Recent content by flynnibus

It's not that hard to distinguish between people who market themselves and someone who just happens to have a skill. This isn't Disney raiding people's rooms trying to catch people in the act.

Again.. another horrible take. You're confusing RESULTS with CONSTRAINTS.

Again, pay attention to what was said... "and build to economic viability". I didn't say they came up with the idea of an EV or self-driving.. but they did what others before them couldn't. And they did it by building a vertical integration including battery manufacturing, battery...

No, at the time D+ did it, this is basically off the shelf, proven architectures. Disney just had to pay the bills to run it. When netflix was doing it, they were cutting edge trying to work out how to do this kind of stuff along with the titans like google. Yes, Disney literally just went...

This is yet another horrible take and attempt at analogous. Telsa had to spend to build a whole new vertical integration of EV technology and whole new spaces like driving aides. What did D+ have to invent from scratch and build to economic viability (tesla va ford) ? D+ are just a inhouse...

Netflix had technology hurdles to evolve through - the industry sorted that out before d+ was on the scene. D+ has a late comer advantage. Netflix also had to pay to license all their content on the market. D+ didn’t have to. D+ had tge financial ability to self fund everything even through...

It's another macro trend Disney is following.. Remember all the uncertainty and volatility the economy has been facing over the last 7 years or so? Which segments have done the best? The high end. It's a sad reality that the rich are generally doing well, while the mid to lower suffer...

Here's the thing tho - they know the differences in scale.. and they know the ad rates for both the low volume and high volume stuff. So basically they already know what is needed to make the math work.. and they don't. That should tell you what you need to know.. because we know it's not...

This is kinda apples and oranges though. YT's premium model really isn't anything core to the business model. It's nice f simply a way to offer some people a buy-out - and a nice free boost to YT revenue which helps them out in the cash flow department. Revenue from subs is not even a flea on...

'stumbling' is harsh tho. The other divisions are basically expected to be behaving like this 1 - Broadcast and traditional media are being turned on their head by generational shifts in the market. Entire segments will die never to return. The next generation for media is still an active...

When was media a 'growth' company in the first place?

5% of company revenue, but 19% of income. Meanwhile parks were 67% of company income.

This is legacy - the free bundle offer for 5G wireless customers was with plans that are no longer available to purchase, only sustain. The Home Internet (wireless) offer has also been discontinued. Yes Disney offers a discount with Verizon and select other 3Ps.. but again, not the same as...

Verizon offers a promo - then you can get a a la carte bundle - not free or paid for xfinity offers the bundle through their billing - not free or paid for DirectTV offers disney in their paid tiers - so bundled Comcast == xfinity So spectrum and DTV offer disney plus as a perk in their paid...