
How Disney Found Its Reality Sweet Spot on Streaming

It is clear to us that — because of the internet and the increased competition/innovation it brings — the future of TV is
Jason Kilar • Jason Kilar on Hulu and content
Increased competition will tilt balance to content suppliers and steadily change the economic equation with platforms.
Troy Young • Web3 and Media
Netflix’s overall challenge is that it can no longer count on contracting for existing good TV and studio films at reasonable prices. When it comes to streaming, both access to material and subscriber scale are important. With more subscribers, one can pay more for material, and the ratio of needed shows to subscribers falls—you don’t need twice as
... See moreRichard Rumelt • The Crux: How Leaders Become Strategists
In under two decades, on-demand lightning-fast internet television had gone from an impossibility to a simple fact of life.
Mark Bergen • Like, Comment, Subscribe
The same goes for the metadata, the information about each title. Streaming metadata is a mess; every studio, producer, and platform seems to have a different language with which to talk about content. Disney has been building something like a universal metadata translator, says Jay Donnell, the company’s SVP of product engineering. “We don’t assum... See more
David Pierce • The Disney Plus-Hulu merger is way more than a streaming bundle
TL:DR: These platforms fill a content void left by mainstream streaming services, particularly for women seeking escapist romantic content with quick emotional payoff.