Disney's CEO transition reveals a deeper truth about modern media: content alone is no longer the business.
In this episode of Next TMT Talks, David Bloom and Daniel Frankel, alongside partner Media Play News, break down Disney's leadership shift and why the company's experiences division now drives the majority of profits.
As streaming margins tighten and content costs rise, Disney is betting on live experiences, parks, cruises, and premium events — forcing the rest of Hollywood to rethink where long-term value really lives.
Topics discussed:
Disney's CEO succession and the rise of the Experiences division
Why content profitability is shrinking across film and television
The impact of AI on production costs and creative economics
Streaming churn, ESPN, and the limits of digital scale
Why live, immersive experiences outperform scripted content
What this shift means for studios, streamers, and investors
Next TMT Talks explores the forces reshaping media, technology, and entertainment — with clear-eyed analysis and industry context.
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