Highlights from Recode Media interviews of Warner Media’s John Stankey and Disney’s Kevin Mayer, including an extended discussion on sports.
Apple’s annual iPhone event may have marked Apple’s true shift into being a Services company
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.
Facebook’s FTC fine is being pilloried, but it really is large and unprecedented. Plus, why Facebook critics were asleep at the wheel. Then, Microsoft saving Apple has an analogy to IBM, and is a potential argument in favor of antitrust action.
More on why giving information to investors often helps companies, then why Luminary, a new service for podcasters, is probably not going to succeed. Building bundles is hard!
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.
There are changes afoot at HBO, driven by AT&T’s desire to compete with Netflix; that, though, risks HBO’s differentiation.
Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.
Amazon probably isn’t buying 22 RSNs; sports rights don’t really make sense for streaming services. Then, Apple is in the Supreme Court in a case that is hugely important for the entire tech industry.