WBD

Disney: The ESPN Solution

On February 7th, The Walt Disney Company reported its Q1 FY24 results.

Feb 19 •

The Science of Hitting

“Moving Forward, Or Moving On”

Disney, Charter, and the future of the U.S. pay-TV business

Sep 11, 2023 •

The Science of Hitting

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 •

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:

Aug 25, 2022 •

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…

Jul 14, 2022 •

The Science of Hitting

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 •

The Science of Hitting

"The Pickle Out Of The Jar"

Dr. Malone on the WarnerMedia / Discovery deal

May 27, 2021 •

The Science of Hitting

WarnerMedia + Discovery

Thoughts on the media deal that nobody expected

May 20, 2021 •

The Science of Hitting

Jason Kilar and the Future of HBO Max

Thoughts on recent commentary by WarnerMedia's CEO

Apr 22, 2021 •

The Science of Hitting

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