The Mouse Rocks The House: Wall Street Hearts Disney’s Investor Day

Disney Investor Day announces some big strategy for upcoming season. Investing $8-9 Billion in content creation for Disney+ and $16B on all streaming. This new growth market will have its heyday soon enough with SVOD and OTT platforms booming over traditional broadcast and distribution. Keith Rauch believes “The gold rush in the new era is “spend spend spend make make make””



Warner Media is paying a big price too, but theirs is in relationship capital with top deal makers angry about the HBOMax distribution strategy for 2021. Vocal filmmakers like Chris Nolan and Denis Villeneuve speaking openly (Variety article) about what they feel is a poor decision by the studio that cuts the returns for their top talent.



Richard Rushfield of The Ankler (https://theankler.com/) expresses strong position that only two studios, Disney and Universal, remain in the movie game while others back down their strategy. Possibly a sign of the weak cash position, studios like Paramount and Sony are selling off their films. This may be the chance Apple is waiting for. They are positioned to buy into the marketplace and establish a strong pipeline for their current weakness on AppleTV+ and overall content contributions.





** Episode Notes:

The Ankler is a newsletter about and for the entertainment industry, edited and written by Richard Rushfield, with the help of some special friends. You can subscribe at  https://theankler.com/