Disney has had a difficult three years, particularly from a stock perspective, but things aren’t as bad as feared, and there is a strategy for the future.
Apple Maps is getting a reset; what is more encouraging is the company inviting competition. Then, Disney gets approval for its purchase of 21st Century Fox, and it raises questions about the entire process.
Sports gambling is defederalized, and the opportunity is likely larger than people think: then, Amazon Channels is another manifestation of the company’s “first customer” strategy.
The Athletic is right to go for it, and raise more VC money. Then, tech and politics is only becoming more complicated as national security concerns enter the debate.
Olympic Ratings are down, but less than expected! Unfortunately for NBC, so is revenue. That, though, is expected: sports and its advertisers remain interconnected. Then, at least NBC finally figured out how to manage multiple mediums.
Snap had strong results that build on progress made last quarter; the company is looking less like Twitter, at least for now. Then, FOX spends on football, even as the Sports Linchpin weakens.
The latest controversy in the basketball world illustrates how the destruction of media business models has far-ranging effects. Then, the Logan Paul controversy, and why the way forward depends on getting core assumptions right.
The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?
Understanding regional sports networks, and why they make sense with ESPN — but why ESPN makes less and less sense with Disney. Then, a brief — and final — follow-up on Title II and Net Neutrality.
Disney is making big changes — finally. What will be fascinating to watch is if the company is willing to fully embrace the Internet and its own brand and become an aggregator.