[HN Gopher] The Economics of Broadway Shows
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       The Economics of Broadway Shows
        
       Author : yarapavan
       Score  : 64 points
       Date   : 2021-11-27 11:41 UTC (1 days ago)
        
 (HTM) web link (thehustle.co)
 (TXT) w3m dump (thehustle.co)
        
       | TomAbel wrote:
       | Here is two interesting articles from The Economist where they
       | analyse the success of Hamilton[1] and where they see if you
       | could have predicted the success of Hamilton[2] and here is a in
       | depth post on the data and methodology of the model they created
       | and used[3]
       | 
       | [1]https://www.economist.com/business/2016/06/16/no-business-
       | li...
       | 
       | Archive of the first Article https://archive.md/L3xzV
       | 
       | [2]https://www.economist.com/the-economist-
       | explains/2016/06/15/...
       | 
       | Archive of the second Article https://archive.md/oylse
       | 
       | [3]http://www.economist.com/broadway-business
       | 
       | Archive https://archive.md/5HUpH
        
         | B1FF_PSUVM wrote:
         | > could have predicted the success
         | 
         | Some wag, noting how economists were better at explaining the
         | past, remarked they had successfully predicted nine out of the
         | last five crises ...
        
           | tsimionescu wrote:
           | There's also an observation that economists are the people
           | most able to tell you how long your nails will be in 5 years
           | assuming you never cut them.
        
         | dehrmann wrote:
         | The main sign it was going to be a success was a performance
         | Lin-Manuel Miranda did at the White House. Listen for where the
         | laughs are; they're not there when you see it on Broadway (and
         | I assume The Public Theater).
         | 
         | https://www.youtube.com/watch?v=WNFf7nMIGnE
         | 
         | That's important because the premise is high school cringy.
         | Let's take a historical story _and set it to rap!_ If it wasn
         | 't so well-executed, it would have come off as painfully
         | gimmicky.
        
           | anm89 wrote:
           | I would say the general perception is that it was extremely
           | cringey.
           | 
           | Obviously they found a large enough audience that disagreed
           | but I don't think they were a majority.
           | 
           | Obviously anecdotal.
        
             | ethagknight wrote:
             | >>General perception of extremely cringey
             | 
             | I'll offer a counterpoint. I've seen it once live and soon
             | going to see it twice next time it comes to town in a few
             | months. I can't wait, I'm giddy. A whole lot of people out
             | there clearly are too.
             | 
             | I totally get that some people literally can't understand
             | rap music words. If you are hard of hearing and aren't
             | familiar with the story, you are totally lost in the
             | audience (ESPECIALLY as the actors change characters after
             | intermission)
             | 
             | In my experience there's a group of annoying "New Yorkers"
             | (aka people who identify as New Yorkers, as in they lived
             | there during an internship in college or spent a couple
             | years "working in finance" finding themselves before moving
             | back to Tupelo) who love to shit on anyone who recently saw
             | Hamilton; they roll their eyes and say "oh yes yes I saw
             | the original cast back in 2015, it was cute..." Calling
             | Hamilton extremely cringey sounds like signaling or
             | sneetching vs. an honest critique of the show. It's a thing
             | I've noticed repeatedly and this comment fits that bill,
             | and I don't know why it bothers me more than simply saying
             | "I didn't care for it" but it does.
             | 
             | Hamilton is a phenomenal work of art, the White House
             | performance is a peek at creative genius in process, my
             | kids have probably watched the Disney+ production 100 times
             | and know all the words to (almost ;) ) every song and
             | therefore know more about that specific era of American
             | history than I did until I was much older.
             | 
             | Back to the TFA, I think it was such a runaway success
             | compared to other shows because it feels like an intensely
             | personal work of art and not just "let's copy paste and
             | bang out another ALW formula show." There's no shortage of
             | misguided efforts at for-profit art, and people scratch
             | their heads wondering why their absurdist introspection of
             | (fill in the blank) or the kinkade-y reboot of some hit in
             | another format didn't rake in a billion dollars. The
             | soundtrack is light years more listenable than most other
             | musicals; that's very subjective but I think it's a
             | significant part. I appreciate the overarching message of
             | Hamilton, power of the pen, the hope for the future, the
             | need to take smart action, the ability to recover from
             | mistakes, and the inability to recover from letting pride
             | override rational decision making. There's just so much
             | there.
             | 
             | One more thought on the overall economics of a show not
             | discussed in the article: since shows are largely seen by
             | tourists, as a tourist, there's more to the cost of the
             | show than the ticket itself. The opportunity cost is the
             | most expensive part, and only devoted fans of theater are
             | going to see more than 1-2 shows on a tourist visit to NYC.
             | If I'm going to see a show, it better be good, and I have
             | little interest in risking a precious afternoon in NYC on a
             | swing-and-a-miss. As such, it makes me wonder if a second
             | line touring circuit is possible for very small shows to
             | get exposure in other smaller cities (any other city
             | besides NYC). It would almost have to be a very intensive
             | 4-5 performances a day for 3-5 days in a city, with a brief
             | but panoramic advert blitz at the local level. The
             | equivalent of a small up and coming music group refining
             | their grind and performance at college bars across the
             | country before hitting it big. Digital projection of sets,
             | keeping a deep bench of local stand ins available as
             | needed, relatively standardized audio production
             | requirements, A reciprocal agreement amongst a network of
             | theaters, with a special deal with a nearby hotel in each
             | market could take a lot of the load and cost off. Maybe it
             | already exists.
             | 
             | (some revisions/edits throughout)
        
