
• 21:23
  has
• 21:23
  potential
• 21:24
  to
• 21:24
  have
• 21:24
  that
• 21:24
  longevity.
• 21:27
  I,
• 21:27
  I
• 21:28
  have
• 21:28
  one
• 21:28
  last
• 21:28
  question.
• 21:29
  Oh
• 21:30
  yeah,
• 21:31
  it's
• 21:31
  like,
• 21:31
  it's
• 21:32
  like
• 21:32
  Mastermind.
• 21:33
  We
• 21:33
  should
• 21:33
  have
• 21:34
  a
• 21:34
  spotlight
• 21:34
  on
• 21:34
  you.
• 21:36
  I'll
• 21:37
  put
• 21:37
  that
• 21:37
  in
• 21:37
  post.
• 21:38
  Yeah.
• 21:39
  I
• 21:39
  just
• 21:40
  wanted
• 21:40
  to
• 21:40
  talk
• 21:40
  about
• 21:40
  Cocomelon
• 21:42
  because
• 21:42
  Cocomelon
• 21:43
  is,
• 21:45
  seems
• 21:45
  to
• 21:45
  be
• 21:45
  into
• 21:46
  this
• 21:46
  kind
• 21:46
  of
• 21:47
  pattern
• 21:47
  of
• 21:47
  decline,
• 21:48
  shall
• 21:48
  we
• 21:48
  say?
• 21:50
  What
• 21:50
  do
• 21:50
  we
• 21:50
  think
• 21:51
  is
• 21:51
  driving
• 21:52
  that?
• 21:52
  I
• 21:52
  mean,
• 21:53
  given
• 21:53
  that
• 21:53
  we've
• 21:53
  spoken
• 21:54
  about
• 21:54
  Gabby,
• 21:55
  how
• 21:55
  they've
• 21:55
  not
• 21:56
  taken
• 21:56
  a
• 21:56
  day
• 21:56
  off
• 21:57
  and
• 21:57
  how
• 21:57
  that's
• 21:57
  really
• 21:58
  solidifying
• 21:59
  into
• 21:59
  what
• 21:59
  could
• 22:00
  be
• 22:00
  a
• 22:00
  long
• 22:00
  running
• 22:01
  franchise.
• 22:01
  Then
• 22:01
  we
• 22:01
  spoke
• 22:02
  about
• 22:02
  running
• 22:03
  franchises
• 22:04
  in
• 22:04
  spongebob
• 22:06
  and
• 22:07
  so
• 22:08
  what
• 22:08
  do
• 22:09
  we
• 22:09
  think
• 22:09
  is
• 22:09
  the
• 22:09
  challenge
• 22:09
  with
• 22:10
  Cocomelon?
• 22:11
  Is
• 22:11
  it
• 22:11
  just
• 22:12
  that
• 22:13
  that
• 22:13
  kind
• 22:14
  of
• 22:14
  IP
• 22:15
  that
• 22:15
  was
• 22:15
  the
• 22:15
  OG
• 22:16
  on,
• 22:16
  on
• 22:17
  YouTube
• 22:17
  as
• 22:17
  a
• 22:17
  shorter
• 22:18
  shelf
• 22:18
  life
• 22:19
  than
• 22:19
  those
• 22:19
  story
• 22:19
  driven
• 22:20
  IP.
• 22:20
  What
• 22:20
  do
• 22:20
  we
• 22:20
  think?
• 22:21
  Yeah,
• 22:21
  it's
• 22:21
  a
• 22:22
  tough
• 22:22
  one,
• 22:22
  isn't
• 22:22
  it?
• 22:23
  At
• 22:24
  the
• 22:24
  risk
• 22:24
  of
• 22:24
  free
• 22:24
  consulting
• 22:25
  Jo
• 22:25
  Redfern,
• 22:26
  it's.
• 22:28
  She's.
• 22:29
  Jo's
• 22:29
  just
• 22:29
  choking
• 22:29
  on
• 22:29
  her
• 22:30
  tea
• 22:30
  right
• 22:30
  now.
• 22:32
  Yeah,
• 22:32
  it's.
• 22:33
  I
• 22:33
  don't
• 22:33
  know,
• 22:33
  it's.
