Disney's Dilemma: Content Creation vs. Distribution

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This chapter explores the challenges faced by Disney as the media landscape changes and the company considers whether to focus on content creation or distribution. It discusses the impact of Netflix's success and the shift towards streaming services, as well as the need for Disney to adapt to remain competitive. The chapter also touches on the importance of making strategic decisions and the potential consequences of failing to do so.

Ben and James discuss the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it all applies to Disney.

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Links

Ben Thompson: Disney’s Choice — Stratechery
Ben Thompson: Disney Follow-up — Stratechery Daily Update
Ben Thompson: Aggregation Theory — Stratechery
Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
Ben Thompson: The Truth about Windows Versus the Mac — Stratechery
Ben Thompson: ESPN: From Franchise to Business — Stratechery Daily Update
Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway
Ben Thompson: Netflix Goes Global — Stratechery Daily Update
Ben Thompson: Correction the Netflix Story — Stratechery Daily Update
Ben Thompson: Disney Shifts to Streaming, Disney Versus Netflix, ESPN — Stratechery Daily Update
Ben Thompson: Apple’s Organizational Crossroads — Stratechery
Ben Thompson: TV Advertisings Surprising Strength — and Inevitable Fall — Stratechery