MC² Experience’s Post

🚨New Insight: EMEA Leading the Way for Second Windows after Disney+ This month sees the acquisition of two second window Disney+ Originals airing as non-exclusive #boxsets on #ITVX in the UK. The lack of enhanced catch-up offered has long been a frustration for linear buyers of second window after SVOD, and Disney’s willingness to grant more catch-up rights in the second window may give them an edge over other studios looking to sell their own #SVODoriginals. In this insight, Director Jack Thomas uses Show Tracker to reveal the latest examples of second window activity for #Disneyplus series, demonstrating its focus on EMEA Read more ➡️ https://hubs.la/Q02lklmb0 #TVInsights #StreamingMedia #ContentAcquisition #ContentRights

Did Disney's Pockets Take a Pandemic Hit? Uncover the Financial Impact of COVID-19 at MetaFinancies.com. Get the Bottom Line on Entertainment Industry Shocks! 🌐💸 Here: https://lnkd.in/gXsu7Jnm - - #Disney #COVID19Impact #EntertainmentIndustry #MetaFinancies

Stratechery - Disney's Taylor Swift Era Source: https://lnkd.in/gCq3nqWH #taylorswift #disney #businessmodel #stratechary #interestingread Highlights: The end result is the inversion you see in Disney’s recent results. Disney is, from this point forward, not much different than Taylor Swift: sure, there is money to be made (hopefully) in areas like streaming, but the real durable value and outsized profits will come from real life experiences. This is, to be sure, a good business, but it has its limits: it is remarkable that Swift performed six shows in seven nights in Los Angeles, but it was still only six shows; concerts don’t scale like CD sales used to. Disney, similarly, only has so many theme parks, that only accommodate so many people, and operating those theme parks takes significant ongoing resources. It’s interesting, then, to observe how differently Swift and Disney are perceived at this moment in time: I opened with Simmons analogizing Swift to Jordan, and I think it’s a fair comparison; the reality of the fractured world wrought by the Internet is that any star who can emerge from the noise becomes bigger than anything we have seen before, from hunger for a unifying experience if nothing else, and admission to that experience becomes valuable through unprecedented demand combined with physically limited supply. That limitation, though, implies a lack of scale, which means that Swift is as big as she will ever be; that’s ok, because it’s bigger than anyone has ever has been. Disney, meanwhile, may have its own physical experiences, made valuable by their scarcity, but it will never be as valuable as owning distribution. The best thing Iger can do now is move the company on from the heights it once reached; maybe someday Disney and its investors will forget that those outsized profits ever existed.

Disney and Warner Bros. Discovery — ordinarily rivals for consumers’ time and money — are teaming up for a triple-play bundle of Disney+, Hulu and Max. I remember discussing the death of cable bank in 2010 and I remember saying it won't die. It will be the same business model on a different platform. Americans love the buffet model and simplicity of billing. It takes a while to realize we aren't using enough of it to justify the inevitable price increases that come along after we get comfortable. https://lnkd.in/emttSDTF

Starting October, Disney+ ad-free subscription will cost $13.99/month, up by $3. The ad-supported tier remains at $7.99/month. This follows the removal of content in May. New bundles and international options are also introduced. #DisneyPlus #Disney #Pixar #StreamingMagic #MovieMagic #DisneyFan #PixarMagic

𝗜𝘀 𝘁𝗵𝗶𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝘁𝗵𝗲 𝗯𝗲𝗴𝗶𝗻𝗻𝗶𝗻𝗴 𝗼𝗳 𝘁𝗵𝗲 𝗳𝗮𝗹𝗹 𝗼𝗳 𝗪𝗮𝗿𝗻𝗲𝗿 𝗕𝗿𝗼𝘀? In a major blow to Warner Bros. Discovery sports division, The Walt Disney Company, Comcast and Amazon have clinched an 11 year deal worth $77 𝗕𝗶𝗹𝗹𝗶𝗼𝗻𝘀. What is surpring here is that Amazon is now providing a streaming base bigger than a lot of the Cable networks in the U.S. As ESPN is owned by Walt Disney, this could have been seen coming since Disney already owned the rights to national broadcast of Women's NBA i.e. WNBA. As Warner Bros is getting shoved behind by the Big Three of U.S.' media networks, the traditional media distribution networks seem to be falling behind in every metric. #NBA #ESPN #WALTDISNEY #AMAZON #WB https://lnkd.in/g_hC9XXd

Starting October, Disney+ ad-free subscription will cost $13.99/month, up by $3. The ad-supported tier remains at $7.99/month. This follows the removal of content in May. New bundles and international options are also introduced. #DisneyPlus #Disney #Pixar #StreamingMagic #MovieMagic #DisneyFan #PixarMagic

#onStrategy Air edition 🏖️ Before discussing again what Bob Iger should do and what not, I propose the following pyramid of priorities for Disney: 1. They should sell the Linear networks (excl. ESPN) 2. Look for distribution and content (ie. partnership) 3. Focus on the experiences. In Q3 2023, Parks & Experiences brought 69% of the total profit (!) Read the full version here: https://buff.ly/3EbyLvK