Disney didn’t need a direct-to-consumer SVOD service to successfully tell stories and build love for them; it has always been disintermediated and thrived all the same... Disney+ offers important comparatives advantages to this “easy money”. By bringing all of its franchises and titles together into a single platform, Disney can better tell its... See more

Paul compares Netflix and Disney: Netflix built the infrastructure – streaming, recommendation engines,…. – and thereby created a very data- and engineering-driven internal culture. Disney, on the other hand, is all about imagination, creative ideas and intellectual property - and it just had to plug into the infrastructure that Netflix already... See more

These differences make sense when you realize that Disney+ is not simply about earning subscription revenue; rather, it is a direct-to-consumer touchpoint for Disney’s entire business