• 22:34
  Listen,
• 22:34
  it's
• 22:35
  still
• 22:35
  phenomenal.
• 22:35
  It's
• 22:35
  still
• 22:35
  phenomenally
• 22:36
  huge.
• 22:36
  I
• 22:36
  always
• 22:36
  say,
• 22:36
  like
• 22:38
  the
• 22:38
  decline
• 22:38
  of
• 22:38
  Cocomelon,
• 22:39
  it's
• 22:40
  always
• 22:40
  been
• 22:40
  greatly
• 22:40
  exaggerated.
• 22:41
  The
• 22:41
  numbers
• 22:41
  are
• 22:41
  there.
• 22:42
  For
• 22:42
  anybody
• 22:42
  who
• 22:42
  wants
• 22:42
  to
• 22:42
  look
• 22:42
  at
• 22:43
  the
• 22:43
  Netflix,
• 22:43
  you
• 22:44
  can
• 22:44
  see
• 22:44
  how
• 22:44
  much
• 22:44
  it's,
• 22:46
  how
• 22:46
  much
• 22:46
  its
• 22:47
  engagement
• 22:47
  numbers
• 22:47
  are
• 22:47
  down
• 22:48
  on
• 22:48
  the
• 22:48
  streaming
• 22:48
  platform.
• 22:50
  The
• 22:50
  key
• 22:50
  thing
• 22:50
  for
• 22:51
  me
• 22:51
  is
• 22:51
  that
• 22:51
  Cocomelon
• 22:52
  is
• 22:52
  such
• 22:52
  a
• 22:53
  young
• 22:53
  skewing
• 22:54
  ip,
• 22:54
  right.
• 22:55
  It
• 22:56
  is
• 22:56
  actually
• 22:56
  very
• 22:57
  narrow
• 22:57
  in
• 22:57
  its
• 22:58
  target
• 23:00
  and
• 23:02
  that
• 23:02
  ability
• 23:02
  to
• 23:03
  be
• 23:03
  multi
• 23:03
  generational,
• 23:04
  that
• 23:04
  ability
• 23:04
  to,
• 23:05
  you
• 23:06
  know,
• 23:06
  stretch
• 23:07
  up
• 23:07
  or
• 23:07
  Become
• 23:08
  comfort.
• 23:08
  TV
• 23:09
  viewing
• 23:09
  just
• 23:09
  isn't
• 23:10
  there
• 23:10
  for
• 23:10
  that
• 23:10
  type
• 23:10
  of
• 23:11
  ip.
• 23:11
  No,
• 23:11
  naturally
• 23:12
  not
• 23:12
  there.
• 23:12
  It's
• 23:13
  not
• 23:13
  a
• 23:13
  criticism
• 23:13
  on,
• 23:15
  on
• 23:15
  the
• 23:15
  IP
• 23:15
  and
• 23:16
  as
• 23:16
  it's
• 23:16
  been
• 23:16
  produced,
• 23:17
  that's.
• 23:17
  If
• 23:18
  you're
• 23:18
  gonna
• 23:18
  go
• 23:18
  for
• 23:18
  that,
• 23:19
  if,
• 23:19
  if
• 23:20
  that's
• 23:20
  your
• 23:20
  heartland,
• 23:20
  then
• 23:21
  you're
• 23:21
  just,
• 23:22
  you're
• 23:22
  ruling
• 23:22
  out
• 23:23
  certain,
• 23:23
  certain
• 23:24
  things.
• 23:24
  And
• 23:25
  again,
• 23:25
  I,
• 23:27
  Yeah.
