Disney Loses Streaming Rights to India's Top Cricket League

The transcript discusses the challenges streaming platforms face in attracting and retaining subscribers, highlighting the role of sports as a key differentiator. It examines the impact of sports on media bundles and the potential implications of a Netflix-Roku deal. The discussion also covers Netflix's content strategy, including the success of 'Squid Game' and the need for iconic shows. Finally, it explores Disney's strategic challenges, leadership under Chapek, and the future of its media assets.

What are the implications of cord-cutting for traditional media companies?

What factors contribute to Netflix's need for more iconic shows?

What challenges does Disney face under Chapek's leadership regarding its future direction?