Highlights from Recode Media interviews of Warner Media’s John Stankey and Disney’s Kevin Mayer, including an extended discussion on sports.
More on TikTok, then Disney and Blizzard demonstrate how expensive customers can be, while Google and Facebook benefit.
Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.
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.
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.
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.
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.
When it comes to struggling companies like Snap, bullishness is all relative — and there’s a big red flag in their earnings. Then, John Perry Barlow passed away: his influence was immense, even on surprising entities like Disney.
Understanding regional sports networks, and why they make sense with ESPN — but why ESPN makes less and less sense with Disney. Then, a brief — and final — follow-up on Title II and Net Neutrality.