Disney Media Strategy


The launch of Disney+, a Direct-to-Consumer SVOD streaming video service, is being described by Disney executives as “transformational” for the whole company. The acquisition of the entertainment assets of 21st Century Fox for $71.3B, Disney’s biggest deal ever, was completed to support the launch of Disney+. What’s the projected outcome of this investment? What are the revenue projections? How will Disney+ affect the corporate-wide business model of Disney? Get answers to these questions in this report, authored by expert media analyst Paul Connolly.

In March of 2019, The Walt Disney Company (NYSE:DIS) closed its acquisition of the film and TV assets of 21st Century Fox for $71.3 billion, making it Disney‘s largest acquisition by far. The stated intent of this purchase was to aid Disney’s launch of a Direct-to-Consumer streaming offering, announced in March 2017, and set for release in November 2019.

This report analyzes Disney’s Direct-to-Consumer strategy, looking at both the challenges and opportunities ahead for this bold shift in the iconic company’s approach to business. This report is authored by BIA consultant, Paul Connolly, an executive with over 40 years of experience across telecom, media and digital media business.

The 22-page report includes the following sections:

  1. 1. Executive Summary
  2. 2. A New Era Begins
  3. 3. Disney+ Question: Why So Important?
  4. 4. PCHP
  5. 5. Disney+ and the Streaming Wars
  6. 6. Industry Challenges
  7. 7. Expected Next Steps
  8. 8. Summary and Conclusions

The report also explains the concept of what Connelly terms “Persistent Contextual Hyper Personalization”, which involves using deep learning to better predict needs and preferences of individual users. The approach, embraced by Google, Apple, Amazon, and Facebook, could net remarkable success. What impact will it have throughout all of Disney’s business units? This report will examine their opportunity.

About the Author
Paul Connolly is an executive with over 35 years of experience across telecom, media and digital media business. At Cisco Systems he held technical leadership positions supporting Service Providers and Cable Operators; and at Nortel, he held design, engineering, marketing, product, and general management positions across all aspects of networks and telecom systems. Paul works as a strategic adviser to BIA. More on Paul’s background here.