Always Be Watching

Always Be Watching

Share this post

Always Be Watching
Always Be Watching
Super-sized White Lotus. Plus: WBD & Disney earnings
Copy link
Facebook
Email
Notes
More

Super-sized White Lotus. Plus: WBD & Disney earnings

Dan Barrett's avatar
Dan Barrett
Nov 08, 2023
∙ Paid
2

Share this post

Always Be Watching
Always Be Watching
Super-sized White Lotus. Plus: WBD & Disney earnings
Copy link
Facebook
Email
Notes
More
1
Share

Warner Bros Discovery and Disney both held their quarterly earnings calls today.

Both are companies with similar challenges (too much of their revenue tied to a rapidly dying linear cable TV model).

Both companies are at the precipice of major transformation.

Both companies also have very different stories to tell.

The narrative crafted by Disney is that…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Dan Barrett
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More