
The Disney Plus-Hulu merger is way more than a streaming bundle



The major tech companies, such as Amazon, Google, and Apple, are bad at IP, games, or video (if not all three). Disney excels at IP universes and is building up expertise in film-to-TV transmedia, but it has no interactive assets. At the same time, this could change quickly via acquisition — and the applicability of theme park expertise should not ... See more
Matthew Ball • What Is an Entertainment Company in 2021 and Why Does the Answer Matter? — MatthewBall.co

The shift in value has already started. In the 13-month period between January 2019 and February 2020, Apple and Amazon added Disney, AT&T/Time Warner, Fox, Netflix, Comcast, Viacom, MGM, Discovery, and Lionsgate to their market capitalization. Read the last sentence again.