Skip to content

Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

  • About
  • Dithering
  • Exponent

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

  • Member
  • Delivery Preferences
  • Manage Account
  • Sign Out
  • Log In
  • Sign Up

Loading

Support

Please email support@stratechery.com
Companies

ESPN

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.

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.

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.

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.

The NFL’s New Rights Deals, Amazon’s Rumored Deal, Post-Pandemic Sports

Posted onMonday, March 8, 2021Monday, March 8, 2021 Author by Ben Thompson

The upcoming renewal of NFL rights is a marker in what will be a decade of upheaval in TV.

Disney’s Investor Day, Disney+ as Harvester, Disney’s Optionality

Posted onMonday, December 14, 2020Thursday, February 4, 2021 Author by Ben Thompson

Disney’s investor day showed the power of differentiated IP and optionality.

An Interview with Ethan Sherwood Strauss About Writing Online, Social Media and the NBA, and The Victory Machine

Posted onThursday, April 16, 2020Wednesday, May 26, 2021 Author by Ben Thompson

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

Working From Home with Kids, What About Pay TV?, An NBA Proposal

Posted onMonday, March 16, 2020Thursday, February 4, 2021 Author by Ben Thompson

Some tips for working from home, then wondering what the lack of sports means for pay TV. Might the NBA come to the rescue?

Posts navigation

Previous page

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

  • Member
  • Delivery Preferences
  • Manage Account
  • Sign Out
  • Log In
  • Sign Up

Loading

Support

Please email support@stratechery.com
On the business, strategy, and impact of technology. © Stratechery LLC 2022 | Terms of Service | Privacy Policy