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WBD

Disney: The ESPN Solution
On February 7th, The Walt Disney Company reported its Q1 FY24 results. It was a solid start to the year, with continued strength at Experiences and an…
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The Science of Hitting
“Moving Forward, Or Moving On”
Disney, Charter, and the future of the U.S. pay-TV business
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The Science of Hitting
4
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…
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The Science of Hitting
"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: “The…
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The Science of Hitting
"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…
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The Science of Hitting
2
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. During the…
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The Science of Hitting
1
"The Pickle Out Of The Jar"
Dr. Malone on the WarnerMedia / Discovery deal
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The Science of Hitting
5
WarnerMedia + Discovery
Thoughts on the media deal that nobody expected
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The Science of Hitting
8
Jason Kilar and the Future of HBO Max
Thoughts on recent commentary by WarnerMedia's CEO
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The Science of Hitting
2
© 2024 Alex Morris (TSOH Investment Research)
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