               | dehrmann wrote:
               | > As such, it makes me wonder if a second line touring
               | circuit is possible for very small shows to get exposure
               | in other smaller cities (any other city besides NYC)
               | 
               | Cities like SF will keep getting first national tours and
               | have somewhat limited theater space, so it might not make
               | sense to take shows there, but I could see it working for
               | critically acclaimed shows in towns with community
               | theaters and season ticket holder willing to spend $50.
        
             | redwood wrote:
             | Have you seen it? I thought it was incredible. And
             | informative. And I assumed what you described before I saw
             | it
        
             | gwern wrote:
             | Are you sure the target audience doesn't also find it
             | cringey now? I noticed Hamilton seemed to drop out of the
             | zeitgeist almost overnight at some point. It wasn't as
             | precipitous as Game of Thrones's fall, perhaps, but it was
             | fast. Can you imagine the Obamas saying Hamilton is the
             | "best piece of art in any form that I have ever seen in my
             | life" (https://www.nytimes.com/2016/03/15/theater/hamilton-
             | takes-a-...) today? Seems unlikely.
        
               | dehrmann wrote:
               | It certainly plays differently post George Floyd.
               | 
               | I'm not sure how long it took for Rent to feel cringy,
               | but the premise of 20-somethings trying their hardest to
               | avoid getting jobs so they can continue being artists
               | also didn't age well.
        
       | tobtoh wrote:
       | As someone who moonlights in the theatre industry (as a theatre
       | photographer), I'm vaguely familiar with the economics of putting
       | on shows - the article is very interesting and tallies with my
       | experience.
       | 
       | However, I do question one line in the article:
       | 
       | > The average income of Broadwaygoers in 2018-19 was $261k --
       | roughly 4x the median household income in the US.
       | 
       | $261k?!? the _average_ income of attendees?!? That 's can't be
       | right can it?
        
         | throwaway55421 wrote:
         | Why not?
         | 
         | I don't know the stats in the UK, but anecdotally, everyone I
         | know who regularly goes to the theatre (as opposed to
         | occasionally e.g. once every year or two) isn't far off
         | financial independence.
         | 
         | Poor people will just watch it on TV.
        
         | chii wrote:
         | if there's a number of ultra-high net worth people there, it
         | would push the average up, by a lot probably. Median income is
         | a more representative number than average, when there would be
         | outliers like that.
        
           | tobtoh wrote:
           | Oh of course. I forgot about the difference between median
           | and average!
           | 
           | For the purpose of the point the article was making in that
           | section (about how the efforts to 'make Broadway more
           | affordable and more democratic come up short.', the 'average'
           | income seems particularly useless as a metric to gauge
           | success.
           | 
           | As you point out, the median is a much better metric.
        
             | lotsofpulp wrote:
             | I think we need a law that all data needs to be presented
             | in deciles, or at least quintiles.
             | 
             | It is incredibly annoying to know that someone had the data
             | and chose to not show its distribution, when it costs them
             | almost nothing to do so. I assume any use of the word
             | "average" without specifying mean or median, or really any
             | use of mean average, to be clickbait because there is no
             | reason to use it when you know the underlying distribution
             | is skewed.
        
         | dehrmann wrote:
         | As others have said, median is more interesting, but also
         | remember that there's a selection bias: these are people
         | traveling to or living in one of the country's most expensive
         | cities.
        
         | mbg721 wrote:
         | If Jeff Bezos (in a disguise) went to one show, how long would
         | it take to bring the average back down?
        
