The Walt Disney Company’s Post

As the Disney v. Charter conflict continues, some economic perspectives indicate a settlement will eventually be reached. Consider, the annual revenues to Disney from this deal approach $2.2 Billion a year (per Barron's). And the annual college sports rights deals across the country cost ESPN somewhere close to $2 Billion a year (per "On3" website). That's a big expense for ESPN, which will increase as college conference realignment occurs next year, with an expanded college football playoff. Disney needs to maximize revenues and eyeballs across all platforms to make the ad revenue equation efficient. Charter needs to burnish it's brand relationship with existing subscribers to limit churn. There will be a deal.

Forget the question of how much this ESPN, Warner Bros. Discovery, and FOX Sports sports streamer will cost—we want to know what MVPDs think. They’re staying pretty quiet. For now. We’re assuming legal departments are busy going over every inch of carriage contracts today to see just what this means for their own video packages. #media #mediaindustry #Multichannel #video #videoproduction #MVPD

💡 Key takeaways from my analysis of the BBC's announcement that it is exploring more commercial content partnerships, such as the deal with Disney for the upcoming season of Doctor Who: 📺The BBC's partnership with Disney for Doctor Who benefits both parties by extending reach, increasing investment, and adding valuable IP to Disney+ 💰Crucially, the partnership also brings increased investment for the BBC to direct towards the show’s production, a welcome relief from the constraints imposed by the two-year freeze on the TV licence fee 📈Boosting production investment in flagship titles during a time of budget cuts may be appealing but it comes with the trade-off of potentially straining long-term relationships with other partners

#onStrategy Air edition 🏖️ Before discussing again what Bob Iger should do and what not, I propose the following pyramid of priorities for Disney: 1. They should sell the Linear networks (excl. ESPN) 2. Look for distribution and content (ie. partnership) 3. Focus on the experiences. In Q3 2023, Parks & Experiences brought 69% of the total profit (!) Read the full version here: https://buff.ly/3EbyLvK

ESPN has generated $14billion in revenues and $3 billion in profits in the first half of 2023, yet Disney is looking to sell a stake in ESPN. Want to know why? Read this weeks newsletter ( Leeds1888 Issue-37) on Beehiiv. Link in the description #espn #disney #newsletter #leeds1888

Disney investors are on edge as blackout shadows fall over channels like ABC and ESPN. With uncertainty surrounding Iger's strategies, the path forward remains unclear. Stay tuned as Disney navigates this challenging terrain. #DisneyInvestors  #EntertainmentIndustry"

If you are interested in hearing me talk about Disney Theme Parks and history, here's a great discussion I had with my friend and editor Zach Perilstein about just that! Enjoy! https://lnkd.in/gDKDxm34

In watching the ongoing standoff between Charter Communications and The Walt Disney Company over television rights and carriage agreements, I can’t help but wonder how many organizations in the sports entertainment ecosystem are truly prepared for the implications of a resolution? The impacts of an agreement will have a downstream effect on the entire industry, from networks to sports leagues to athletes and those who support them. If you are in this arena, has your organization truly planned for the potential scenarios created by this dispute? The rise in sports revenue has in many ways relied on inertia in the media industry. But there is real evidence that the inertia is shifting, and preparation will be the difference between thriving and dying. #sports #crisis #television #industryshifts

60% of customers say no four times before saying yes, whereas 48% of salespeople never even make a single follow-up attempt 80% of sales require five follow-up calls. Keep dialing...Keep following up. It's a numbers game! #dialingfordollars #huntermentality #businessdevelopmentmanager #AffiliatedMonitoring

And that is the key to success, consistency and discipline in #sales and #businessdevelopment