Part #3 of Netflix world: ESPN and restructuring Disney

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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.

NETFLIX: Content is King but distribution is God.

Netflix was founded by Reed Hastings (“Reed”) and Marc Randolph in 1998. They started as a DVD-by-Mail service, later pivoting to a subscription model. By 2000 Netflix was suffering losses forcing the founders to sell. They chased the CEO of Blockbuster, the biggest video rental chain at the time, for a meeting.

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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, and we are all living in it. Part #1

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Part #2 of Netflix world: Chopping up Mickey Mouse 🪤

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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.