What I’m Hearing+: The Iger+ Streaming Strategy

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Greetings from Brooklyn, and welcome back to What I’m Hearing+, my weekly dispatch focused on the streaming industry and the analytics behind it all. If this email was forwarded to you, click here to subscribe.

It’s been an… eventful week in entertainment, so in lieu of my usual Tuesday Thoughts, let’s just get into the nitty gritty of the only thing anyone in the industry is talking about…

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The Iger+ Streaming Strategy

Bob Iger was legendary for big ideas—Marvel, Star Wars, the pivot to streaming—at a time when the economy, and Disney’s stock, only went up. Now, upon his return amid a brutal market correction, Iger’s success or failure will depend on sweating the small stuff, too.

JULIA ALEXANDER

How does Bob Iger fix streaming? That’s the main question that people I’ve talked to in Hollywood want answered, following his re-emergence at Disney and the abrupt defenestration of Bob Chapek as C.E.O. That query is typically followed by a pause and then an important supplementary question: What, exactly, is wrong with Disney streaming, anyway?

Political blunders aside, Chapek was ousted largely on account of the board’s lack of confidence in his ability to turn around Disney’s streaming business after it posted a loss of $1.5 billion in the fourth quarter. And yet Chapek was largely following the expensive growth playbook that...

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