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?
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.