• 23:27
  I
• 23:27
  also
• 23:28
  wondered,
• 23:28
  do
• 23:28
  you
• 23:28
  think,
• 23:30
  do
• 23:30
  you
• 23:30
  think
• 23:31
  something
• 23:31
  like
• 23:32
  Cocomelon,
• 23:32
  by
• 23:33
  being
• 23:33
  more
• 23:34
  audience
• 23:35
  first
• 23:35
  in
• 23:36
  some
• 23:36
  ways
• 23:36
  or
• 23:36
  very
• 23:37
  audience
• 23:37
  responsive
• 23:39
  in
• 23:39
  some,
• 23:40
  that
• 23:41
  that
• 23:42
  kind
• 23:42
  of
• 23:42
  naturally
• 23:42
  ends
• 23:43
  up
• 23:43
  having
• 23:43
  a
• 23:43
  shorter
• 23:43
  shelf
• 23:44
  life
• 23:44
  because
• 23:45
  the
• 23:45
  audience
• 23:46
  maybe
• 23:46
  get
• 23:46
  a
• 23:47
  bit
• 23:47
  tired
• 23:47
  of
• 23:48
  that
• 23:49
  in
• 23:49
  a
• 23:49
  way
• 23:49
  that
• 23:50
  more
• 23:50
  maybe
• 23:51
  creator
• 23:51
  driven
• 23:52
  shows
• 23:54
  have
• 23:54
  a
• 23:54
  kind
• 23:54
  of
• 23:54
  more
• 23:55
  durability.
• 23:57
  Yeah.
• 23:57
  I'm
• 23:57
  saying.
• 23:58
  No,
• 23:58
  I
• 23:58
  don't.
• 23:58
  But
• 23:58
  you,
• 24:00
  but
• 24:00
  you
• 24:00
  mean
• 24:01
  because
• 24:01
  they're
• 24:01
  like,
• 24:01
  they're
• 24:01
  reacting
• 24:02
  to
• 24:02
  aud.
• 24:02
  Like,
• 24:03
  like
• 24:03
  audience
• 24:04
  because
• 24:04
  they're
• 24:04
  so
• 24:05
  kind
• 24:05
  of
• 24:06
  engineered
• 24:07
  to
• 24:07
  deliver
• 24:07
  what
• 24:08
  the
• 24:08
  audience
• 24:08
  is
• 24:08
  telling
• 24:09
  them
• 24:09
  that
• 24:09
  they
• 24:09
  want.
• 24:10
  Yeah.
• 24:10
  That,
• 24:11
  that
• 24:11
  in
• 24:12
  some
• 24:12
  ways
• 24:12
  those,
• 24:13
  that
• 24:13
  can,
• 24:14
  that
• 24:14
  can
• 24:14
  mean
• 24:14
  that
• 24:15
  it
• 24:15
  has
• 24:15
  a
• 24:15
  shorter
• 24:16
  shelf
• 24:16
  life
• 24:16
  because
• 24:17
  the
• 24:18
  flavor
• 24:18
  of
• 24:18
  that
• 24:18
  bubblegum
• 24:19
  gets
• 24:19
  kind
• 24:20
  of.
• 24:20
  You
• 24:20
  lose
• 24:21
  it
• 24:21
  quicker.
• 24:22
  Yeah,
• 24:23
  I
• 24:23
  think
• 24:23
  I,
• 24:23
  I
• 24:23
  know
• 24:23
  what
• 24:23
  you're
• 24:24
  saying
• 24:24
  that,
• 24:24
  you
• 24:24
  know,
• 24:24
  it's
• 24:25
  like
• 24:25
  what
• 24:25
  is
• 24:25
  at
• 24:25
  the
• 24:26
  end,
• 24:27
  what
• 24:27
  is
• 24:27
  at
• 24:27
  the
• 24:27
  creative
• 24:28
  heart
• 24:28
  of
• 24:28
  Cocomel?
• 24:29
  And
• 24:29
  I
• 24:29
  can
• 24:29
  hear
• 24:30
  Andy
• 24:30
  the
• 24:30
  producer
• 24:31
  talking
• 24:31
  very
• 24:31
  much
• 24:32
  so
• 24:32
  here.
• 24:32
  It's
• 24:32
  like,
• 24:32
  what
• 24:32
  is
• 24:32
  that?
• 24:33
  The
• 24:33
  creative
• 24:33
  heart
• 24:33
  of
• 24:33
  like
• 24:34
  pushing
• 24:34
  this
• 24:35
  story
• 24:35
  forward.
• 24:36
  Yeah.
• 24:38
  And
• 24:38
  trying
• 24:38
  to
• 24:39
  like,
• 24:39
  to
• 24:39
  be,
• 24:39
  to
• 24:39
  be
• 24:40
  really
• 24:40
  clear
• 24:40
  on
• 24:40
  that.
