Tag: DisneyPlus

AT&T Took Our Advice But It Does Not Solve The Scale Problem

AT&T Took Our Advice But It Does Not Solve The Scale Problem

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

Netflix & Video Games Can’t Happen Soon Enough

Netflix & Video Games Can’t Happen Soon Enough

As we wrote in September of last year, Netflix (tkr: NFLX), Should Acquire Video Game Publishers. Netflix teased a video game strategy on tonight's earnings call. Disney (tkr: DIS), proved the model on the feature film side with acquisitions of Pixar, Marvel and Lucasfilm. The video game space will prove no different. After all, hit … Continue reading Netflix & Video Games Can’t Happen Soon Enough

AT&T Is Caught In A Pickle. Google Is Benefitting.

AT&T Is Caught In A Pickle. Google Is Benefitting.

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.

Disney Getting Closer To Spinning Parks from Media?

Disney Getting Closer To Spinning Parks from Media?

Disney recently refined its segment reporting into two major categories: "Media and Entertainment Distribution" and "Parks, Experiences and Products" detailed in this filing. We have advocated for a separation of Parks from Media, most recently in March 2020. The requisite leadership is in place to manage two separately-traded public companies post-spin. Disney's Parks, Experiences and … Continue reading Disney Getting Closer To Spinning Parks from Media?

Apple’s Next CEO Ought To Be An Innovator

Apple’s Next CEO Ought To Be An Innovator

Apple CEO in-waiting Jeff Williams is a Tim Cook clone. We argue that Apple's next Chief Executive ought to be a risk-taking, product-focused CEO that conducts him/herself with a sense of urgency to drive Product & Services growth. Another caretaker CEO would be less than optimal. Companies mentioned: Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Cerner … Continue reading Apple’s Next CEO Ought To Be An Innovator

Don’t Expect AT&T to Sell WarnerMedia In The Near-Term

Don’t Expect AT&T to Sell WarnerMedia In The Near-Term

A WarnerMedia sale is not likely to happen before Q4 2021. A WarnerMedia sale is likely to occur, but not before calendar Q4 2021. The WarnerMedia business unit is a significant drag on AT&T's (tkr: T) ability to invest in its core, capital intensive, distribution/data/fiber business. Disney (tkr: DIS) is the natural buyer. Apple (tkr: … Continue reading Don’t Expect AT&T to Sell WarnerMedia In The Near-Term

Disney & Product Market Fit

Disney & Product Market Fit

You may have heard the term "Product Market Fit" coined by Andy Rachleff. I'm not sure I've seen a better example of "PMF" than the marriage of Walt Disney's world-class content library with a service delivery model that is 100% aligned with consumer preference. Disney content is available across its three SVOD properties: Disney+, Hulu … Continue reading Disney & Product Market Fit

Market Leaders Should Experiment Like Amazon

Market Leaders Should Experiment Like Amazon

Market leaders may iterate and experiment with less risk of customer churn than upstarts working to establish market position. Amazon Prime is a good example. I am toying with the idea of grouping some of our TEK2day writings as an Amazon Kindle book. While playing with the Kindle direct publishing feature I noticed a new … Continue reading Market Leaders Should Experiment Like Amazon

The Best CEOs Are Willing To Break With Tradition

The Best CEOs Are Willing To Break With Tradition

COVID-19 is forcing people, companies and economies to adapt. Many companies have recalibrated their business models to better compete in this new COVID reality. We have yet to see one of America's great export industries - Hollywood - evolve to better capitalize on the current reality. Back in October 2019 we wrote that the future … Continue reading The Best CEOs Are Willing To Break With Tradition

Pt. I: Amazon Prime vs. Netflix & Disney+. Pt. II: Is Amazon Sitting On AWS 2.0?

Pt. I: Amazon Prime vs. Netflix & Disney+. Pt. II: Is Amazon Sitting On AWS 2.0?

When compared to Netflix and Disney+, Amazon Prime is the most durable revenue stream of the three. We cover Prime's attributes and where we believe leverage points exist, including Amazon's strategic investment in "COVID-proofing" its distribution and customer-facing operations. There could be an AWS-like opportunity if Amazon decides to commercialize its COVID response. Part I … Continue reading Pt. I: Amazon Prime vs. Netflix & Disney+. Pt. II: Is Amazon Sitting On AWS 2.0?