Disney, Plus
Acquired • November 25, 2019 • Solo Episode
Guests
No guests identified for this episode.
Description
The Flywheel is strong with this one. We dive deep into the origins of one of the boldest business strategy decisions of our time: Disney CEO Bob Iger’s attempt to buck the Innovator’s Dilemma - and forego billions of dollars in cashflow from Netflix and pay TV providers - in order to establish a direct distribution relationship with its customers for the first time in the company’s history. Is this the force awakening within the house that Walt built, or a phantom menace that will drag Disney to the dark side of unprofitability? Tune in to find out!
Sponsors:
Rippling: https://bit.ly/acquiredrippling
Statsig: https://bit.ly/acquiredstatsig25
Odd Lots: https://bit.ly/acquiredoddlots
ServiceNow: https://bit.ly/acquiredsn
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Links:
- https://www.thewaltdisneycompany.com/wp-content/uploads/2019/01/2018-Annual-Report.pdf
- https://www.thewaltdisneycompany.com/wp-content/uploads/q4-fy17-earnings-transcript.pdf
- https://www.thewaltdisneycompany.com/wp-content/uploads/2019/11/q4-fy19-earnings.pdf
- The Disney flywheel: https://kottke.org/15/06/walt-disneys-corporate-strategy-chart
Sources:
- The Ride of a Lifetime by Bob Iger: https://www.amazon.com/Ride-Lifetime-Lessons-Learned-Company-ebook/dp/B07PF6XTD8
- https://www.nytimes.com/2019/09/22/style/disney-bob-iger-book.html
- https://en.wikipedia.org/wiki/Bob_Iger
- https://www.hollywoodreporter.com/features/bob-iger-bets-company-hollywood-s-future-streaming-1247663
- https://www.wsj.com/articles/can-kevin-mayer-deliver-the-future-of-disney-11573272027
- https://www.bloomberg.com/news/features/2019-11-07/inside-disney-bob-iger-on-star-wars-pixar-and-more
- https://podcasts.apple.com/us/podcast/bob-iger-the-ride-of-a-lifetime/id1264843400?i=1000451721143
Carveouts:
- David: The Ride of a Lifetime
- Ben: The Imagineering Story on Disney+: https://www.disneyplus.com/series/the-imagineering-story/6ryoXv1e1rWW