• 24:40
  And
• 24:41
  maybe,
• 24:41
  you
• 24:42
  know,
• 24:42
  looking
• 24:43
  at
• 24:43
  Cocomelon,
• 24:43
  like
• 24:43
  can
• 24:44
  you
• 24:44
  like.
• 24:45
  I
• 24:45
  totally
• 24:45
  get
• 24:45
  your
• 24:45
  point.
• 24:45
  You
• 24:46
  can't
• 24:46
  really.
• 24:46
  Can
• 24:46
  you
• 24:47
  distill
• 24:47
  it
• 24:47
  into
• 24:47
  something
• 24:47
  that
• 24:48
  like
• 24:48
  is.
• 24:48
  What's
• 24:49
  the
• 24:49
  creative
• 24:49
  DNA,
• 24:50
  Creative
• 24:50
  part
• 24:50
  of
• 24:50
  it?
• 24:50
  And
• 24:51
  that's
• 24:51
  not
• 24:51
  a
• 24:51
  preschool
• 24:52
  thing
• 24:52
  necessarily
• 24:52
  because
• 24:53
  like
• 24:53
  what's
• 24:53
  at
• 24:53
  the
• 24:53
  creative
• 24:54
  heart
• 24:54
  of
• 24:54
  Ms.
• 24:54
  Rachel?
• 24:55
  I
• 24:55
  would
• 24:55
  say
• 24:55
  like
• 24:56
  education
• 24:57
  and
• 24:57
  connection
• 24:58
  with
• 24:58
  kids,
• 24:58
  firstly.
• 24:59
  Yeah.
• 24:59
  But
• 25:00
  also
• 25:00
  obviously
• 25:00
  there's
• 25:01
  one,
• 25:02
  one
• 25:02
  or
• 25:03
  two.
• 25:03
  Like
• 25:03
  her
• 25:03
  and
• 25:03
  her
• 25:04
  husband
• 25:04
  have
• 25:04
  a
• 25:04
  vision
• 25:04
  on
• 25:05
  what
• 25:05
  this
• 25:05
  IP
• 25:06
  is
• 25:06
  and
• 25:06
  what
• 25:07
  they
• 25:07
  want
• 25:07
  it
• 25:07
  to
• 25:08
  be
• 25:08
  moving
• 25:08
  forward
• 25:09
  that's
• 25:09
  not
• 25:09
  just
• 25:10
  based
• 25:10
  on
• 25:10
  the
• 25:10
  audience
• 25:11
  feedback.
• 25:12
  So.
• 25:12
  Yeah,
• 25:13
  I
• 25:13
  think
• 25:13
  you
• 25:13
  might
• 25:13
  be
• 25:13
  on
• 25:13
  something
• 25:14
  there.
• 25:14
  I
• 25:14
  don't
• 25:14
  know.
• 25:14
  We
• 25:14
  need
• 25:15
  to,
• 25:15
  we
• 25:15
  need
• 25:15
  to
• 25:15
  chew
• 25:15
  that
• 25:15
  one
• 25:16
  around
• 25:16
  a
• 25:16
  bit
• 25:16
  and
• 25:16
  like.
• 25:17
  Yeah,
• 25:17
  like,
• 25:17
  because
• 25:17
  it's,
• 25:18
  it's.
• 25:20
  Yeah,
• 25:20
  I
• 25:20
  kind
• 25:21
  of.
• 25:21
  I
• 25:21
  hear
• 25:21
  what
• 25:21
  you're
• 25:22
  saying
• 25:22
  and
• 25:22
  listen,
• 25:23
  it's
• 25:23
  hard.
• 25:24
  You
• 25:24
  can't
• 25:24
  get
• 25:24
  the
• 25:24
  data
• 25:24
  to
• 25:25
  definitively
• 25:25
  back
• 25:26
  that
• 25:26
  up.
• 25:26
  It's.
• 25:26
  Yeah,
• 25:27
  that's
• 25:28
  a
• 25:28
  fair
• 25:28
  question,
• 25:28
  I
• 25:28
  would
• 25:28
  say.
• 25:29
  Yeah,
• 25:30
  it
• 25:30
  is,
• 25:30
  it's
• 25:30
  interesting
• 25:31
  because
• 25:31
  it
• 25:31
  is
• 25:31
  very
• 25:31
  specific,
• 25:32
  isn't
• 25:32
  it?
