Disney, Plus

2019-11-25 · 131 min · episode 7 · 28 entities

episode page audio

Asserted relationships

→ references Bob Iger person

0.77

evidence rules-v4
Link in episode "Disney, Plus": https://en.wikipedia.org/wiki/Bob_Iger
→ references Ride Lifetime Lessons Learned Company Ebook book

0.77

evidence rules-v4
Link in episode "Disney, Plus": https://amazon.com/Ride-Lifetime-Lessons-Learned-Company-ebook/dp/B07PF6XTD8
→ references Bob Iger The Ride Of A Lifetime podcast

0.77

evidence rules-v4
Link in episode "Disney, Plus": https://podcasts.apple.com/us/podcast/bob-iger-the-ride-of-a-lifetime/id1264843400?i=1000451721143
→ hosted by Ben Gilbert and David Rosenthal person

0.55

evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
→ discusses Technology concept

0.40

evidence rules-v4
Feed category: Technology
→ discusses Business concept

0.40

evidence rules-v4
Feed category: Business
→ discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
→ references Annual Report person

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://thewaltdisneycompany.com/wp-content/uploads/2019/01/2018-Annual-Report.pdf
→ references Q4 Fy17 Earnings website

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://thewaltdisneycompany.com/wp-content/uploads/q4-fy17-earnings-transcript.pdf
→ references Q4 Fy19 Earnings website

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://thewaltdisneycompany.com/wp-content/uploads/2019/11/q4-fy19-earnings.pdf
→ references Walt Disneys Corporate Strategy Chart person

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://kottke.org/15/06/walt-disneys-corporate-strategy-chart
→ references Disney Bob Iger Book person

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://nytimes.com/2019/09/22/style/disney-bob-iger-book.html
→ references Can Kevin Mayer Deliver The Future Of Disney website

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://wsj.com/articles/can-kevin-mayer-deliver-the-future-of-disney-11573272027
→ references The Imagineering Story person

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://disneyplus.com/series/the-imagineering-story/6ryoXv1e1rWW

Entities found in this episode

persons 12

mentioned Bob Iger person

0.90

evidence rules-v4
Link in episode "Disney, Plus": https://en.wikipedia.org/wiki/Bob_Iger
references Bob Iger person

0.77

evidence rules-v4
Link in episode "Disney, Plus": https://en.wikipedia.org/wiki/Bob_Iger
mentioned Ben Gilbert and David Rosenthal person

0.70

evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
hosted by Ben Gilbert and David Rosenthal person

0.55

evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
mentioned Annual Report person

0.45

evidence rules-v4
Link in episode "Disney, Plus": https://thewaltdisneycompany.com/wp-content/uploads/2019/01/2018-Annual-Report.pdf
mentioned Walt Disneys Corporate Strategy Chart person

0.45

evidence rules-v4
Link in episode "Disney, Plus": https://kottke.org/15/06/walt-disneys-corporate-strategy-chart
mentioned Disney Bob Iger Book person

0.45

evidence rules-v4
Link in episode "Disney, Plus": https://nytimes.com/2019/09/22/style/disney-bob-iger-book.html
mentioned The Imagineering Story person

0.45

evidence rules-v4
Link in episode "Disney, Plus": https://disneyplus.com/series/the-imagineering-story/6ryoXv1e1rWW
references Annual Report person

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://thewaltdisneycompany.com/wp-content/uploads/2019/01/2018-Annual-Report.pdf
references Walt Disneys Corporate Strategy Chart person

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://kottke.org/15/06/walt-disneys-corporate-strategy-chart
references Disney Bob Iger Book person

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://nytimes.com/2019/09/22/style/disney-bob-iger-book.html
references The Imagineering Story person

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://disneyplus.com/series/the-imagineering-story/6ryoXv1e1rWW

concepts 6

mentioned Technology concept

0.50

evidence rules-v4
Feed category: Technology
mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Investing concept

0.50

evidence rules-v4
Feed category: Investing
discusses Technology concept

0.40

evidence rules-v4
Feed category: Technology
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing

websites 6

mentioned Q4 Fy17 Earnings website

0.45

evidence rules-v4
Link in episode "Disney, Plus": https://thewaltdisneycompany.com/wp-content/uploads/q4-fy17-earnings-transcript.pdf
mentioned Q4 Fy19 Earnings website

0.45

evidence rules-v4
Link in episode "Disney, Plus": https://thewaltdisneycompany.com/wp-content/uploads/2019/11/q4-fy19-earnings.pdf
mentioned Can Kevin Mayer Deliver The Future Of Disney website

0.45

evidence rules-v4
Link in episode "Disney, Plus": https://wsj.com/articles/can-kevin-mayer-deliver-the-future-of-disney-11573272027
references Q4 Fy17 Earnings website

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://thewaltdisneycompany.com/wp-content/uploads/q4-fy17-earnings-transcript.pdf
references Q4 Fy19 Earnings website

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://thewaltdisneycompany.com/wp-content/uploads/2019/11/q4-fy19-earnings.pdf
references Can Kevin Mayer Deliver The Future Of Disney website

0.38

evidence rules-v4
Link in episode "Disney, Plus": https://wsj.com/articles/can-kevin-mayer-deliver-the-future-of-disney-11573272027

books 2

mentioned Ride Lifetime Lessons Learned Company Ebook book

0.90

evidence rules-v4
Link in episode "Disney, Plus": https://amazon.com/Ride-Lifetime-Lessons-Learned-Company-ebook/dp/B07PF6XTD8
references Ride Lifetime Lessons Learned Company Ebook book

0.77

evidence rules-v4
Link in episode "Disney, Plus": https://amazon.com/Ride-Lifetime-Lessons-Learned-Company-ebook/dp/B07PF6XTD8

podcasts 2

mentioned Bob Iger The Ride Of A Lifetime podcast

0.90

evidence rules-v4
Link in episode "Disney, Plus": https://podcasts.apple.com/us/podcast/bob-iger-the-ride-of-a-lifetime/id1264843400?i=1000451721143
references Bob Iger The Ride Of A Lifetime podcast

0.77

evidence rules-v4
Link in episode "Disney, Plus": https://podcasts.apple.com/us/podcast/bob-iger-the-ride-of-a-lifetime/id1264843400?i=1000451721143

Episode description as stored

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: Vanta: https://bit.ly/acquiredvanta ServiceNow: https://bit.ly/acquiredservicenow26 Legora: https://bit.ly/acquiredlegora Statsig: https://bit.ly/acquiredstatsig26 More Acquired! Get email updates with hints on next episode and follow-ups from recent episodes Join the Slack Subscribe to ACQ2 Merch Store ! © Copyright 2015-2026 ACQ, LLC 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