Click here for replay and materialsTopic Timestamps0:20 - Introduction 0:35 - The Entertainment Strategy Guy Background + Content 5:47 - Media and Streaming... Where Do We Begin? 6:54 - Disney's Path Forward 7:50 - Disney and Hulu 10:46 - The Bundling, Content, and the User Experience 14:45 - Hulu's Value Add 18:12 - General Entertainment 24:05 - Flywheels, Marketing, and Profitability 28:35 - How Do You Measure a Successful Streaming Strategy? 32:30 - Disney's Best Streaming Product 37:25 - Aggregation 41:30 - Netflix, Password Sharing and Advertising 44:00 - Netflix is Losing Share of TV 46:45 - Netflix's Ad Tier + Challenges Ahead 50:30 - Framing 5M Ad-Supported MAUs 58:05 - Scaling the Ad Tier 1:01:08 - The WGA Strike 1:04:15 - Updates on Negotiations 1:05:27 - Residuals on Streaming Are Not the Issue 1:07:25 - How Long Will The Strike Last? 1:10:25 - Concluding Thoughts |
Fireside Chat TODAy @ 2:00pm ET
Today at 2pm ET, we are hosting a Fireside Chat with highly-respected industry expert and anonymous blogger, known as The Entertainment Strategy Guy (ESG). This will be ESG’s first live show to the investor community!
ESG is revered for his insightful understanding of the entertainment business, having spent years working in strategy roles for large entertainment conglomerates. He has managed to distill complex strategic problems in the entertainment business into digestible analysis, making his blog a go-to resource for those who seek to comprehend the dynamics of the media landscape. This is your chance to join a conversation that dives into the fast-changing world of streaming, the evolution of media consumption, and what this means for creators, consumers, and companies alike.
key topics
The Entertainment Strategy Guy, will share his informed insights on:
- Current state of play in the streaming market.
- The evolving relationship between traditional media and digital platforms.
- Forecasting the future of the media landscape.
- Unique challenges and opportunities in the streaming ecosystem.
Following the discussion, we will have an engaging question and answer session. This open dialogue will offer valuable insights for media industry stakeholders, technology enthusiasts, content creators, and anyone with an interest in how the future of entertainment is being shaped.
If you have any questions or topics you would like ESG to address during our chat please let us know.
Please call or e-mail with any questions.
Andrew Freedman, CFA
Managing Director
@HedgeyeComm