• 25:32
  Like
• 25:33
  you
• 25:33
  said
• 25:33
  it's
• 25:33
  very
• 25:33
  young,
• 25:33
  but
• 25:34
  it
• 25:34
  also
• 25:34
  does
• 25:34
  a
• 25:34
  very
• 25:35
  specific
• 25:35
  job.
• 25:36
  But
• 25:36
  that
• 25:36
  in
• 25:37
  itself
• 25:37
  makes
• 25:37
  it
• 25:38
  quite
• 25:38
  narrow.
• 25:38
  Yes.
• 25:39
  Which
• 25:40
  is
• 25:40
  perhaps
• 25:41
  a
• 25:41
  limit,
• 25:41
  but
• 25:41
  like
• 25:42
  you
• 25:42
  said,
• 25:42
  still
• 25:43
  very
• 25:43
  much
• 25:44
  a
• 25:44
  workhorse
• 25:45
  doing
• 25:45
  the
• 25:45
  numbers.
• 25:46
  By
• 25:46
  no
• 25:46
  means
• 25:47
  in
• 25:47
  the
• 25:47
  doldrums
• 25:48
  yet.
• 25:48
  The
• 25:48
  other
• 25:48
  thing
• 25:48
  you
• 25:48
  need
• 25:49
  to
• 25:49
  factor
• 25:49
  in
• 25:49
  on
• 25:50
  it
• 25:50
  all
• 25:50
  is
• 25:50
  like,
• 25:50
  Cocomelon's
• 25:51
  on
• 25:51
  its
• 25:51
  way
• 25:51
  to
• 25:51
  Disney.
• 25:52
  Right.
• 25:52
  So,
• 25:53
  you
• 25:53
  know.
• 25:54
  Yeah,
• 25:55
  that's.
• 25:56
  You
• 25:56
  know,
• 25:56
  it's
• 25:57
  some.
• 25:57
  Some
• 25:58
  of
• 25:58
  its
• 25:58
  influx.
• 25:58
  Right.
• 25:59
  Like,
• 25:59
  who's
• 25:59
  to
• 26:00
  know?
• 26:00
  Like,
• 26:00
  Netflix
• 26:01
  only
• 26:01
  let
• 26:01
  the
• 26:01
  algorithm
• 26:02
  do
• 26:02
  the
• 26:02
  talking,
• 26:02
  allegedly.
• 26:03
  Right.
• 26:03
  You
• 26:03
  know,
• 26:04
  but
• 26:04
  the
• 26:05
  priority
• 26:05
  of
• 26:05
  the.
• 26:05
  The
• 26:06
  priority
• 26:06
  of
• 26:06
  its
• 26:06
  longevity
• 26:07
  within
• 26:07
  that
• 26:07
  Netflix,
• 26:09
  you
• 26:09
  know,
• 26:09
  within.
• 26:09
  Within
• 26:10
  that
• 26:10
  Netflix
• 26:10
  arrangement
• 26:11
  is
• 26:11
  going
• 26:11
  to
• 26:11
  be
• 26:11
  concluding
• 26:12
  Netflix
• 26:12
  will
• 26:13
  always
• 26:14
  retain
• 26:14
  Coco
• 26:14
  Melanin
• 26:15
  for
• 26:15
  like
• 26:15
  another
• 26:16
  20
• 26:16
  years
• 26:16
  or
• 26:16
  something
• 26:16
  like
• 26:17
  that.
• 26:17
  But
• 26:18
  it's
• 26:18
  a
• 26:18
  good
• 26:18
  point,
• 26:19
  you
• 26:19
  know,
• 26:19
  so,
• 26:19
  like,
• 26:20
  it.
• 26:21
  It
• 26:21
  is
• 26:21
  an
• 26:21
  IP
• 26:22
  in
• 26:22
  flux.
• 26:22
  Right.
• 26:23
  We
• 26:23
  can.
• 26:23
  The
• 26:24
  numbers
• 26:24
  are
• 26:24
  declining
• 26:24
  on
• 26:25
  Netflix.
• 26:25
  Right.
• 26:25
  That's
• 26:26
  lots
• 26:26
  in
• 26:26
  the
• 26:26
  data.
