Will Apple, Disney or Netflix pursue an acquisition of NewCo? Last year we wrote that AT&T should sell WarnerMedia. On Monday AT&T (tkr: T) led by John Stankey agreed to spin-off its WarnerMedia asset and to combine it with John Malone's Discovery (tkr: DISCA) in a new, publicly-traded company led by Discovery CEO David Zaslav. … Continue reading AT&T Took Our Advice But It Does Not Solve The Scale Problem
Disney CEO Bob Iger stepped down from his CEO post effective immediately and will remain Executive Chairman through December 2021. Bob Chapek has been named Chief Executive Officer. Our expectation was that Kevin Mayer - Chairman Direct-to-Consumer & International - would be named Mr. Iger's successor. Does this abrupt CEO change foreshadow a larger transaction? … Continue reading Disney’s Sudden CEO Change – What Does It Foreshadow?
Episodic TV carries a superior risk/reward compared to feature films. The streaming wars featuring Disney (tkr: DIS), Netflix (tkr: NFLX), Apple (tkr: AAPL), Amazon (tkr: AMZN), AT&T (tkr: T), and others will be won by the content producers that capture the most subscribers over a measurable period of time. Questions that content producers must answer … Continue reading Episodic Television Is the Key to Winning the Streaming Wars
Not Apples to Apples but the Below Tells A Story.. YouTube (GOOG): More than 1.9 billion logged-in YouTubers each month. 200 million+ logged-in users watch people play games on YouTube each day. (YouTube/Stadia has one foot in today and one in tomorrow with traditional content and video games on the platform). Netflix (NFLX): 139 million … Continue reading Content Wars & Investing for Tomorrow
Notice anything about the above image? It looks like a Facebook feed and five of the nine content pieces (only three are fully visible), are videos. The image is a screen capture from Goldman Sachs' homepage - part of a modernization/ outreach effort under new Goldman CEO David Solomon. Personally I've noticed that companies are … Continue reading Every Company Is A Content Company
Content Is King Content is King to quote Sumner Redstone. At CEORater we spend a fair amount of time thinking about content. Over the past 24 months we have considered the following for our platform: 1.) video streaming of earnings calls with associated analytics 2.) employee video reviews 3.) business news (original and third-party) and … Continue reading Original Content Disclosures Are Lacking. Introducing “Content Yield”
Amazon's 1st Ring Amazon's Core Services Portfolio drives the company's macro strategy. AMZN's more recent product and service offerings (both organic and acquired offerings) are covered in the "2nd Ring" and "3rd Ring" sections and serve to strengthen the Core portfolio. Amazon.com: Amazon's crown jewel. The world's broadest and deepest ecommerce platform. Amazon Web Services (AWS): … Continue reading The Three Rings of Amazon (AMZN)
Yes if You Ask Us While AT&T moving to acquire Time Warner and Disney (and Comcast?) moving to acquire Fox are interesting deals, it’s more interesting to us what the next chess move may be in a world that increasingly values content (live sports and premium original content in particular). We recently wrote about and … Continue reading Is Apple Disney’s End Game?
CEORater registered users may now access TEK2day content as well as CEORater Podcasts on the CEORater platform. Coming to CEORater in 2018 - features that will make it easier to follow the content you care about most.
Disney plans to acquire 21st Century Fox in order to create scale for its OTT Netflix competitor. We previously wrote about the deal announcement here. Post close, the content streaming game is effectively a two-horse race between Netflix and Disney. Game over you say? Au contraire - the game has just begun! No, we're not … Continue reading The Content Game Has Just Begun!