Member Mailing #253: AMC Networks, Starz & "Genre Wars" Strategies

AMC's Q4 earnings revealed big wins in its "genre wars" strategy, but a comparison to Starz, a "genre wars" competitor, reveals big weaknesses, too

AMC Networks reported its full year and Q4 earnings last week. I gave AMC Networks a special mention in the Fiduciary vs. Visionary slide of my Lessons from 2020, Predictions for 2021 presentation:

AMC went against conventional wisdom and found success in a portfolio of niche genre-focused apps. It then later added a subscription bundle (AMC+) with all a…