Conference Takeaways
September 14, 2020

Bank of America 2020 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, Discovery, Disney, Fox, IMAX, SiriusXM, Spotify, Verizon, ViacomCBS

Chart of the Week
August 05, 2020

Chart of the Week 08.05.20

Disney+ Surpassed Its Initial 5 Year Projection Less Than 9 Months After Launching The Service

Earnings Recaps
August 04, 2020

Disney: 2020 Q2 Earnings

Disney Is Creating A New PVOD Window To Release Mulan On Disney+ At The Same Time As Some Theaters

Chart of the Week
June 03, 2020

Chart of the Week 06.03.20

The HBO Max Launch Has Underscored The Difficulties Of Transitioning A Linear Channel To DTC

Earnings Recaps
May 05, 2020

Disney: 2020 Q1 Earnings

A recap of Disney’s 2020 Q1 Earnings, including a summary of major talking points and key data from financial statements.

Chart of the Week
March 18, 2020

Chart of the Week 03.18.20

Studios Are Moving Up The VOD Window To Offer Some Recent Releases To Customers At Home

Chart of the Week
February 26, 2020

Chart of the Week 02.26.20

During Bob Iger’s Tenure As CEO, Disney Has Made Significant Acquisitions Of IP To Fuel Growth

Chart of the Week
February 05, 2020

Chart of the Week 02.05.20

In 3 Months, Disney Is Already Approaching Their 5 Year Target For Domestic Disney+ Subscribers

Earnings Recaps
February 04, 2020

Disney: 2019 Q4 Earnings

Disney Has Wildly Exceeded Expectations With The Launch Of Disney+, Reaching 26.5M Subs At Year End

Chart of the Week
December 11, 2019

Chart of the Week 12.11.19

Disney Will Surpass $10B In Global Box Office Ahead Of The Release Of Its New Star Wars Film

Earnings Recaps
November 20, 2019

Disney: 2019 Q3 Earnings

Disney Is Utilizing Their Streaming Services To Build A Multi-Platform Company That Can Extend Its Reach

Chart of the Week
November 20, 2019

Chart of the Week 11.20.19

Subscriber Growth Has Slowed Down As Virtual MVPDs Are Frequently Increasing Their Prices

Chart of the Week
October 30, 2019

Chart of the Week 10.30.19

Netflix Has Built A Significant Subscriber Advantage As The “Streaming Wars” Begin In Earnest

Chart of the Week
October 23, 2019

Chart of the Week 10.23.19

Several New OTT Services Are Partnering With Mobile Distributors To Quickly Gain Subscribers

Chart of the Week
August 21, 2019

Chart of the Week 08.21.19

With Its Acquisition Pending, 20th Century Fox Films Have Vastly Underperformed This Year

Chart of the Week
August 14, 2019

Chart of the Week 08.14.19

There Has Been A Wave Of Consolidation Across The Media Industry Over The Last Few Years

Earnings Recaps
August 06, 2019

Disney: 2019 Q2 Earnings

Disney Is Negotiating Distribution Deals To Ensure They Can Gain Scale Quickly With Their Disney+ Service

Chart of the Week
May 15, 2019

Chart of the Week 05.15.19

Hulu Has Accelerated Subscriber Growth Over The Last Few Years Through Promotional Offerings

Conference Takeaways
May 14, 2019

MoffettNathanson 2019 TMT Conference

Interviews with Senior Executives at AMC Networks, AT&T, CBS, Charter, Cinemark, Discovery, Disney, FOX, Viacom

Earnings Recaps
May 08, 2019

Disney: 2019 Q1 Earnings

Disney Is Working On Getting More Library Content To Bolster Their DTC Platform Launching This Fall

Chart of the Week
April 24, 2019

Chart of the Week 04.24.19

Avengers: Endgame Has A Chance To Reach A $1 Billion Box Office In Just Its Opening Weekend

Investor Day Highlights
April 11, 2019

Disney Investor Day

A summary of Disney’s Investor Day where they provided more insight into their DTC strategy, including details on Disney+. 

Chart of the Week
April 10, 2019

Chart of the Week 04.10.19

There Is A Rapidly Growing Selection Of SVOD Platforms With A Variety Of Different Features

Earnings Recaps
February 05, 2019

Disney: 2018 Q4 Earnings

Disney Has Realigned Their Organization To Properly Support Their Biggest Priority: Direct To Consumer

Chart of the Week
January 16, 2019

Chart of the Week 01.16.19

Netflix Has Raised Prices, But Remains An Affordable Content Option Compared To The Bundle

Earnings Recaps
November 08, 2018

Disney: 2018 Q3 Earnings

Disney Is Taking A Cautious Approach As They Build Up The Library For Their Streaming Platforms

Earnings Recaps
August 07, 2018

Disney: 2018 Q2 Earnings

After Winning The Bidding War For Fox, Disney Can Turn Its Attention To Their DTC Streaming Services

Earnings Recaps
May 08, 2018

Disney: 2018 Q1 Earnings

Disney Is Taking The First Steps In Transitioning To A Multi-Dimensional Direct To Consumer Platform

Earnings Recaps
February 06, 2018

Disney: 2017 Q4 Earnings

The Upcoming Launch Of ESPN Plus Will Look To Capitalize On The Passion Of Niche Sports Fans

M&A Synopsis
December 14, 2017

Disney's Acquisition of 21st Century Fox

A brief analysis of the Disney – 21st Century Fox transaction, including an overview of the assets sold (and spun-off), and a brief summary of the strategic rationale behind the deal.

Deep Dive Reports
October 07, 2016

Animation Industry Overview

An analysis of the importance of animation content and how media companies are utilizing this type of content (and IP) to adopt to changing viewing behavior from younger audiences.