The internet saves movie theaters. Maybe a streaming service buys one of the chains as a perk for subscribers. Or maybe the chains stay independent and rent themselves out as virtual conference centers.
Amazon: "Can move in many directions, from music to devices to games to films, finding value by killing friction. Acquiring IMDb, for instance, gives them perfect information about films it doesn't even carry."
A series of acquisitions and licensing deals has seen Animoca Brands become a major player in the blockchain gaming space, with involvement in games such as The Sandbox and F1 Delta Time.
The legacy companies (Disney, NBCU, Paramount, WBD, Fox) are stuck in a purgatorial period between media systems, trying to wring out the massive but rapidly declining profits of the linear age while transitioning to the sports streaming era. It’s like that puzzle in Die Hard with a Vengeance where Bruce Willis and Sam Jackson must move exactly the... See more
It’s acquisition vehicles like Mavely, BrandBox, DTX Company’s Unbox, and Showfields that may influence this shift in the agency business model by providing meaningful opportunities for CAC diversification. And if so, the DTC era may finally begin to solve its profitability problem. This could be the first step towards improving valuation multiples... See more
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 sto... See more
This isn’t your average temporary channel shift. The “window” is the one big moat protecting theatre revenues. By eroding the “window” even for a bounded period studios will get to test success of movie releases on streaming platforms and use that to negotiate post-lockdown. Though theatres won’t go away, their negotiating power certainly will.