Chart of the Week
October 13, 2021

Chart of the Week 10.13.21

After Bob Iger Stepped Down As CEO, There Has Been An Exodus Of Executives Across Disney

Conference Takeaways
September 24, 2021

Goldman Sachs 2021 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Cinemark, Comcast, Discovery, Disney, iHeartMedia, IMAX, Lionsgate, Live Nation, Roblox, SiriusXM, Snapchat, T-Mobile, Verizon, ViacomCBS, Warner Music Group

Chart of the Week
September 08, 2021

Chart of the Week 09.08.21

Summer Films Haven’t Come Close To The Heights Of A Typical Blockbuster Opening Weekend

Earnings Recaps
August 12, 2021

Disney: 2021 Q2 Earnings

Disney Is Releasing Their Next Two Films Exclusively In Theaters After Recent Experiments With Day/Date

Chart of the Week
July 14, 2021

Chart of the Week 07.14.21

Disney Has Been Steadily Incorporating ESPN+ Into All Of Their Recent Sports Media Rights Deals

Chart of the Week
June 23, 2021

Chart of the Week 06.23.21

Not Surprisingly, Disney+ Is The OTT Service With The Heaviest Concentration Of Children Viewers

Conference Takeaways
May 27, 2021

JPMorgan 2021 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Cinemark, Comcast, Discovery, Disney, Fox, Live Nation, The New York Times, Roku, Sinclair, SiriusXM, T-Mobile, Twitter, Verizon, ViacomCBS, Zynga

Chart of the Week
May 19, 2021

Chart of the Week 05.19.21

WarnerMedia – Discovery Merger Provides Necessary Scale To Compete In The Streaming Wars

Earnings Recaps
May 13, 2021

Disney: 2021 Q1 Earnings

Disney Is Building Up Their Portfolio Of Live Sports Rights, With A Focus On Multi-Platform Distribution

Chart of the Week
March 10, 2021

Chart of the Week 03.10.21

Investors Are Optimistic All Legacy Media Companies Can Make The Transition To Streaming

Conference Takeaways
March 04, 2021

Morgan Stanley 2021 TMT Conference

Interviews with Senior Executives at AT&T, Charter, Comcast, Disney, Facebook, Fox, Google, IMAX, Lionsgate, Live Nation, The New York Times, Netflix, SiriusXM, Snapchat, Spotify, Take-Two, Twitter, ViacomCBS, Warner Music Group, Zynga

Earnings Recaps
February 11, 2021

Disney: 2020 Q4 Earnings

Disney Is Confident Raising The Price Of Disney+ With A Robust Lineup Of Franchise Content This Year

Chart of the Week
December 16, 2020

Chart of the Week 12.16.20

Disney+ Exceeded Their Initial Projections Due To The Strength Of Their Iconic Library Of IP

Investor Day Highlights
December 10, 2020

Disney Investor Day 2020

A summary of Disney’s Investor Day where they provided more insight into their content pipeline and provided updated projections for their portfolio of DTC services.

Earnings Recaps
November 12, 2020

Disney: 2020 Q3 Earnings

Disney Has Reorganized Their Senior Leadership Team To Accelerate Their Pivot To A DTC-First Business