Pivot Uber's IPO and, more importantly, Game of Thrones
Apr 19, 2019
This discussion dives into Disney's challenging entry into the streaming wars, taking on Netflix and Apple. Uber's IPO reveals the stark contrast between corporate gains and driver struggles, with some humorous insights. Facebook surprisingly makes headlines for its diverse board member appointment. In a delightful crossover, Game of Thrones' cultural impact and character stories weave into the corporate world, illustrating how entertainment and business dynamics collide in unexpected ways.
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Netflix vs. Disney+
- Netflix's stock volatility is due to the threat of competition, particularly from Disney+, which offers a cheaper alternative and extensive content library.
- This competition challenges Netflix's near-monopoly status and forces a reevaluation based on traditional metrics beyond subscriber growth.
Disney's Streaming Strategy
- Disney should offer one comprehensive streaming package instead of segmenting the market with Disney+, Hulu, and ESPN+.
- This "branded house" strategy simplifies consumer choice and maximizes potential revenue, as seen with successful companies like Google and Apple.
Lyft's IPO Impact on Uber
- Lyft's disappointing IPO has negatively impacted Uber's IPO planning.
- Uber, while facing similar challenges in the ride-hailing business, has additional assets like Uber Eats and a stronger brand.