Blog: Disney - Page 4

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The Mouse That Roared; Disney Calls Time on Traditional Pay-TV and Netflix in the US

Tim Mulligan

7 Aug 2019

Disney ESPN+ hulu

As predicted , Disney has decided to flip the switch and unleash a pay-TV (and Netflix) killer by announcing a Q4 bundle of its streaming services in one joint aggressively-priced offer. On November 12 th , 2019 when Disney launches its new direct-to-consumer (D2C) service Disney+, it will be ...

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Sports and the Tech Majors: A Competitive Partnership

Hanna Kahlert

8 Jul 2019

Amazon Prime Instant Video Amazon Video d-day for sporting rights

We’re pleased to announce the launch of our Sports research practice. The Sports vertical provides comprehensive global analysis of the key players unleashing disruption in the business of sport broadcasting, streaming and e-sports alongside detailed and segmented analysis of consumer engagement b...

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Why the UFC Wants to Replicate the Yao Ming effect

Alistair Taylor

25 Jun 2019

athlete audience culture brand leverage

The NBA is the third highest grossing league globally, generating $7.4 billion in 2017, behind domestic rivals MLB and NFL. Whereas the MLB and NFL have largely struggled to entice a truly global following, the NBA have become synonymous with Chinese sports fans, and offers a template for the Ultima...

Is Cricket the New ‘Greatest Show on Turf’?

Alistair Taylor

19 Jun 2019

21st Century Fox ad skippers addressable audience

Even before the St. Louis (now LA) Rams were setting records in the NFL during the 1999-2001 seasons, earning the nickname ‘The Greatest Show on Turf’, the Super Bowl was viewed as an unrivalled opportunity to advertise brands, products, and movie trailers to the masses that tune in (or increasi...

Heavyweight Battle for Premium Sporting Rights Dependent on Three Factors

Alistair Taylor

3 Jun 2019

BAMTech broadcast rights BT

The sports rights landscape has changed fundamentally with the emergence of streaming subscription video on demand (SVOD) services. Digital and broadcast rights used to be separate deals entirely, but now the lines are blurred, and competition is heating up for exclusive coverage of the most sought-...

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Disney’s Latest Earnings Are Buoyed by Growth in Their Theme Park and Direct-to-Consumer Revenues

Alistair Taylor

10 May 2019

21st Century Fox additive service assets

On Wednesday night the Walt Disney Company reported quarterly earnings for its second fiscal quarter ending March 31st 2019, beating analyst estimates with a 3% increase in year-on-year (YoY) quarterly revenue.

Is Sinclair About to Cause a Stir in US Streaming Sports Coverage?

Tim Mulligan

9 May 2019

Disney RSN Sinclair Broadcasting

This has been a busy week for Disney. As part of the regulatory approval terms for acquiring 21stCentury Fox’s non-US TV network businesses, it had to divest itself of the 22 regional sports networks (RSNs) which it finally acquired in March.

Why AT&T Cashed in on Its Hulu Stake and What This Means for Disney’s Direct-to-Consumer Strategy

Tim Mulligan

23 Apr 2019

direct-to-consumer Disney hulu

Last week US communications giant AT&T announced that it had sold its 9.5% stake in US subscription video on demand (SVOD) service Hulu for $1.43 billion, valuing the third largest US SVOD operator at $15 billion.

Can Disney do a Hulu?

Alistair Taylor

12 Apr 2019

21st Century Fox brand equity Disney

Disney finally unveiled to investors during a presentation yesterday its much anticipated direct-to-consumer (DTC) streaming service Disney+, announcing a November 12 th 2019 launch . Disney+ will be an ad-free subscription launching in the US at $6.

Fox News to ‘New Fox’: What is Left After Disney Deal

Alistair Taylor

1 Apr 2019

CBS Disney Equity stake

On the 20th March 2019 , The Walt Disney Company’s acquisition of Rupert Murdoch’s 21 st Century Fox became official. What did Disney acquire? The $71.3 billion merger significantly strengthens Disney’s value proposition as a service, solidifying its position as the world’s largest media con...

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Fail Fast, Fail Early – Can Eleven’s UK Struggle Aid Future Growth?

Alistair Taylor

21 Feb 2019

Allsvenskan altice Amazon Fire Stick

Eleven Sports announced last week it had successfully agreed long-term distribution agreements with all four TV operators in Portugal – Altice, NOS, Nowo and Vodafone. Achieving this agreement puts Eleven Sports on TV platforms across 3.

ESPN+ leverages UFC appeal to double subscriber base to 2 million in five months

Alistair Taylor

8 Feb 2019

BAMTech combat sports direct-to-consumer

Disney announced in its Q1 earnings call on Tuesday that its sports-centric streaming service ESPN+ had surpassed two million subscribers, doubling its subscriber base in less than five months. Launched in April 2018 , Disney revealed in September 2018 that it had taken less than five months to surp...

UFC’s Debut on ESPN+ Draws In Record Subs

Alistair Taylor

24 Jan 2019

Bellator BT DAZN

The Ultimate Fighting Championship (UFC) debuted on ESPN+ this past weekend, featuring the highly touted championship fight, which saw Henry Cejudo knockout current Bantamweight champion TJ Dillashaw in just 32 seconds to retain his Flyweight title.

Amazon, Regional Sports and Owning the Local Economy

Georgia Meyer

16 Jan 2019

21st Century Fox Amazon Prime ATP

Amazon is reportedly bidding for all 22 US regional sports networks that Disney is putting up for sale (as part of its $73.1 billion deal to buy most of 21st Century Fox). Among the networks is the YES Network, that broadcasts New York Yankees games, as well as an array of professional NBA, NHL and ...

Media Musings: Who Will Buy Snap Inc?

Zach Fuller

14 Dec 2018

Disney Evan Spiegel Media

As outlined in our 2019 forecasting report, MIDiA predicts that Snap Inc. as we know it will be no more by the end of 2019. Its most notable asset Snapchat still has a sizeable audience among younger demographics but the company will be most likely acquired by a larger entity.

Why AT&T is Renewing Its Fox Distribution Relationship

Tim Mulligan

19 Nov 2018

21CF AT & T DirectTV Now

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.

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 AT & T California

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.

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

Tim Mulligan

8 Aug 2018

BAMTech Disney ESPN+

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...

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

Alistair Taylor

25 Jul 2018

AT & T comic-con Comics

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 o...

Can Eleven Sports Disrupt the UK Sports Video Landscape?

Alistair Taylor

19 Jul 2018

Allsvenskan broadcasters BT

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 marke...

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