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Chronicles

The story behind the story

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Disney announces a reorg, says its “primary focus” for entertainment will be streaming, as the pandemic has dramatically impacted its theatrical business

- Disney is restructuring its media and entertainment divisions.  — In order to further accelerate its direct-to-consumer strategy …

CNBC Sarah Whitten

Discussion

  • @ropedropchris @ropedropchris on x
    that hockey analogy confirms the mighty ducks 4 on disney+ https://twitter.com/...
  • @ourielohayon Ouriel Ohayon on x
    Killer content catalog + Killer streaming tech (acquired AtBat) = very serious netflix contender https://twitter.com/...
  • @adrianweckler Adrian Weckler on x
    Absolutely huge from Disney. Any way back for mainstream mass-market cinemas now? “I would not characterise it as a response to Covid,” said CEO Bob Chapek. “Covid accelerated the rate at which we made this transition, but it was going to happen anyway.” https://www.cnbc.com/...
  • @ponysmasher David F. Sandberg on x
    Welp, RIP theaters I guess... 😞 https://www.cnbc.com/...
  • @cnbc @cnbc on x
    “We're putting the consumer first,” Disney CEO Bob Chapek says about the acceleration of its direct-to-consumer strategy. “We're trying to, as they say, skate to where the puck is going to be.” https://www.cnbc.com/... https://twitter.com/...
  • @sameer_singh17 Sameer Singh on x
    Interesting how Disney+ continues to succeed despite Netflix's presence. Probably the single best case study to show how “economies of scale” have ceased being a moat. Capital is way too abundant for that to work like it's supposed to. https://twitter.com/...
  • @mikekalinowski Mike Kalinowski on x
    Absolutely terrible of Disney. Who wants to place bets that Far From Home was the last MCU film we will see in theaters? Black Widow is absolutely going to Disney+ https://www.cnbc.com/...
  • @jerrycap @jerrycap on x
    Tie management comp to sub growth https://twitter.com/...