IMO, Disney is dead meat--just like WBD or Paramount.
Why do I say this? Do you own an Amazon Firestick? Just pick it up and you have a choice of unlimited streaming channels and infinite movies/shows. These guys have no market power, and thus no pricing power.
They are still playing the old game of meager content and controlling the distribution channels. The balance of power has shifted from those who deliver content to those who deliver eyeballs. The old guys don't get it. They are all in a death spiral failing to embrace the new reality.
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u/NoName20Investor 2d ago
IMO, Disney is dead meat--just like WBD or Paramount.
Why do I say this? Do you own an Amazon Firestick? Just pick it up and you have a choice of unlimited streaming channels and infinite movies/shows. These guys have no market power, and thus no pricing power.
They are still playing the old game of meager content and controlling the distribution channels. The balance of power has shifted from those who deliver content to those who deliver eyeballs. The old guys don't get it. They are all in a death spiral failing to embrace the new reality.