Disney blog by MIDiA Research

Blog: Disney

Read our latest daily deep dives, hot takes, and exciting updates about the digital entertainment world. Check out the latest from your favourite analyst, or search by coverage - games, video, music, audio, social, or critical developments.

Disney’s direct-to-consumer business is now profitable – so what comes next?

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Tim Mulligan

7 May 2024

direct-to-consumer

Today, Disney announced its fiscal second quarter 2024 financial results (calendar Q1 2024). All eyes were on the Entertainment Segment, where its direct-to-consumer (D2C) division matched MIDiA’s call...

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Disney’s IP bank is its ultimate superpower which it needs to double down on investing in hybrid IRL success

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Tim Mulligan

4 Apr 2024

Disney’s annual shareholder meeting has confirmed that its management team, led by streaming and IP visionary Bob Iger, remains firmly in control of the media major’s destiny by thwarting Nelson Peltz’s...

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The context behind Disney’s investment into Epic Games

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Karol Severin

15 Feb 2024

Disney announced it is investing $1.5 billion into Epic Games. The same announcement talks about a creation of an “ expansive and open games and entertainment universe connected to Fortnite ”. This...

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Why Disney’s Epic Games investment challenges YouTube

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Ben Woods

9 Feb 2024

YouTube’s chief executive, Neil Mohan's, latest open letter was full of confidence . A little over a week since YouTube recorded a 16% jump in advertising revenue to $9.2 billion for Q4 2023 , he outlined...

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What the launch of the “Hulu for sports” platform means for Disney and for sports TV

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Tim Mulligan

7 Feb 2024

Hulu for sports

Today, ESPN (a Disney subsidiary), Fox, and Warner Bros Discovery announced : “...an understanding on principal terms to form a new joint venture (JV) to build an innovative new platform to house a compelling...

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How the smartphone ‘Swiss Army knife’ will unlock shoppable TV

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Ben Woods

2 Feb 2024

MIDiA has predicted that streaming TV services will make big strides with shoppable TV in 2024 . Key to that success will be the smartphone. An attempt by the likes of Amazon Prime, YouTube, and Disney...

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Steamboat Willie Mickey Mouse and the blending of fan and franchise

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Hanna Kahlert

3 Jan 2024

Long known for its strict intellectual property strategy, Disney is seeing one of its core characters – the 1928 version of Mickey Mouse – enter the public domain, presenting an excellent case study...

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Can ReelShort succeed with short-form video entertainment where Quibi failed?

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Ben Woods

30 Nov 2023

A little over three years ago some of America’s most notable entertainment executives killed off an attempt to revolutionise smartphone entertainment. The ill-fated platform, spearheaded by former Walt...

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Embracing the cultural ascent of games: Zelda, Sony, and games-video symbiosis

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Perry Gresham

10 Nov 2023

Legend of Zelda

Gaming has been mainstream for a while, but in recent years it has started flexing its cross-cultural muscles, intersecting with music, sports, and increasingly with video . The latest example is a new...

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Why investing in IRL entertainment is so important for Disney’s streaming future

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Tim Mulligan

26 Sep 2023

It appears that investors are losing confidence in Disney as the transition from linear TV to streaming TV moves into its final chapter. Last week, Disney saw its stock price fall after announcing that...

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Murdoch versus Iger | Why Fox’s focus on live programming has a key role in streaming TV

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Tim Mulligan

21 Sep 2023

Rupert Murdoch’s decision to step down as chairman of Fox News and Fox Corporation is the culminating act in a 70-year media career spanning print to TV. It comes four years after Murdoch clinched the...

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Hate-watching: The rise of contextual consumption

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Hanna Kahlert

24 Aug 2022

In the over-saturated entertainment ecosystem , attention is the name of the game. All propositions are competing for the most focused attention, striving for more dynamic engagement , and trying to find...

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Minions versus Lightyear: a tale of two contrasting fandoms

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Ashleigh Millar

12 Jul 2022

The new Universal / Illumination film, Minions: The Rise of Gru , has broken records for an Independence Day release to theatres – it grossed $123.1 million over the long weekend, beating the previous...

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Disney+ at 100 million: The second shockwave of the D2C big bang moment has begun

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Tim Mulligan

10 Mar 2021

At its annual shareholder meeting yesterday, Disney announced that Disney+ had reached the 100 million subscriber mark in the 16 months since it first launched. For comparison, global subscription video...

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Hulu + Live subscriber losses point to intensifying US video attention battle

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Tim Mulligan

16 Feb 2021

On February 11th, Disney released its results for Q4 2020. The focus was on the continuing growth for the media major’s direct to consumer (D2C) business. Although still loss-leading, the D2C segment...

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Football looks to build digital engagement through Fortnite collaboration

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Alistair Taylor

22 Jan 2021

Endeavor-owned IMG, acting as Epic Games’ licensing representative, has brokered deals with 23 football clubs to appear in the publisher’s free-to-play battle royale-style game Fortnite. Looking to...

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Discovery enters streaming race with discovery+ and Olympics offering

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Alistair Taylor

9 Dec 2020

Last week , Discovery announced it will launch discovery+, ‘the definitive non-fiction’ subscription-video-on-demand (SVOD), on January 4th, 2021. Consumers in the US can expect the largest-ever content...

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DraftKings is making its own strategic bet on the rise of the US sports betting market

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Alistair Taylor

19 Nov 2020

betting company

US-based sports betting company DraftKings’ stock value has grown 11% following a strong third-quarter performance in which its revenues increased 98% year on year (YoY) to reach $132.8 million, up from...

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WWE Q3 Earnings – An innovative digital strategy helps WWE overcome COVID-19 disruption

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Alistair Taylor

12 Nov 2020

World Wrestling Entertainment

WWE’s Q3 2020 results provide a fascinating insight into how a live event-focused entertainment business has successfully navigated a global pandemic. In its financials for the quarter , WWE saw a 19%...

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Why the sports broadcast model is now under threat

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Alistair Taylor

6 Nov 2020

Sinclair Broadcast Group

sports broadcast

The Sinclair Broadcast Group reported its Q3 2020 results earlier this week, which highlighted the detrimental impact sporting investments had on its balance sheet. A 37% year-on-year (YoY) increase in...

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