Read on Twitter
1/ Thoughts on Disney's Analyst Day.
Obviously a longtime Disney D2C bull; I was astounded, shocked by slate's quality, range, volume.
This is Disney going beyond a digital "Vault" plus originals. It is saying all of your favorite stories, more, always https://twitter.com/ballmatthew/status/1337182805005045760
Obviously a longtime Disney D2C bull; I was astounded, shocked by slate's quality, range, volume.
This is Disney going beyond a digital "Vault" plus originals. It is saying all of your favorite stories, more, always https://twitter.com/ballmatthew/status/1337182805005045760
2/ Not just a stronger Disney+, but one that hugely raises the tablestakes of competition, growth, press coverage, notability.
Paramount+ plans new Star Trek year round. Feels quaint now. Peacock will have a Jurassic Park + Fast series eventually. Cool. https://twitter.com/chrismlacy/status/1337183421576085506?s=20
Paramount+ plans new Star Trek year round. Feels quaint now. Peacock will have a Jurassic Park + Fast series eventually. Cool. https://twitter.com/chrismlacy/status/1337183421576085506?s=20
3/ In "Content, Cars, and Comparisons in the 'Streaming Wars'", I wrote about how Disney $1B in content spend gets several billion of equivalent spend through its resonance
Mando was a top 5 show per @ParrotAnalytics in 2019. Disney thinks it can have 10 "Top 5s" a year.
Mando was a top 5 show per @ParrotAnalytics in 2019. Disney thinks it can have 10 "Top 5s" a year.
4/ Trade talk can be misleading, but it takes only a cursory look at Twitter, the most popular shows of the past decade (Walking Dead, Thrones, Mando, Stranger Things), Disney's dominance at the box office (8 of top 10 in 2019) and wonder how to beat this https://twitter.com/ballmatthew/status/1337191139045208067?s=20
5/ Roadmap doesn't just suck oxygen out of streaming wars (as Netflix did from 2014-18), it will enable Disney+ to rapidly grow its price
If I pay $54 a year to use Disney+ for 2 months, what happens when it's year-round?
Worth $15 month in 2023. https://twitter.com/ballmatthew/status/1327752815176015873
If I pay $54 a year to use Disney+ for 2 months, what happens when it's year-round?
Worth $15 month in 2023. https://twitter.com/ballmatthew/status/1327752815176015873
6/ Disney obviously sandbagged its original 60-90MM estimate, but elevating this forecast to 230-260MM on the same time horizon, one year in, has to be the largest elevation at a company of this size... ever?
7/ Disney spoke about how much more popular Disney+ was with households without kids. That's key.
At the same time, half of those I know with kids... had set-up iPads for their kids to watch a four hour corporate event... out of enthusiasm for Disney+. That's unreplicable
At the same time, half of those I know with kids... had set-up iPads for their kids to watch a four hour corporate event... out of enthusiasm for Disney+. That's unreplicable
8/ This is an impossibly great company. And still surprised.
From Oct 2019:
Disney, IP, and "Returns to Marginal Affinity" https://www.matthewball.vc/all/marginalaffinity
From Oct 2019:
Disney, IP, and "Returns to Marginal Affinity" https://www.matthewball.vc/all/marginalaffinity
9/ Also important is to note the extraordinary talent Disney was able to attract despite (1) Capped backends; (2) IP constraints; (3) Disney+ centric distribution.
Darren Aronofsky making Disney+ docuseries? Patty Jenkins doing Star Wars? Amy Adams doing an Enchanted 2?
Darren Aronofsky making Disney+ docuseries? Patty Jenkins doing Star Wars? Amy Adams doing an Enchanted 2?
