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.
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.
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
Highlights from Recode Media interviews of Warner Media’s John Stankey and Disney’s Kevin Mayer, including an extended discussion on sports.
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.
Disney has acquired control of Hulu, and has structured itself to take full advantage. Other streaming services, though, are not nearly as well-positioned.
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.
Amazon’s HQ2 process deserves the most cynical of lenses. Then, Disney revealed more details of their streaming service, with a surprising focus on Hulu — and linear TV.