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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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By Ben Thompson

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  • Exponent

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Companies

Disney

Disney and Integrators Versus Aggregators October 13, 2020
Disney's reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
Disney and the Future of TV April 15, 2019
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.
Disney and Fox December 12, 2017
Disney's rumored acquisition of 21st Century Fox is all about competing with Netflix; whether or not that is a good thing depends on your frame of reference.

Disney Earnings, Disney and Linear TV, Disney+ Ads

Posted onWednesday, May 18, 2022Wednesday, May 18, 2022 Author by Ben Thompson

Disney’s earnings raise the question as to whether the company is over-investing in streaming; I don’t think so, and I also think ads will help.

Netflix Earnings, The Competition Question, Netflix’s Long-Term Value

Posted onMonday, January 24, 2022Tuesday, January 25, 2022 Author by Ben Thompson

Netflix’s earnings were disappointing because of the subscriber numbers, but does the company have a bigger concern in terms of long-term profitability?

The Creator Opportunity, The Value of Abundance, TV and Sports Follow-up

Posted onTuesday, December 21, 2021Wednesday, January 5, 2022 Author by Ben Thompson

It is fine to be excited about web3, but it doesn’t seem right to deny the real opportunities already afforded by the Internet. Plus, tying up loose ends on TV and sports.

Formula 1 and Netflix, Netflix and Sports, YouTube TV vs. ESPN

Posted onThursday, December 16, 2021Thursday, December 16, 2021 Author by Ben Thompson

The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.

MLB Versus Sinclair, What Happened to Sinclair, The Problem for Sports Leagues

Posted onThursday, October 14, 2021Thursday, October 14, 2021 Author by Ben Thompson

The Internet has uniquely impacted regional sports networks, thanks to the reality of free distribution. Sports leagues will need to adapt.

The Squid Games Breakout, Netflix’s Squid Game Strategy, Disney Franchises versus Netflix Dice

Posted onMonday, October 4, 2021Monday, October 4, 2021 Author by Ben Thompson

Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.

Disney Earnings, ESPN and Disney’s Streaming Strategy, Flexibility and Residuals

Posted onWednesday, August 18, 2021Wednesday, August 18, 2021 Author by Ben Thompson

Disney’s results suggest the company should stay the course with its current streaming strategy; however, the way it funds movies may have to change.

Netflix Earnings; Netflix and Gaming; Models, Not Mediums

Posted onMonday, July 26, 2021Monday, July 26, 2021 Author by Ben Thompson

Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.

ESPN+ Rights Deals, ESPN+ Increases Prices, Black Widow’s Streaming Numbers

Posted onTuesday, July 13, 2021Wednesday, July 14, 2021 Author by Ben Thompson

Disney’s tactics around ESPN+ are coming into line with streaming’s strategic opportunities; plus, Black Widow streaming numbers show how release windows are changing.

Amazon Buys MGM, The Streaming Opportunity, Anti-Monopoly vs. Antitrust

Posted onThursday, May 27, 2021Thursday, June 3, 2021 Author by Ben Thompson

Amazon’s purchase of MGM makes sense strategically, but also points to bigger ambitions; it also highlights how a lot of antitrust talk is actually anti-monopoly.

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By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

Create an account to receive
Weekly Updates via
Email, Podcast, or RSS

Explore Stratechery

  • Concepts
  • Companies
  • Topics

Archives

  • Articles
  • Daily Updates
  • Years in Review

Account

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