Disney
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Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
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Not even Taylor Swift can fight the devaluation of recorded music, but she makes it up in physical experiences; Disney isn’t much different, but it looks much worse given the company’s old business model.
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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.
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Disney Earnings, Disney 3.0, Streaming and Sports
Disney’s earnings reveal the plan for Disney 3.0; it’s a plan that makes sense, and sports still plays a role.
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Max Gets Sports, The Fox Linchpin, Disney’s Taylor Swift Era Confirmed
Max adds sports, and Fox might want to shore up its position in the bundle. Then, Disney confirms it is in its Taylor Swift era, and investors are not impressed.
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An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry
An interview with Craig Moffett about Charter vs. Disney, the 1990s telecom bubble, the history of the U.S. TV and broadband markets, and why Google might win video.
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Charter-Disney Winners and Losers
Winners and losers from the Disney-Charter stand-off, as The Great Re-bundling begins
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The Rise and Fall of ESPN’s Leverage
Charting ESPN’s rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
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Disney Earnings, A Split Disney?, ESPN’s Advertising
Disney’s earnings point to the importance of advertising going forward; that’s also the best argument for keeping Disney a conglomerate.
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Disney’s Taylor Swift Era
Not even Taylor Swift can fight the devaluation of recorded music, but she makes it up in physical experiences; Disney isn’t much different, but it looks much worse given the company’s old business model.
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Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?)
Bob Iger teased what might be next for Disney in an expansive interview, including the end of linear TV and hints about the future of ESPN.
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Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles
YouTube TV may be the sports bundle, and then Disney’s earnings offer a framing to discuss how and why the bundle unraveled, and the best way to rebuild around streaming.