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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House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices
How much of the difference between HBO and Netflix is mindset? Plus, the Big Ten’s new deal, and Disney raises prices
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Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up
Unity’s merger with ironSource makes lots of sense, plus more on live sports and the Internet, and tough questions raised by Elon Musk and Uber
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Big Ten Blame
The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation
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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.
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Netflix Earnings, The Competition Question, Netflix’s Long-Term Value
Netflix’s earnings were disappointing because of the subscriber numbers, but does the company have a bigger concern in terms of long-term profitability?
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The Creator Opportunity, The Value of Abundance, TV and Sports Follow-up
It is fine to be excited about web3, but it doesn’t seem right to deny the real opportunities already afforded by the Internet. Plus, tying up loose ends on TV and sports.
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Formula 1 and Netflix, Netflix and Sports, YouTube TV vs. ESPN
The increased popularity of F1 shows how sports can be valuable to Netflix, and why sports remain valuable to Disney.
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MLB Versus Sinclair, What Happened to Sinclair, The Problem for Sports Leagues
The Internet has uniquely impacted regional sports networks, thanks to the reality of free distribution. Sports leagues will need to adapt.