Strategy & Target Audience - The strategy focuses on attracting individuals who have never subscribed to cable TV services, often referred to as "never cord" [2] - ESPN aims to be present on all platforms to serve sports fans, acknowledging the shift towards digital and streaming [4] - ESPN enhances the fan experience within its app, adding value to the traditional pay-TV ecosystem through authentication for existing subscribers [2][3] Business Model & Financial Perspective - The company manages its television assets as one business, integrating linear and digital operations under a unified leadership and bottom line [6][7] - This approach allows for flexibility in how viewers consume content, whether through linear services or digital apps [7] - The company combines linear channels to aggregate subscription fees and advertising revenue, aiming for a larger and more impactful business [11] Cord-Cutting & Market Trends - The company acknowledges the continued decline in linear television subscriptions and has pivoted towards digital platforms [8][12] - The launch of direct-to-consumer services is not expected to stem the losses in linear subscriptions [9][10] - Other companies are exiting the linear business, while this company is combining linear and digital assets [11]

Another shakeup in the streaming space. Disney just announced it's going to phase out Hulu as its own app and fully integrate it into Disney Plus. It says the new unified streaming app will be available starting in 2026.And on their earnings call, Disney Exec hinted at different pricing options depending on what exactly you want. The hope is to have a wider range of offerings while boosting profit for the Mouse House. Though the standalone app will be gone, Hulu will finally go international as an entertain ...