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JIM CRAMER THINKS ‘GETTING RID OF ESPN’ IS DISNEY’S PLAN
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Frank the Tank Online
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RE: JIM CRAMER THINKS ‘GETTING RID OF ESPN’ IS DISNEY’S PLAN
(10-15-2020 05:16 PM)Captain Bearcat Wrote:  It's not a bad idea.

The combination made sense back when Disney needed sports content to put on ABC. ESPN on ABC was a textbook example of synergies.

But where are the synergies going forward? How do ESPN and Disney benefit each other in a world where the majority of revenue comes from streaming?

I think the synergy is still there because Hulu Live is a pillar of Disney’s strategy... and that platform is most highly dependent on live sports above all else.

The delivery method might be changing (cable to streaming), but it’s still substantively the same content. Sports are truly the only programming that’s worth anything for live TV outside of some awards shows and reality TV (AKA where people still watch commercials). Everything else can be time-shifted.
10-15-2020 07:25 PM
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RE: JIM CRAMER THINKS ‘GETTING RID OF ESPN’ IS DISNEY’S PLAN - Frank the Tank - 10-15-2020 07:25 PM



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