Upgrading the (Smart)House of Mouse for the Digital Age

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Disney has dominated the entertainment industry for decades but now struggles as the internet allows for new video services to disintermediate historical channels and directly form relationships with viewers. To succeed in this new arena, Disney will need to aggressive pursue these new opportunities, likely at the expense of its legacy business.

NBCUniversal: A Path to Going D2C

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NBCUniversal needs to make an investment in itself, not other digital entities, to go direct-to-consumer, positioning it to better capture changing viewership habits and make smarter content bets.

Netflix: The Media Killer

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Netflix has upended the media and entertainment industry, becoming one, if not the biggest, winners in the business. With a simple value capture formula, it has focused on ways to create value for its consumers.