An Interview with Matthew Ball About Disney, Streaming, and the Metaverse

An Interview with Matthew Ball Disney and Bob Iger’s return, the future of ESPN, Netflix’s resurgent position, and the trouble facing the rest of the TV industry. Plus, why the Metaverse isn’t here, and what Apple’s headset may look like.

Disney Earnings, Disney and Linear TV, Disney+ Ads

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.