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
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
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
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
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
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
Some tips for working from home, then wondering what the lack of sports means for pay TV. Might the NBA come to the rescue?
Recode Recap: John Stankey of WarnerMedia, Kevin Mayer of Disney
Highlights from Recode Media interviews of Warner Media’s John Stankey and Disney’s Kevin Mayer, including an extended discussion on sports.
China Cultural Clash Follow-Up, Disney and Blizzard, Choosing Customers
More on TikTok, then Disney and Blizzard demonstrate how expensive customers can be, while Google and Facebook benefit.
Disney’s Bundle, Huawei’s HarmonyOS, Uber Earnings
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.