• 26:27
  And
• 26:28
  it's
• 26:28
  coming
• 26:28
  out
• 26:28
  with
• 26:28
  its
• 26:29
  movie,
• 26:29
  which,
• 26:30
  you
• 26:30
  know.
• 26:30
  Yeah.
• 26:31
  Who
• 26:31
  knows
• 26:32
  what.
• 26:32
  I
• 26:32
  don't.
• 26:33
  You
• 26:33
  know
• 26:33
  what?
• 26:33
  That.
• 26:34
  That's
• 26:34
  just
• 26:34
  like,
• 26:36
  so
• 26:36
  something
• 26:37
  in
• 26:37
  change
• 26:37
  for
• 26:38
  sure.
• 26:38
  And
• 26:38
  definitely
• 26:39
  still
• 26:39
  big.
• 26:39
  Right.
• 26:40
  Like,
• 26:40
  not
• 26:41
  like
• 26:41
  it's.
• 26:41
  It.
• 26:42
  Tales
• 26:42
  of
• 26:42
  its
• 26:42
  demise
• 26:43
  have
• 26:43
  been
• 26:44
  overstayed
• 26:44
  vastly.
• 26:45
  Right.
• 26:45
  Like,
• 26:45
  it's
• 26:46
  still.
• 26:46
  It's
• 26:46
  still
• 26:46
  huge.
• 26:47
  It's
• 26:47
  still.
• 26:47
  It's
• 26:47
  still
• 26:47
  a
• 26:48
  really
• 26:48
  big
• 26:48
  IP
• 26:49
  in
• 26:49
  a.
• 26:49
  And
• 26:50
  in
• 26:50
  a
• 26:50
  really
• 26:50
  competitive
• 26:50
  landscape,
• 26:51
  still
• 26:51
  holding.
• 26:52
  Still
• 26:52
  holding
• 26:52
  space.
• 26:52
  So,
• 26:53
  yeah,
• 26:54
  absolutely.
• 26:55
  I
• 26:55
  had
• 26:55
  one
• 26:55
  last
• 26:55
  question,
• 26:56
  actually,
• 26:56
  which
• 26:56
  was,
• 26:58
  do
• 26:58
  you
• 26:58
  have
• 26:58
  any
• 26:59
  tips
• 26:59
  for
• 27:00
  who
• 27:00
  might
• 27:01
  steal
• 27:01
  the
• 27:01
  number
• 27:01
  one
• 27:02
  spot
• 27:02
  from
• 27:03
  Paw
• 27:03
  Patrol?
• 27:05
  I
• 27:05
  don't
• 27:05
  know
• 27:06
  who's
• 27:06
  coming
• 27:06
  up.
• 27:06
  I'm
• 27:06
  going
• 27:07
  to
• 27:07
  set
• 27:07
  up
• 27:07
  a
• 27:07
  prediction
• 27:08
  market
• 27:08
  on
• 27:08
  this.
• 27:08
  Yeah,
• 27:09
  we
• 27:09
  could.
• 27:10
  It's
• 27:10
  a
• 27:10
  hard
• 27:10
  one.
• 27:11
  I
• 27:11
  don't
• 27:11
  know.
• 27:11
  I.
• 27:11
  I
• 27:11
  need
• 27:12
  to
• 27:12
  see
• 27:12
  the.
• 27:13
  It
• 27:13
  depends
• 27:13
  on
• 27:13
  the
• 27:13
  windows.
• 27:14
  Right.
• 27:14
  Like,
• 27:14
  I
• 27:14
  think.
• 27:15
  I
• 27:16
  think
• 27:16
  Cocomelon.
• 27:16
  Oh,
• 27:17
  sorry.
• 27:17
  I
• 27:17
  think
• 27:17
  Paw
• 27:18
  Patrol
• 27:18
  could
• 27:18
  hold
• 27:18
  it
• 27:19
  because
• 27:20
  I
• 27:20
  doubt
• 27:21
  the
• 27:21
  window
• 27:21
  they've
• 27:21
  done
• 27:21
  on
• 27:22
  the
• 27:22
  US
• 27:22
  on
• 27:23
  those
• 27:23
  US
• 27:23
  Seasons
• 27:24
  is
• 27:24
  going
• 27:24
  to
• 27:24
  be
• 27:24
  like,
• 27:25
  less
• 27:25
  than
• 27:25
  a
• 27:25
  year.
