Disney
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Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
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Not even Taylor Swift can fight the devaluation of recorded music, but she makes it up in physical experiences; Disney isn’t much different, but it looks much worse given the company’s old business model.
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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.
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An Interview with Robert Fishman About the Current State of Hollywood
An interview with MoffettNathanson’s Robert Fishman about the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon.
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Disney and OpenAI, Totems in an AI World, Google Versus the World
Disney made a deal with OpenAI, which both speaks to the durability of Disney’s assets and to OpenAI’s competition with Google.
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ESPN + NFL, NFL Strategy, Additional Disney Notes
The NFL is taking equity in ESPN. It’s a great deal for Disney, driven by the NFL’s long-term concern about tech dominance.
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WBD Split, HBO and Warner, Whither Sports?
WarnerBros. Discovery is splitting up, but the real split goes back to Turner Broadcasting.
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The ESPN Streaming Service, The Status of U.S. Sports Rights, The Danger of Intentionality
The ESPN streaming service is official, completing the transition of sports watching from inevitability to intentionality.
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An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.
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iPhone Pricing, DirecTV and Disney, Bars and Sports
Why I think Apple will raise iPhone prices, plus Disney is in another carriage dispute.
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Intel Concerns, Fubo Blocks Venu
Intel Concerns, Fubo Blocks Venu
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Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle
Netflix announced an NFL that makes a lot of sense, even if it would have been a big surprise previously. Then, Netflix is building their own ad platform, and everyone else is looking to re-bundle.