Part #3 of Netflix world: ESPN and restructuring Disney
What would a sliced up Disney look like? What's the opportunity?
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Relevant Reading:
In May of 2022, I sent out a Netflix-focused research piece entitled “Content is King, but Distribution is God.” When Netflix returned 100% since I wrote it, I removed the paywall for everyone to read.
On September 16th (last month) I sent out Part #1 of This is a Netflix World, a multi-part series on the media industry and ecosystem.
This is a Netflix World, Part #3
After laying out the existential crisis in the heart of legacy media, in part #3 we will talk about what Disney can do to first survive and possibly even adjust to the new state of affairs.
But before we do that let’s look at ESPN — Disney restructured its segment reporting giving us the ability for the first time ever, to look at the Sports segment in more detail.