VIRTUALIZATION

The rediscovered power of time-seasoned brand equity

TIM MULLIGAN | June 4, 2021

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Discovery CEO David Zaslav has proposed that the new combined Discovery / Warner Media entity will be known as Warner Bros. Discovery. This is a recognition that leveraging brand equity will be crucial for the new-combined entity to successfully compete in the increasingly crowded direct-to-consumer (D2C) video streaming landscape. Zaslav is successfully absorbing a key lesson from Disney+’s meteoric rise to 103.6 million subscribers in less than two years since its launch: leverage deep consumer brand equity for D2C success.

Spotlight

Disney Theatrical Group

DISNEY THEATRICAL GROUP (DTG) operates under the direction of Thomas Schumacher and is among the world’s most successful commercial theatre enterprises, bringing live entertainment events to a global annual audience of more than 19 million people in more than 50 countries.

OTHER ARTICLES

Should You Buy A PSVR In 2020?

Article | April 16, 2020

At 5+ million units sold, Sony’s PlayStation VR (PSVR) is thought to be the most successful VR headset on the market. The kit’s had a great run since launch in 2016, but should you buy a PSVR in 2020? Just under two years ago, we stated that you should “definitely” buy a PSVR in holiday promotions. The price, paired with a growing library of games, made it an easy recommendation. But this industry moves quickly and there are a lot of new factors that complicate the question of if PSVR remains a worthy purchase.

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MEDIA AND BROADCASTING

The Big Fashion Industry Trends for 2021

Article | April 16, 2020

Last year the luxury fashion sector saw a lot of online chatter around men’s fashion, and some of the biggest conversation triggers were the same social movement – breaking gender stereotypes and fighting against toxic masculinity. Many brands and celebrities joined this cause last year and spread their influence through fashion and pop culture.

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Video Game Streaming Surges in Popularity Due to Coronavirus Lockdown

Article | April 16, 2020

The global COVID-19 pandemic is brutalizing retailers and straining the world's healthcare systems. But it's proven to be a boon for one sliver of the video gaming industry. Interest in watching other people play video games has soared, boosted by a conspicuous lack of professional sporting events. Yes, that's esports -- professional video game playing -- but not just esports. Bored, stuck-at-home consumers have increasingly embraced the idea of just watching other gamers play non-tournament matches as well.

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VIRTUALIZATION

Netflix versus Amazon Prime Video – depth versus breadth

Article | April 16, 2020

The first half of 2021 has been a year of continued change and disruption for subscription video. The global incumbent subscription video on demand (SVOD) leaders, Netflix and Amazon Prime Video, have been busy signalling to the financial markets how they intend to entrench their market dominance in light of the ongoing market acquisition pushes unleashed by the D2C disruptors following the D2C ‘big bang’ moment of Q4 2019 – Q2 2021. Netflix announced in January that it was no longer going to borrow on the financial markets to fund its day-to-day operations – specifically for its content acquisition budget, which is now driven predominately by commissioning original content for its service. This leaves the SVOD leader with $14.9 billion of outstanding long-term debt to service as it seeks to live within its means by commissioning future content from its ongoing cashflow. In Q1 2021 alone Netflix spent $500 million on servicing this debt pile versus $1.7 billion in net income generated over the same period.

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Spotlight

Disney Theatrical Group

DISNEY THEATRICAL GROUP (DTG) operates under the direction of Thomas Schumacher and is among the world’s most successful commercial theatre enterprises, bringing live entertainment events to a global annual audience of more than 19 million people in more than 50 countries.

Events