As India leads the race in Disney's downfall with an exodus of over 4 million subscribers after it lost the IPL streaming rights to IPL to Mukesh Ambani-led Jio, the business is on a sticky wicket, and the market is abuzz with whispers of a split between Star and Disney. Comeback CEO Bob Iger seeks strategic options for its business, including a joint venture or a sale, as part of a broader cost-cutting and restructuring exercise at the company. As losses mount, is Disney set to change channels in India? Will Reliance - the biggest competitor of Disney - be the game-changing partner? Host Anirban Chowdhury speaks with:
- Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, to figure out Disney's global scenario.
- Karan Taurani, Senior Vice President and Research Analyst at Elara Capital, highlights the complexities of Disney India.
- Paritosh Joshi, Principal - Provocateur Advisory and Former Star CEO, provides insights on the media activities.
- Javed Farooqui, Assistant Editor at The Economic Times, forecasts who might save Disney's sinking ship.
Credits: NBC News and CNBC Television
If you like this episode from Anirban Chowdhury, check out his other interesting episode on Big cats, billions, bonds: India’s massive tiger economy, Battle of the bikes: Harley Davidson vs Royal Enfield and more!
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