Optics vs. Substance in Restructurings at Disney ($DIS), Netflix ($NFLX), and Warnermedia ($T)
Restructuring solves for very different problems in streaming at [...]
Disney ($DIS) Restructures for Streaming-First Strategy, Product Channel Fit
Disney Redefines Product Channel Fit in Streaming With Agility [...]
More Warning Signs Emerging for AT&T ($T)’s Bet on WarnerMedia
AT&T CEO John Stankey's vision for WarnerMedia conflicts with [...]
Netflix ($NFLX) Needs International Growth Now, When Will It *Need* Franchise IP?
The market values Netflix's continued international growth, but currently [...]
A Difficult Road Ahead for Discovery+ in Streaming & Alternative Models
Discovery bets on streaming despite growing evidence Disney and [...]
Mulan, Black Widow, PVOD, & Two Futures for Theatrical Distribution
A complicated future where studios like Disney struggle to [...]
WarnerMedia, NBCU, and Theme Parks
Thinking through how AT&T could solve for a better [...]
Roku, Netflix, Disney+, and The Evolving Definition of “Gatekeeper” in OTT
How being a "gatekeeper" in OTT ecosystem is moving [...]
Why IAC’s Barry Diller Is Bullish on MGM & Not on Legacy Media Streaming
An Investment Hypothesis for MGM Sheds Light On Commerce [...]
Netflix’s International Model for Streaming Growth vs. Disney’s & ViacomCBS’s
But, Is This Bullish Signal Actually a Bearish Signal [...]