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.
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.
The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.
The Internet has uniquely impacted regional sports networks, thanks to the reality of free distribution. Sports leagues will need to adapt.
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.
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.
The upcoming renewal of NFL rights is a marker in what will be a decade of upheaval in TV.
Disney’s investor day showed the power of differentiated IP and optionality.
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
Some tips for working from home, then wondering what the lack of sports means for pay TV. Might the NBA come to the rescue?