The constant changes in 1-2-3 speaks to how the entertainment industry is changing beyond “D2C SVOD”. The two clearest trends are video gaming/interactivity and multi-media/trans-media/cross-media storytelling. Taken together, this will fundamentally alter competitive dynamics, which stories we love, and how much.

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

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