Disney’s investor day showed the power of differentiated IP and optionality.
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
Microsoft and the NBA are announcing a new partnership; then, an interview NBA Commissioner Adam Silver and Microsoft CEO Satya Nadella
It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.
Studios go direct-to-consumer out of necessity; Disney has the most potential, even if they should use Universal’s model.
In this Daily Update Interview Eugene Wei and I explore the idea of the half-life of information, and what that means for the value of Netflix, YouTube, Disney, and more.
Some tips for working from home, then wondering what the lack of sports means for pay TV. Might the NBA come to the rescue?
CES is boring, because no one knows what is next. Then, Verizon is dropping Internet and TV bundles, which is a rational response to the changing nature of pay-TV. It also shows how much tech disruption is still to come.
TV Advertising is down, as price increases finally overwhelm the decline in viewers. It’s important to note, though, that sports still matter. This is something the NBA may not completely understand.
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.