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Content provided by Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Manage episode 246923902 series 93384
Content provided by Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The Flywheel is strong with this one. We dive deep into the origins of one of the boldest business strategy decisions of our time: Disney CEO Bob Iger’s attempt to buck the Innovator’s Dilemma - and forego billions of dollars in cashflow from Netflix and pay TV providers - in order to establish a direct distribution relationship with its customers for the first time in the company’s history. Is this the force awakening within the house that Walt built, or a phantom menace that will drag Disney to the dark side of unprofitability? Tune in to find out!
Sponsors:
Statsig: https://bit.ly/acquiredstatsig24
Vanta: https://bit.ly/acquiredvanta
Crusoe: https://bit.ly/acquiredcrusoe
Links:
- https://www.thewaltdisneycompany.com/wp-content/uploads/2019/01/2018-Annual-Report.pdf
- https://www.thewaltdisneycompany.com/wp-content/uploads/q4-fy17-earnings-transcript.pdf
- https://www.thewaltdisneycompany.com/wp-content/uploads/2019/11/q4-fy19-earnings.pdf
- The Disney flywheel: https://kottke.org/15/06/walt-disneys-corporate-strategy-chart
Sources:
- The Ride of a Lifetime by Bob Iger: https://www.amazon.com/Ride-Lifetime-Lessons-Learned-Company-ebook/dp/B07PF6XTD8
- https://www.nytimes.com/2019/09/22/style/disney-bob-iger-book.html
- https://en.wikipedia.org/wiki/Bob_Iger
- https://www.hollywoodreporter.com/features/bob-iger-bets-company-hollywood-s-future-streaming-1247663
- https://www.wsj.com/articles/can-kevin-mayer-deliver-the-future-of-disney-11573272027
- https://www.bloomberg.com/news/features/2019-11-07/inside-disney-bob-iger-on-star-wars-pixar-and-more
- https://podcasts.apple.com/us/podcast/bob-iger-the-ride-of-a-lifetime/id1264843400?i=1000451721143
Carveouts:
- David: The Ride of a Lifetime
- Ben: The Imagineering Story on Disney+: https://www.disneyplus.com/series/the-imagineering-story/6ryoXv1e1rWW
316 episodes
Share
Manage episode 246923902 series 93384
Content provided by Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Gilbert and David Rosenthal, Ben Gilbert, and David Rosenthal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The Flywheel is strong with this one. We dive deep into the origins of one of the boldest business strategy decisions of our time: Disney CEO Bob Iger’s attempt to buck the Innovator’s Dilemma - and forego billions of dollars in cashflow from Netflix and pay TV providers - in order to establish a direct distribution relationship with its customers for the first time in the company’s history. Is this the force awakening within the house that Walt built, or a phantom menace that will drag Disney to the dark side of unprofitability? Tune in to find out!
Sponsors:
Statsig: https://bit.ly/acquiredstatsig24
Vanta: https://bit.ly/acquiredvanta
Crusoe: https://bit.ly/acquiredcrusoe
Links:
- https://www.thewaltdisneycompany.com/wp-content/uploads/2019/01/2018-Annual-Report.pdf
- https://www.thewaltdisneycompany.com/wp-content/uploads/q4-fy17-earnings-transcript.pdf
- https://www.thewaltdisneycompany.com/wp-content/uploads/2019/11/q4-fy19-earnings.pdf
- The Disney flywheel: https://kottke.org/15/06/walt-disneys-corporate-strategy-chart
Sources:
- The Ride of a Lifetime by Bob Iger: https://www.amazon.com/Ride-Lifetime-Lessons-Learned-Company-ebook/dp/B07PF6XTD8
- https://www.nytimes.com/2019/09/22/style/disney-bob-iger-book.html
- https://en.wikipedia.org/wiki/Bob_Iger
- https://www.hollywoodreporter.com/features/bob-iger-bets-company-hollywood-s-future-streaming-1247663
- https://www.wsj.com/articles/can-kevin-mayer-deliver-the-future-of-disney-11573272027
- https://www.bloomberg.com/news/features/2019-11-07/inside-disney-bob-iger-on-star-wars-pixar-and-more
- https://podcasts.apple.com/us/podcast/bob-iger-the-ride-of-a-lifetime/id1264843400?i=1000451721143
Carveouts:
- David: The Ride of a Lifetime
- Ben: The Imagineering Story on Disney+: https://www.disneyplus.com/series/the-imagineering-story/6ryoXv1e1rWW
316 episodes
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Similar to Acquired
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
Sam Parr and Shaan Puri brainstorm new business ideas based on trends & opportunities they see in the market. Sometimes they bring on famous guests to brainstorm with them.
…
continue reading
“Hard Fork” is a show about the future that’s already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech. Listen to this podcast in New York Times Audio, our new iOS app for news subscribers. Download now at nytimes.com/audioapp
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continue reading
Wanna see a trick? Give us any topic and we can tie it back to the economy. At Planet Money, we explore the forces that shape our lives and bring you along for the ride. Don't just understand the economy – understand the world. Wanna go deeper? Subscribe to Planet Money+ and get sponsor-free episodes of Planet Money, The Indicator, and Planet Money Summer School. Plus access to bonus content. It's a new way to support the show you love. Learn more at plus.npr.org/planetmoney
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Positive Leadership has the power to change the world. By focusing on trust, empathy and wellbeing, leaders can energize their teams to achieve success for individuals, their organization, and society overall. But it is still something that is relatively unknown outside academic circles. Join Jean-Philippe Courtois, a member of the Microsoft executive senior leadership team, as he brings Positive Leadership to life for anyone who acts in a leadership capacity, both personally and professiona ...
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Owning a small business can be one of the most rewarding and challenging things a person does. Amid an uncertain economy and ever-evolving consumer trends, there is a lot to figure out and navigate to ensure your business thrives. Join hosts Jannese Torres (Yo Quiero Dinero) and Austin Hankwitz (Rate of Return) as they connect with small business owners and hear their stories about managing the ups and downs of starting and growing a small business. Listen to "Mind the Business: Small Busine ...
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The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
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Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
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