Stratechery Disney and Integrators Versus Aggregators
5 snips
Oct 13, 2020 Explore the innovative monetization strategies of Disney, especially through Disney+ and content like 'Soul.' Discover how Disney's integrated model trumps the challenges aggregators face in audience engagement. Delve into the shifts in media following COVID, where traditional outlets struggle while Disney pivots towards streaming. Learn about the company's restructuring to enhance its direct-to-consumer focus, showcasing a strategic contrast with aggregators such as Google and Facebook, while emphasizing the creation of high-margin content.
AI Snips
Chapters
Transcript
Episode notes
Disney's Integration Strategy
- Disney's new strategy is to integrate its entire value chain, from content creation (Pixar) to distribution (Disney+) and merchandise.
- This allows them to capture more profit and build stronger customer relationships.
Aggregators and Content Quality
- Aggregators like Google and Facebook attract content creators because they offer efficient reach to consumers.
- This leads to competition among creators, potentially decreasing content quality.
Niche Focus and Quality
- Companies can bypass aggregators by focusing on high-quality content within a specific niche.
- This direct-to-consumer approach allows companies to build stronger relationships with their audience.