Podcast #67 - Disney deep dive
Disney, a powerhouse in the entertainment industry, is known the world over. However, the coronavirus pandemic over the last two years has proven to be a difficult time for the company, with most theme parks and cruise lines shut down or running at reduced capacity, and theatrical releases hobbled by national lockdowns. The reduction in live sports has also impacted Disney's ESPN service. The silver lining has been the success of their Disney+ streaming service, driven by the increased demand for home entertainment. The value of Disney's IP is unmatched in its breadth and depth. As well as its own stable of beloved characters, the acquisitions of Pixar, Marvel, Lucasfilm, and 21st Century Fox have brought even more lucrative franchises under its wing. Disney is able to leverage this IP across all its businesses: theme parks, theatrical releases, home entertainment, toys, and consumer products; each building on each other to satisfy their legions of fans. However, competitors are not standing still and are spending heavily to both create and acquire their own franchises. Companies mentioned in the discussion include DIS, AMZN, NFLX, CMCSA, NTDOY ----- If you enjoy this episode, please consider subscribing at https://telescopeinvesting.com/subscribe and following the hosts: @LukeTelescope @AlbertTelescope