#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
Forget the question of how much this ESPN, Warner Bros. Discovery, and FOX Sports sports streamer will cost—we want to know what MVPDs think. They’re staying pretty quiet. For now. We’re assuming legal departments are busy going over every inch of carriage contracts today to see just what this means for their own video packages.
#media#mediaindustry#Multichannel#video#videoproduction#MVPD
Are you confused about the new Lightning Lane System at Walt Disney World? So are alot of people. Click below to watch our pro tips on how to use this system, get the rides you want, and save time at the parks!
TSG Entertainment is upset with Disney and is taking them to court. TSG is known for supporting big projects like Avatar, The Way of Water and Deadpool. They say that Disney broke their agreement!💚
What are your thoughts on this? We love to hear from you do tell us in the comments section below!💚
American macro/geopolitical analyst, investor, & strategic advisor. (My opinions often change over time. Please do your own research. I don’t post investment advice & only accept connection requests from people I know.)
FWIW, I’ve obsessed over the Walt Disney Company for the past 6-7 years & think it’s one of America’s most important corporations. I’m not just talking about the company’s contribution to the economy or the larger business world, but to American grand strategy. For decades, Disney helped to manufacture a deep & abiding self-confidence in America & the vast potential of free societies which upheld the rights of individuals; & Disney exported those values & optimism about the future to consumers around the world. Disney also curated a common “mythology” to four successive generations of Americans from young children today to their great grandparents. Apparently, that’s not good enough for the current management which has openly aspired to be a “global” company (& not just an American company) since Bob Iger became CEO in 2005. Roy E. Disney, who had been instrumental in saving the company in 1984, believed that Michael Eisner was taking the company in the wrong direction (after rekindling the magic in the late 1980s & 1990s) & once again sought to “Save Disney”. He mistakenly thought Bob Iger was the right man for the job & was subsequently kept at arms length. Walt Disney literally went to war with Marxists who sought to hijack his company; Eisner did too in his own ways. They held the line & built Walt Disney into a huge company & the gold standard of family content, parks, merchandise, & expriences. Unfortunately, Disney is now an impenetrable fortress with a giant market cap & has been taken over by insurgents who came in via the back door of internal promotion. Iger — &, for a short while, Bob Chapek — allowed a cohort of leftist radicals to disrespect multiple generations of American families & families around the world with an elitist/leftist vision to “Reimagine Tomorrow”. Some may argue we are witnessing a historic business failure; but I’m not sure we can call it a failure. Opponents of classic liberalism & the American way — with the support of an “ESG” obsessed cartel of index & mutual funds — have so far suceeded in subverting & degrading one of the greatest cultural nodes of American soft power. What was once one of our greatest strategic messaging platforms to our kids & to the world is now preaching a very different set of values. I have wondered for years if some path to saving & renewing the company might exist. It’s too big for an leveraged buy-out, which makes a management coup & turnaround difficult — if not impossible. It could possibly be influenced, but not totally taken over via a proxy battle & public opinion campaign. Otherwise, multiple companies & personalities may need to step into the void & fill Disney’s role in America’s cultural arsenal. I have no idea how this saga is going to play out but respect Nelson Peltz for trying. Don’t overlook the fact that his Disney turnaround website evokes the same slogan that Roy E. Disney had printed on bumper stickers 21 years ago: “Restore the Magic”. https://lnkd.in/g44EqQcb
Communications Strategist | Writer | Content Creator
5moNow that’s a compelling mashup.