Warnermedia ($T), Disney ($DIS), Netflix ($NFLX) & “Ubiquitous Access”
WarnerMedia and Disney restructurings solve for ubiquitous access, Netflix's [...]
Revisiting WarnerMedia’s Jason Kilar after The Information: Fiduciary or Visionary?
No easy answers; And, My Read on HBO Max [...]
Debt Is The Obstacle to AT&T (HBO Max) Buying Lionsgate (Starz)
A counter to my business rationale for the acquisition: [...]
A PARQOR lens on Kevin Mayer’s exit from Disney+
Key themes from these mailings play out in a [...]