I am not buying the talk that Bob Iger's mission is to identify his successor at Disney (DIS). A sale will most likely be Iger's final act as Disney CEO. Iger already whiffed once with his selection of Bob Chapek as his successor. Iger will not make the same mistake twice. Rather than name a … Continue reading Bob Iger’s Mission? Sell Disney.
It is hardly a surprise that Bob Iger is back as Disney (DIS) CEO. One of the first operational changes that former Disney (DIS), CEO Bob Chapek made was to put management layers between himself and Creative which was far from the optimal leadership structure for churning out consistently great content - a prerequisite for … Continue reading Bob Iger’s Back as Disney CEO
New Bain study suggests that 1 in 4 streaming subscriptions is shared. Disney+ tops the list with approximately 33% of people who use the service access it with someone else's subscription. Netflix is #2 with approximately 30% of people accessing the service via someone else's subscription.Read about Apple TV+, Amazon Prime Video, HBO Max and … Continue reading May I Borrow Your Password?
Enterprise Software companies know that it is imperative to add features and functionality in order to justify price increases. It is time for streaming services to learn that lesson. What can streaming services learn from the Enterprise Software industry? One important lesson is that Software companies that genuinely care about their customers add value in … Continue reading Powering The Bundle: What Streaming Services Can Learn From Enterprise Software
We have previously written that it would make sense for Apple (AAPL) to acquire Disney (DIS). Apple and Disney could certainly hold informal talks now, but a letter of intent, formal due diligence and the purchase agreement negotiation would all have to wait until there is a new Administration in the White House in my … Continue reading Apple + Disney
The effect of increased competition on Netflix (NFLX), manifested itself in a net subscriber loss for the first time in 10 years. The net subscriber loss manifested itself approximately one year later than we thought it would. Competition has never been greater on the streaming content side of the media world with Disney (DIS), Apple … Continue reading Further Media Consolidation Is Coming
Amazon has likely done the math and concluded that acquiring a proven film library (MGM owns the rights to the Bond franchise) has a superior risk reward as compared to building a content library from scratch. It remains to be seen how competitive such a prospective deal would be as Disney Executive Chairman Bob Iger … Continue reading Amazon & MGM? Bezos & Bond?
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
We migrated off of AT&T's (tkr: T) mobile plan over the weekend in favor of Alphabet's (tkr: GOOGL), Google Fi mobile phone service. Google Fi charges less for unlimited calls and texts: Google Fi charges $20 for unlimited calls and texts per user per month vs. $25 for AT&T; Google Fi charges less per GB … Continue reading AT&T Is Caught In A Pickle. Google Is Benefitting.