Tech Brew Ride Home The Streaming Wars With Eric Jackson
May 19, 2019
Eric Jackson, an investor at EMJ Capital Ltd with a focus on media, delves into the current state of the streaming wars. He discusses Disney's strategic acquisition of Hulu and how it positions the company for success. The conversation shifts to innovative streaming strategies, particularly the role of bundling with Hulu and ESPN. Jackson also examines HBO's future post-AT&T acquisition and the challenges it faces. Finally, he analyzes Disney's potential in the subscription economy, comparing it with rivals like Apple and Netflix.
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Disney's Hulu Strategy
- Disney planned to bundle Disney+, Hulu, and ESPN+.
- They needed Hulu control for international expansion and data integration.
Bundling Streaming Services
- Disney's acquisition of Hulu allows them to offer bundled streaming services, potentially including ESPN.
- This bundle could rival traditional TV offerings.
Ad-Supported Streaming
- Disney may offer bundled streaming packages with and without ads on Hulu.
- This strategy mirrors the growth in ad-supported streaming services.