LightShed's Greenfield on Disney Subscriber Miss

The video discusses the challenges faced by the media industry, particularly Disney, due to cord-cutting and the financial impact on traditional broadcasting. It compares Disney Plus and Warner Brothers' strategies, highlighting Disney's integration plans with Hulu and the financial burden of acquiring it. The video also addresses Disney's struggles with its core franchises and animation, the effects of the writers strike, and the potential impact of AI on media production and competition.

What is one of the main reasons traditional media companies like Disney are struggling?

• Expansion of cable networks

• Growth in advertising revenue

• Rise of cord-cutting

• Increase in cable subscriptions

What strategy did Disney and Warner Brothers Discovery initially aim for with their streaming services?

• Offering only classic movies

• Becoming similar to Netflix

• Focusing solely on children's content

• Specializing in live sports

What financial challenge is Disney facing with Hulu?

• Hulu's outdated technology

• High cost of acquiring Hulu

• Hulu's declining subscriber base

• Hulu's limited content library

What is a significant issue Disney is facing with its core franchises?

• Excessive marketing costs

• Decline in franchise performance

• Lack of interest in animation

• Overproduction of content

How might a prolonged writers' strike impact Disney?

• Increase in advertising revenue

• Reduction in production costs

• Delay in new content for streaming

• Boost in linear TV viewership

What is a potential risk of AI for the media industry?

• Decreased user engagement

• Improved content quality on social media

• Higher production costs

• Increased piracy

How is Disney primarily identified in the industry?

• As a technology company

• As a media and entertainment company

• As an IP company

• As a streaming service provider