Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
An Interview with Ethan Sherwood Strauss About Writing Online, Social Media and the NBA, and The Victory Machine
An interview with Ethan Sherwood Strauss about being a writer on the Internet, the problem with social media and the NBA, and his new book The Victory Machine
Apple, Amazon, and Common Enemies
It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.
Studios Go Direct to Consumer, Theaters and Demand, Universal Versus Disney
Studios go direct-to-consumer out of necessity; Disney has the most potential, even if they should use Universal’s model.
An Interview with Eugene Wei About the Half-Life of Information
In this Daily Update Interview Eugene Wei and I explore the idea of the half-life of information, and what that means for the value of Netflix, YouTube, Disney, and more.
Working From Home with Kids, What About Pay TV?, An NBA Proposal
Some tips for working from home, then wondering what the lack of sports means for pay TV. Might the NBA come to the rescue?
An Interview with Matthew Ball About Disney and Bob Iger
An interview with Matthew Ball about Bob Iger’s exit; Disney, Netflix, and streaming; and how metaverses are digital theme parks.
Bob Iger Steps Down From Disney, Why Now?, Why Bob Chapek?
It was a huge surprise that Bob Iger was stepping down as Disney’s CEO, but the rationale makes a lot of sense, as does the timing and replacement.
Recode Recap: John Stankey of WarnerMedia, Kevin Mayer of Disney
Highlights from Recode Media interviews of Warner Media’s John Stankey and Disney’s Kevin Mayer, including an extended discussion on sports.