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Disney’s Streaming Profitability Is Wall Street’s Top Concern – Not the Hollywood Writers’ Strike
Analysts will likely ask Bob Iger about the WGA on Wednesday’s earnings call, but cost-cutting matters more to investors in the short term
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Why Disney Wants to Sell ABC – and Who Would Buy It | Analysis
CEO Bob Iger’s comments have not only defined the fate of its linear TV assets, but set expectations for the company under his extended reign
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Why a Disney Spinoff of ESPN Would Be a Whiff | Analysis
Despite the urging of activist investor Daniel Loeb, analysts tell TheWrap they’re not sold on the idea
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Can Super Bundles Save Streaming? | Analysis
Warner Bros. Discovery CEO David Zaslav has emerged as the concept’s most notable proponent, arguing that joining subscription forces is the best way to fend off consolidation led by Big Tech
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Behind ‘Operation Barbie Summer’: How Warner Bros. Created a $162 Million Box Office Triumph
Warner used all its resources — including those from its Discovery merger — to sell Greta Gerwig’s vision of Barbie to the world
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How the Sudden Exit of Disney’s CFO Complicates CEO Bob Iger’s Succession Plans | Analysis
Wall Street analysts and industry experts tell TheWrap that Christine McCarthy’s departure throws off the timing for a new chief executive
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Sun Valley Welcomes Back a Chastened Class of Media Moguls
The 2023 Allen & Company conference’s attendees from Hollywood are facing profit pressures and thorny questions around AI, cord-cutting and consolidation
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Max May Be a Streaming Bargain Now | Charts
HBO Max was overpriced, while Discovery+ was underpriced, according to a new analysis — putting them together means a better deal
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Bob Iger Faces Disney+ Losses, the Hulu Question and a Feisty Foe on Cusp of Q1 Earnings Report
The company’s quarterly report Wednesday, the first under the returning leader, comes as the entertainment giant looks to fend off activist investor Nelson Peltz
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Wall Street Wants Streamers to Make More Money – but Consumers Want to Pay Less | Chart
With Max introducing a new premium tier at $19.99 per month, the trend in SVOD pricing continues upward, which makes attracting and retaining customers that much more of a challenge
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The Streaming Services That Are Priced Right – and the Ones That Miss the Mark | Chart
When you consider demand for their content, Netflix and Discovery+ ad-free subscriptions are a great deal, while a few SVODs are overcharging their users
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Bob Iger’s Encore Draws Wall Street Applause – But How Will This Disney Sequel End? | Analysis
Performing for shareholders and cozying up to creatives is a tough balancing act, even for one of the most experienced media CEOs in the world
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Disenchanted Disney Staffers See the Looming Mass Layoff as a Way Off the Roller Coaster
With just weeks before a downsizing that will impact some 7,000 employees, many at the company tell TheWrap they’re weighing their less-than-magical options
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Ben Smith Talks Digital Media’s Death Dive: ‘You Could Feel That Moment Coming to an End’ | Video
The former New York Times media columnist speaks to WaxWord about his new book, “Traffic,” his new site, Semafor, and “the dumbest decision in the history of digital media” — not selling BuzzFeed to Disney for $600 million
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Why the WWE-UFC Deal Is a Winner – and Could Fuel More Merger Mania | Analysis
Global revenue for live sports is expected to reach $74 billion by 2025, which is fueling more rights deals and consolidation
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