Tag: disney

Comcast’s £5 billion Universal UK Resort bet may look like a theme park investment, but it’s really a bigger signal about where media value is moving. As streaming gets more crowded, broadband slows, and pay TV keeps shrinking, Comcast’s using…

Rebecca shows that streaming companies can’t keep treating operations as a downstream function of technology strategy. She lays out how hypergrowth challengers, post-merger companies, and legacy media giants all hit the same wall: AI and automation only work when metadata,…

Streaming’s biggest constraint isn’t content supply, it’s attention. IMAX, Netflix, Spotify, Disney, Roku, FAST, bundles, and AI all point to the same business reality: urgency drives the first action, habit drives return visits, and the customer relationship determines who captures…

Disney’s new Hulu integration features move the company closer to making Disney+ its main streaming hub. Bundle subscribers can now sync watch history, recommendations, watchlists, and Continue Watching activity across Disney+ and Hulu, while eligible Hulu-only users can access Disney+…

Quarterly reporting has turned too much of corporate strategy into short-term performance theater, and the SEC’s proposal to let public companies shift to semiannual reporting is a smart step toward giving businesses more room to operate. The proposal won’t fix…

Last week’s throughline was the growing divide between how aggressively media companies are using AI to measure worker productivity and how little accountability exists for the executives making those decisions. AI is accelerating operational efficiency and labor scrutiny across media…

The industry's cost-cutting era has exposed a growing disconnect between the accountability imposed on employees and the rewards flowing to executives. While media companies continue layoffs, restructurings, and efficiency mandates tied to the streaming transition, executive compensation packages keep climbing…

Disney used its Q2 earnings to position Disney+ as the center of its broader consumer ecosystem spanning ESPN, advertising, gaming, parks, and commerce. Josh D’Amaro made clear the company’s strategy now centers on driving engagement, personalization, retention, and long-term customer…

Paramount’s potential combination with Warner Bros. Discovery would give the merged company 57% reach across US internet households, putting it near Netflix, Amazon, Google, and Disney. Paramount’s latest quarter strengthens the case, with streaming revenue up 11%, Paramount+ revenue up…

ESPN and The CW are turning CW Sports into a broader distribution play, with more than 800 hours of live sports heading to ESPN’s Unlimited tier while CW entertainment programming lands free on The Roku Channel the day after broadcast.…