           | krallja wrote:
           | Not a hypothetical: https://pagesix.com/2021/10/11/amazons-
           | jeff-bezos-has-date-n...
        
         | sandworm101 wrote:
         | How many Broadway tickets have you bought recently? Not many
         | regular people can afford to go regularly. I'm not broke, but
         | spending 400+ on a pair of tickets, plus other costs ... That
         | is not something I would do every month.
        
           | [deleted]
        
       | imapeopleperson wrote:
       | > union contracts
        
         | farp wrote:
         | ...determine what defines a Broadway show vs an off-Broadway
         | show. Otherwise never mentioned in TFA.
        
         | xkv wrote:
         | ...codify what counts as a "Broadway" vs an "off-Broadway"
         | show.
        
       | PaulRobinson wrote:
       | Not knowing what makes a hit vs a flop seems... strange.
       | 
       | Familiar actors and stories might help, but also things that are
       | clever and artistically memorable (e.g. Hamilton) have got to
       | help.
       | 
       | I'd also be interested to know how many shows start off-Broadway
       | or off-off-Broadway (100-500 seats and below 100 seats as per
       | this article), and move up to the bigger theatres: test a show in
       | a smaller venue, see if people/critics talk about it, let supply
       | build and keep production costs capped.
       | 
       | Some might argue - especially for musicals - that you can't
       | produce "good" shows without much less in the way of production
       | costs, but I think that could be a fallacy. I've watched enough
       | shows and plays to know when one has good "bones" that could be
       | enhanced with bigger sets, better actors, etc. and which are
       | going to die no matter what you do.
       | 
       | Hamilton would have been getting talked about and supply not
       | meeting demand if it was Lin-Manuel Miranda in a backroom of a
       | bar in a frock coat, a small band and some acting students making
       | up the rest of the cast. The bones are so good on that show -
       | it's clever, musically arresting, compelling story arc, memorable
       | performance from himself - that anybody who would have seen it
       | would have told their friends about it the next day.
       | 
       | Some shows need to be big at the start, but they already have
       | "built-in" audiences: Lion King trades on childhood memories of
       | the film, it's not hard to see why it would be a success.
       | 
       | Spider-Man which the article touches on was always a bit of a
       | gamble: it has built-in audience, but how many people think of
       | the Spider-Man films _fondly_?
       | 
       | Contrast with Back To the Future which I saw premiere in
       | Manchester, UK (the toughest place to test a show in the World
       | perhaps), before lockdown, and it's moved to the West End and I'd
       | predict is going to be huge on Broadway. Great bones, great
       | built-in audience who love revisiting the film and story
       | repeatedly.
       | 
       | Perhaps I'm in the wrong industry, but this seems so, so much
       | easier than software businesses...
        
         | Grakel wrote:
         | Hamilton was workshopped for a very long time and then had a
         | long Off Broadway run at The Public Theatre where additional
         | changes were made. A huge amount of money went into it because
         | of the trust that Lin Manuel had generated with previous work.
         | 
         | Spiderman was in tech for over a year (beta testing) because
         | the damned flying didn't work. Then they radically changed the
         | script because it hadn't been workshopped, and it was still
         | terrible.
         | 
         | I would encourage you to work on a theatrical production some
         | time. I think you'll find a lot of familiar difficulties,
         | including insane schedules, incompetent management, project
         | bloat, abuse and burnout.
        
           | wombatmobile wrote:
           | > ... insane schedules, incompetent management, project
           | bloat, abuse and burnout.
           | 
           | ... and as TFA says, financial calamities, and yet, we
           | persist, and we love all of love it, and this art will never
           | die.
           | 
           | Why?
           | 
           | It's the essence of us.
           | 
           | Story telling is the BIOS of humanity.
        
           | mbg721 wrote:
           | People talk about network effects and how beneficial it is to
           | be in Silicon Valley if you're a startup--the same thing has
           | _got_ to be true about New York for on-stage performance. The
           | last time I was there, I picked some random off-off-Broadway
           | thing to go see for twenty bucks, in what was basically a
           | hotel bar, and the quality of the acting was incredible.
        
             | oddthink wrote:
             | It's definitely true. My kids go to school very close to
             | Broadway, and it seems like something like half the parents
             | are in some Broadway-related jobs, from performing to
             | backstage to office, a lot of them living in Manhattan
             | Plaza.
             | 
             | It's a very hit-or-miss industry, so there will be periods
             | when you're not doing anything, and then you're left with
             | this pool of extremely high-talent people doing small
             | productions, waiting tables, and the like.
        
