Follow-up on Disney and the Future of TV, including why Disney as a whole will gain so much from Disney+. Then, AT&T sells out of Hulu, and Comcast probably will too, and why Comcast appears in better shape.
TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.
Why Bloomberg’s article about Alexa was both scare-mongering and a missed opportunity, plus why Disney’s 2015 plummet in the stock market was a blessing in disguise.
There are changes afoot at HBO, driven by AT&T’s desire to compete with Netflix; that, though, risks HBO’s differentiation.
Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.
Happy Thanksgiving! Tencent’s earnings and impressive diversification, and the impact on Apple, plus why MLB’s new deal with Fox shows that sports are as valuable as ever.
Amazon’s HQ2 process deserves the most cynical of lenses. Then, Disney revealed more details of their streaming service, with a surprising focus on Hulu — and linear TV.
Disney has had a difficult three years, particularly from a stock perspective, but things aren’t as bad as feared, and there is a strategy for the future.
The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.
Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.