Disney’s First DTC Profit - What Is Its True Quality and

Disney’s First DTC Profit - What Is Its True Quality and Sustainability?

Listen now

Description

Disney reported its fiscal Q3 ‘24 results, including its first-ever profit in its DTC segment. But we’re skeptical of the true quality and sustainability of the profit.

More Episodes

See all »

Comcast’s SpinCo Signals More Cable Network Consolidation

Comcast’s decision to spin out all of its cable networks except Bravo into an independent company is a signal of more cable network consolidation to come.

Published 11/22/24

Disney’s AVOD Subscriber Surge, Prime Video’s Title Tonnage

Disney CEO’s slip reveals AVOD’s dominance in subscriber gains, and a Netflix announcement confirms the trend. New data shows Prime Video’s content inefficiency.

Published 11/15/24

Inside The Stream

Published 11/15/24