Disney's Playbook: How Sports Rights Are Shaping the Future of Streaming

AlphaSense partnered with Bill Brewster, Host of The Business Brew Podcast, to bring you this discussion with Alex Morris, Founder of TSOH Investment Research Service, on Disney’s future and the broader media landscape including how Warner Bros. Discovery (WBD) and Paramount are adapting to the rapidly changing environment.

Key topics discussed included:

• Disney and Sports Rights: Adapting to the New Media Landscape. With ESPN at the core, Disney's sports dominance is vital. How should they monetize their content and position ESPN+ for future success? We'll explore how Disney can leverage its sports assets to stay competitive.
• How WBD and Paramount are Adapting to the Changing Media Landscape. Leveraging assets like HBO and Paramount Pictures, WBD and Paramount are navigating the challenges of a streaming and sports-driven market. We'll explore their evolving strategies and what it means for their long-term prospects in a competitive industry.
• Evolving Dynamics Between Programmers and Distributors. With the rise of direct-to-consumer models, traditional distribution is changing. We'll examine how major distributors adapt to new strategies and how media companies are reshaping their approach, highlighting investor opportunities for maximum return.

Disclaimer: The views presented are solely the guests' own opinions, and do not represent the views of AlphaSense. Nothing in this broadcast constitutes investment advice.