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WBD
Disney: The ESPN Solution
On February 7th, The Walt Disney Company reported its Q1 FY24 results.
Feb 19
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The Science of Hitting
34
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Disney: The ESPN Solution
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“Moving Forward, Or Moving On”
Disney, Charter, and the future of the U.S. pay-TV business
Sep 11, 2023
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The Science of Hitting
34
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“Moving Forward, Or Moving On”
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ESPN: “Looking For Strategic Partners”
On Thursday, Disney CEO Bob Iger sat down for a wide-ranging conversation with CNBC’s David Faber. The interview, which followed an announcement on…
Jul 17, 2023
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The Science of Hitting
28
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ESPN: “Looking For Strategic Partners”
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"I Don't Care How Much We're Losing"
In “WarnerMedia + Discovery”, which was published a few days after the deal was announced in May 2021, I concluded the write-up with the following:
Aug 25, 2022
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The Science of Hitting
21
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"I Don't Care How Much We're Losing"
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"It's All About Scale"
In “The Pickle Out Of The Jar”, which I wrote shortly after the WarnerMedia / Discovery deal was announced in May 2021, I quoted John Malone on the…
Jul 14, 2022
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The Science of Hitting
17
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"It's All About Scale"
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Disruption & The "Right" Owners
In late 2021, WarnerMedia CEO Jason Kilar (who just announced his resignation) sat down for an interview with Peter Kafka of Recode Media.
Apr 7, 2022
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The Science of Hitting
16
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Disruption & The "Right" Owners
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"The Pickle Out Of The Jar"
Dr. Malone on the WarnerMedia / Discovery deal
May 27, 2021
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The Science of Hitting
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"The Pickle Out Of The Jar"
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WarnerMedia + Discovery
Thoughts on the media deal that nobody expected
May 20, 2021
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The Science of Hitting
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WarnerMedia + Discovery
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Jason Kilar and the Future of HBO Max
Thoughts on recent commentary by WarnerMedia's CEO
Apr 22, 2021
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The Science of Hitting
14
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Jason Kilar and the Future of HBO Max
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