• 27:25
  Right.
• 27:26
  Like,
• 27:26
  it's
• 27:26
  going
• 27:26
  to
• 27:26
  be
• 27:26
  at
• 27:27
  least
• 27:27
  a
• 27:27
  year,
• 27:28
  whether
• 27:29
  they
• 27:29
  add
• 27:29
  more
• 27:29
  seasons.
• 27:30
  If
• 27:30
  they.
• 27:30
  So
• 27:30
  I
• 27:31
  think
• 27:31
  they've
• 27:31
  got
• 27:31
  two
• 27:31
  seasons
• 27:32
  on
• 27:32
  in
• 27:32
  the
• 27:32
  US
• 27:32
  if
• 27:32
  they
• 27:32
  were
• 27:33
  able
• 27:33
  to
• 27:33
  open
• 27:33
  up
• 27:33
  another
• 27:33
  few
• 27:34
  and
• 27:34
  add
• 27:35
  to
• 27:35
  that,
• 27:35
  then
• 27:35
  that
• 27:35
  could
• 27:35
  be
• 27:36
  quite
• 27:36
  potent.
• 27:38
  Peppa's
• 27:39
  been
• 27:39
  doing
• 27:39
  a
• 27:39
  lot
• 27:39
  of
• 27:41
  moving
• 27:41
  and
• 27:41
  shaking
• 27:41
  as
• 27:42
  well.
• 27:42
  Right.
• 27:42
  This
• 27:42
  last
• 27:42
  year
• 27:43
  we
• 27:43
  had
• 27:43
  Ezra
• 27:43
  on
• 27:43
  the
• 27:43
  podcast.
• 27:44
  I
• 27:44
  don't
• 27:44
  even
• 27:45
  want
• 27:45
  to
• 27:45
  know
• 27:45
  when
• 27:45
  that
• 27:45
  was.
• 27:45
  But
• 27:46
  you
• 27:46
  know
• 27:47
  that
• 27:48
  that's
• 27:48
  an
• 27:48
  IP
• 27:49
  that's
• 27:49
  in
• 27:49
  activation
• 27:50
  mode
• 27:50
  even
• 27:51
  though
• 27:51
  it's
• 27:51
  20
• 27:51
  years
• 27:52
  old.
• 27:52
  Right.
• 27:52
  So
• 27:53
  never
• 27:53
  to
• 27:53
  be
• 27:53
  discounted.
• 27:54
  And
• 27:54
  then
• 27:55
  Gabby's
• 27:56
  dollhouse
• 27:56
  is,
• 27:56
  you
• 27:56
  know,
• 27:57
  again,
• 27:57
  the,
• 27:57
  the,
• 27:58
  the
• 27:59
  that
• 27:59
  team
• 27:59
  never
• 28:00
  take
• 28:00
  a
• 28:00
  day
• 28:00
  off.
• 28:00
  They're
• 28:00
  always
• 28:01
  finding
• 28:01
  a
• 28:01
  way
• 28:01
  to
• 28:01
  grind.
• 28:02
  And
• 28:02
  so,
• 28:04
  yeah,
• 28:05
  it's
• 28:05
  really,
• 28:06
  really
• 28:06
  competitive,
• 28:07
  which
• 28:07
  makes
• 28:08
  it,
• 28:08
  as
• 28:08
  I
• 28:08
  said,
• 28:08
  exciting
• 28:09
  and
• 28:09
  fun.
• 28:11
  Good
• 28:11
  stuff.
• 28:11
  So
• 28:12
  how
• 28:12
  do
• 28:12
  people
• 28:13
  get
• 28:14
  their
• 28:14
  hands
• 28:15
  on
• 28:15
  a
• 28:15
  copy
• 28:15
  of
• 28:15
  this
• 28:15
  Netflix
• 28:16
  report?
• 28:16
  Emily?
• 28:17
  Definitely.
• 28:18
  Yes.
• 28:19
  Good
• 28:19
  job,
• 28:19
  Joe.
