Great post. The part about Disney is especially thought-provoking. I think having Iger back is already a step in the right direction, and agree with you that streaming is not pretty. I wonder how the writer's strike will affect them in particular...
Thank you for the feedback, Joey. Many don't know that Bob Chapek (Disney ex-CEO) worked on the strategy Iger left, but he executed poorly (that stock drop was a masterclass in "how not to communicate with the stakeholders"). Streaming is cash intensive and my estimation that a consolidation will happen in the market. My 2 cents: Disney will work with Apple. I will write about the writer's strike in my next newsletter.
Great post. The part about Disney is especially thought-provoking. I think having Iger back is already a step in the right direction, and agree with you that streaming is not pretty. I wonder how the writer's strike will affect them in particular...
Thank you for the feedback, Joey. Many don't know that Bob Chapek (Disney ex-CEO) worked on the strategy Iger left, but he executed poorly (that stock drop was a masterclass in "how not to communicate with the stakeholders"). Streaming is cash intensive and my estimation that a consolidation will happen in the market. My 2 cents: Disney will work with Apple. I will write about the writer's strike in my next newsletter.