             | kingcharles wrote:
             | Totally. Sets and props and costumes don't necessarily add
             | anything. Go to a theatre festival like the Edinburgh
             | Festival and you can see dozens of amazing productions with
             | amazing talent acting out of a broom closet, wearing the
             | clothes they fell out of bed in that morning.
        
           | kwertyoowiyop wrote:
           | Sounds like the difference between a low-budget game that
           | gets plenty of iteration and playtesting before its wide
           | release, and a AAA game that gets shoved out the door for
           | Christmas because the fiscal quarter depends on it.
        
         | michaelt wrote:
         | _> Not knowing what makes a hit vs a flop seems... strange._
         | 
         | Wouldn't any formula for a hit get repeated until audiences are
         | bored and it stops working?
        
           | rwmj wrote:
           | Yes. Movie screenplays are already quite formulaic, eg:
           | https://slate.com/culture/2013/07/hollywood-and-blake-
           | snyder...
        
         | motoxpro wrote:
         | I think it's the opposite. There are many many more multi
         | million dollar software business than broadway shows, meaning
         | that you have a much lower chance of success making a hit show.
         | It just looks easy in hindsight because you dont see the 10s of
         | thousands of shows that failed and never got picked. Even the
         | "flops" are better than the shows that didn't even get picked
         | up.
        
         | epc wrote:
         | I invested (way, way, way below the line) in a show which
         | opened off-Broadway a few weeks ago. Had rave reviews when it
         | ran outside NYC and was supposed to open in April 2020. For
         | some odd reason they had to delay the opening to November 2021.
         | It opened, the audience seemed to love it, but one review in
         | the home town paper of record tanked it, I expect it to close
         | this week or next.
         | 
         | Off-off Broadway to Off-Broadway is doable, but the economics
         | of adding that extra seat (499 to 500) and becoming a
         | "Broadway" show are just unrealistic for a lot of shows.
         | Different union requirements, plus the theatres impose
         | different costs, and you have to raise a lot more money to open
         | a Broadway show, regardless of where it's coming from (out of
         | town, off/off-off, local workshop, etc).
         | 
         | The only "off off" Broadway show I can think of that made it on
         | Broadway in recent times was Hedwig (started in the Jane hotel
         | bar IIRC), and that took a detour through being turned into a
         | movie.
         | 
         | If anything, investing in startups feels easier, I could have
         | spread the same amount of money across multiple startups,
         | figure on losing 33-50%, breaking even a bit, and having one or
         | two return everything. In contrast in a musical or play you're
         | gambling that the combination of director, cast, band, theatre,
         | mood of the reviewers, mood of the audience will combine just
         | the right way.
        
       | lordnacho wrote:
       | There's a number of these industries that seem to have a lottery-
       | like element to them, where getting a ticket to the big time
       | requires a bunch of things to come together.
       | 
       | Fine-dining restaurants also "need" a chef with a name, a
       | sensible location (though you can do OK many places), and some
       | favorable early reviews.
       | 
       | Hedge funds, my industry, is similar, though the real estate
       | issue is not quite so pressing as for a theater.
       | 
       | Starting your own band is also one of those where there's a big
       | time where there are certain industry standards that you'll have
       | to get familiar with while you work on the actual product.
       | 
       | Common to them all is you have to bring together a certain mix of
       | human capital, experience, and novelty to get the right doors to
       | open. There's always kind of structure that everyone in the
       | industry understands, with its own lingo and skills and important
       | players that everyone knows.
       | 
       | What they also have in common is that you can have very competent
       | people who know how to do stuff that don't strike the gold.
       | Everyone's heard music from highly accomplished musicians who
       | aren't famous.
        
       | massysett wrote:
       | Most U.S. live theater survives only through philanthropy.
       | Broadway's investor-driven model is a remarkable outlier.
        
         | kingcharles wrote:
         | This. As someone who helped to run a theatre company in the
         | USA, it is incredibly hard to do it as a for-profit except at
         | the very high-end, e.g. Broadway.
         | 
         | My First Wife was an actor by career and most for-profit
         | productions survive because they pay their actors so little.
         | And you're only paid for performances, so those many weeks of
         | rehearsals where you are perhaps driving 10 miles each way are
         | going to eat up most of your income from the production.
        
         | dehrmann wrote:
         | You have to remember that musical theater is more pop-driven
         | than operas, orchestras, and plays.
        
           | kingcharles wrote:
           | Poster didn't mention musical theatre, but that is a much
           | easier sell to the public, IMO, than straight plays. You
           | don't see many indie musicals produced though compared to say
           | the number of Shakespeare productions that are probably going
           | on in any city right now.
        
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