• 28:19
  The
• 28:20
  sales
• 28:20
  part,
• 28:20
  right?
• 28:22
  Drop
• 28:22
  them
• 28:22
  on
• 28:23
  LinkedIn
• 28:23
  if
• 28:23
  you're
• 28:23
  interested
• 28:24
  in
• 28:24
  hearing
• 28:24
  more.
• 28:25
  We've
• 28:26
  got
• 28:26
  packages
• 28:26
  for
• 28:27
  business
• 28:27
  to
• 28:27
  business
• 28:27
  packages
• 28:29
  for
• 28:30
  the
• 28:30
  full
• 28:30
  thought
• 28:30
  report
• 28:30
  and
• 28:31
  webinars.
• 28:32
  And
• 28:32
  you
• 28:32
  can
• 28:32
  find
• 28:32
  out
• 28:32
  more@e
• 28:33
  wordmedia.com
• 28:35
  or
• 28:35
  sign
• 28:35
  up
• 28:35
  for
• 28:36
  my
• 28:36
  newsletter,
• 28:36
  the
• 28:36
  Kids
• 28:37
  StreamerSphere.com
• 28:38
  where
• 28:38
  we'll
• 28:39
  be
• 28:39
  sharing
• 28:39
  some
• 28:39
  extracts
• 28:40
  from
• 28:40
  it
• 28:40
  as
• 28:40
  well
• 28:40
  with,
• 28:41
  with
• 28:41
  paid
• 28:41
  subscribers.
• 28:42
  So,
• 28:43
  yeah,
• 28:44
  thanks
• 28:44
  so
• 28:44
  much,
• 28:44
  guys.
• 28:45
  I've
• 28:45
  been
• 28:45
  like,
• 28:45
  you
• 28:45
  know,
• 28:45
  I've
• 28:46
  been
• 28:46
  like
• 28:46
  cooking
• 28:47
  on
• 28:47
  this
• 28:47
  for
• 28:48
  a
• 28:48
  number
• 28:48
  of
• 28:48
  weeks.
• 28:49
  It's
• 28:49
  been
• 28:49
  like
• 28:49
  on
• 28:49
  the
• 28:49
  tip
• 28:50
  of
• 28:50
  my
• 28:50
  tongue.
• 28:50
  So
• 28:50
  I
• 28:51
  think
• 28:51
  I
• 28:51
  appreciate
• 28:51
  the
• 28:52
  opportunity
• 28:52
  to
• 28:52
  chat
• 28:53
  with
• 28:53
  you
• 28:53
  both
• 28:53
  about
• 28:53
  it.
• 28:55
  Yeah,
• 28:55
  it's
• 28:55
  great.
• 28:56
  This
• 28:56
  is
• 28:56
  good,
• 28:57
  good
• 28:57
  intel.
• 28:57
  It's
• 28:58
  a
• 28:58
  good
• 28:58
  week.
• 28:59
  We
• 28:59
  love
• 28:59
  a
• 28:59
  bit
• 28:59
  of
• 28:59
  Intel.
• 29:00
  Genescent
• 29:00
  data.
• 29:00
  That's
• 29:01
  what
• 29:01
  sums
• 29:01
  it
• 29:01
  up.
• 29:03
  Absolutely.
• 29:04
  That
• 29:04
  was
• 29:04
  great.
• 29:05
  Shall
• 29:06
  I
• 29:06
  do
• 29:06
  a
• 29:06
  quick
• 29:06
  sign
• 29:07
  off?
• 29:09
  So
• 29:10
  I
• 29:10
  hope
• 29:10
  you
• 29:10
  guys
• 29:10
  enjoyed
• 29:11
  that
• 29:12
  quick
• 29:12
  bonus
• 29:13
  episode
• 29:13
  and
• 29:15
  please
• 29:15
  like
• 29:16
  and
• 29:16
  subscribe
• 29:16
  and
• 29:16
  find
• 29:17
  us
• 29:17
  wherever
• 29:17
  you
• 29:17
  get
• 29:17
  your
• 29:18
  podcast
• 29:18
  and
• 29:18
  we
• 29:18
  will
• 29:19
  see
• 29:19
  you
• 29:19
  guys
• 29:19
  next
• 29:20
  week.
• 29:30
  But.