Blog: Walt Disney Company

Read our latest daily deep dives, hot takes, and exciting updates about the entertainment world. Check out the latest insight from your favourite analyst, or search by coverage areas - music, entertainment and fandom, creator economy and social.

Telcos, media, and the battle for monopsony

Tim Mulligan

14 Jun 2018

AT & T Comcast Disney

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.

With interest in Fox’s video content business, is 2017 the beginning of the end for traditional TV and film companies?

Tim Mulligan

21 Nov 2017

21st Century Fox Comcast Fox

Last Friday, media stocks in the US rose on the back of news that 21st Century Fox had been approached by Comcast, Walt Disney Co, Sony and Verizon over the possible sale of its film and international TV assets.

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

Tim Mulligan

30 Jun 2016

China Disney DisneyLife

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.