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20 Million Is the Magic Number for Disney Today

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Tim Mulligan
Today Disney announces its Q1 2020 numbers, with Wall Street expected to laser-focus upon the first available numbers for Disney+ since its launch on November 12th of 2019. Disney+ is the key direct-to-consumer (D2C) service underpinning Disney’s pivot into streaming, which it formally announced at its investor’s day presentation back in April 2019.
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Brand Strategy: Choose the Koalas

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Hanna Kahlert
At this year’s World Economic Forum recently convened in Davos, Switzerland, the subject of stakeholder capitalism over shareholder capitalism was a hotly debated topic, with themes of broader accountability and consideration at the fore.
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Peacock Gets Ready to Ruffle Some D2C Feathers

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Tim Mulligan
On January 16 th , US communications behemoth Comcast (owner of NBCUniversal) held an investors day to provide much-needed clarity around its forthcoming direct-to-consumer (D2C) service Peacock. Of the big four D2C services due to launch in a 12-month period between H2 2019 and H2 2020, Peacock is the late entrant – but potentially the one with the biggest disruptive impact.
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Netflix Bewitches the Internet

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Tim Mulligan
Netflix, the current subscription video on demand (SVOD) global leader, has topped Wikipedia searches for the second week of 2020 with its new fantasy scripted drama original,  The Witcher . The show is based upon a story universe created by Polish author Andrzej Sapkowski, which originated in novel form and has since morphed into –  among other adaptations –  a hugely popular game franchise with 40 million unit sales to date.
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