Blog: Disney - Page 5

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Why AT&T is Renewing Its Fox Distribution Relationship

Tim Mulligan

19 Nov 2018

Yesterday , leading US telco AT&T publicly announced the multi-year renewal of its programme distribution deal with Fox Networks Group. AT&T negotiated the deal with 21stCentury Fox assets, which will go to Disney once their takeover of Fox is finalised early in 2019.

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The State of California Goes Head to Head with The US Department of Justice on Net Neutrality

Tim Mulligan

2 Oct 2018

21st Century Fox

The Golden State is renowned for doing things differently from the rest of the US and, yesterday, its liberal credentials were reiterated by California Governor Jerry Brown signing net neutrality legislation into state law.

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Disney Q3 Earnings: The Painful Transition To Direct-To-Consumer

Tim Mulligan

8 Aug 2018

Yesterday a besieged Bob Iger, chairman and CEO of Walt Disney Co. had to defend his company’s Q3 (calendar Q2) results against the inflated demands of Wall Street. Disney has come out with a bold strategy to compete directly with subscription video on demand (SVOD) services, with the announcement of its intent to launch a direct-to-consumer Disney originals content proposition in 2019, alongside the launch of streaming sports service ESPN+ in April 2018 .

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DC Universe Is The First Strategic Move In The Next Round of Direct-To-Consumer Offerings

Alistair Taylor

25 Jul 2018

Warner Bro’s long awaited DC Universe subscription video on demand (SVOD) service is nearing its grand unveiling, having now decided upon a pricing plan. This is the latest of a long list of examples where networks and operators have realised the growing consumer shift from traditional pay-TV to online streaming.

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Can Eleven Sports Disrupt the UK Sports Video Landscape?

Alistair Taylor

19 Jul 2018

Eleven Sports is a global sports content provider intent on global expansion. Already established in Belgium, Italy, Luxembourg, Poland, Singapore, Taiwan and the US. Eleven is systematically acquiring new rights to increase its value proposition before launching local channels into new target markets.

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Corporate Mergers and the Battle for Fandom

Zach Fuller

22 Jun 2018

corporate mergers

Back in 1999, the Cluetrain Manifesto appeared across the nascent web as a predictive gospel of what this new technology meant for commerce. Still revered among software entrepreneurs, the ebook outlined the paradigm shift of business in the digital era from a transactional model of one-off payments, to a continuous relationship, pre-empting the subscriptions and software-as-a-service (Saas) craze by over two decades.

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Telcos, Media, and the Battle for Monopsony

Tim Mulligan

14 Jun 2018

This week has seen the culmination of unprecedented moves in the realignment of the Telco and media ecosystems. In October 2016 AT&T, the largest US Telco, put in a bid to acquire content conglomerate Time Warner.

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Is the UFC doing a Fox, and cashing in on content?

Alistair Taylor

31 May 2018

content provider

digital content

Last week, Disney-owned ESPN acquired the exclusive rights to show the UFC tournament in the US for $1.5 billion over five years. The deal will see the UFC earn $184 million more each year than the previous deal with Fox, which begs the question; is the UFC mimicking Fox’s strategy and cashing in on its content? While Endeavor (formerly WME-IMG), which purchased the UFC for $4 billion in 2016, was seeking in the region of $450 million per year, UFC president Dana White is ecstatic with the new deal, telling MMAJunkie: “Our last deal was $116 million a year.

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Disney Q2 Earnings: The Warnings Lights Are Flashing

Tim Mulligan

9 May 2018

Yesterday’s Q2 Earning Results from the Walt Disney Company pleased Wall Street by beating earnings estimates. However, a closer look at the financials reveals why Disney’s much heralded pivot to subscription video on demand (SVOD) is a strategic imperative for the longevity of the media conglomerate.

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Marvel versus Netflix

Cover image for Marvel versus Netflix

Tim Mulligan

13 Apr 2018

With yesterday’s launch of ESPN+ Disney has begun its direct-to-consumer strategy, which revolves around the introduction of proprietary subscription video on demand (SVOD) services. The move forms part of Disney’s stated aim to reach consumers directly, following on from the creation of a dedicated direct-to-consumer and international business unit last month.

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Is ESPN+ The Shape Of Future Video Sports Coverage?

Cover image for Is ESPN+ The Shape Of Future Video Sports Coverage?

Tim Mulligan

6 Apr 2018

On 12 April Disney will launch ESPN+ into an increasingly competitive market. The move forms part of Disney’s stated aim to reach consumers directly, following on from the creation of a dedicated direct-to-consumer and international business unit established last month.

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Disney, Netflix and the Squeezed Middle: The Real Story Behind Net Neutrality

Cover image for Disney, Netflix and the Squeezed Middle: The Real Story Behind Net Neutrality

Mark Mulligan

15 Dec 2017

Unless you have been hiding under a rock this last couple of weeks you’ll have heard at least something about the build up to the decision over turning net neutrality in the US, a decision that was confirmed yesterday.

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MIDiA Research Predictions 2017: The Year Of The Platform

Mark Mulligan

13 Dec 2016

Access Industries

Following an 84% success rate for our 2016 Predictions report, we today launch our 2017 predictions report: ‘ MIDiA Research Predictions 2017: The Year Of The Platform’. The report is immediately available to all MIDiA subscription clients and can also be purchased for individual download from our report store here.

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Disney and Netflix: A Full-Stack Media Dream

Zach Fuller

7 Oct 2016

Previously linked as being one of many suitors for Twitter, Disney additionally emerged this week as a rumoured buyer for video giant Netflix. Only last month, Disney CEO Bob Iger declared his company had ‘cracked the code for keeping moviemaking profitable’, but through this triumphalist narrative, these are uncertain times for content monetisation, especially as ad-dollars both migrate from television or in some cases are blocked completely.

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Why Disney Is Going Into Mobile Messaging

Karol Severin

5 Aug 2016

Disney announced a launch of Disney Mix, a messaging platform aimed at kids, tweens and their families. This is an important case to watch because it shows that: In a seemingly crowded space, there is still room for niche media platforms to integrate messaging functionalities and benefit from a reinforcement of community and engagement.

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Disney, China And The Challenges Of Global Strategy For Media Companies

Tim Mulligan

30 Jun 2016

June the 16th was a big day for the world’s most high profile content provider. Walt Disney Company’s $5.5 billion Shanghai Disney Resort opened its doors to consumers that are every bit as engaged in the Disney brand as their western counterparts.

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Disney At The End of 2015: A Tale Of Two Brands

Tim Mulligan

23 Dec 2015

Friday’s downgrade of Disney stock by BTIG analyst Richard Greenfield to a sell rating was based upon the current travails of its Sports broadcasting flagship ESPN. This resulted in a 4% decline in Disney’s share price.

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Hulu’s Growth Shows That It’s Not all About Netflix

Tim Mulligan

1 Dec 2015

For both the mainstream media and the consumer online video subscription services equate to either Netflix or Amazon Prime Instant Video. The push towards SVOD (Subscription Video On Demand) services becoming a mainstream phenomenon has been driven in no small part by the PR machine headed up by the media friendly CEO of Netflix Reed Hastings.

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