Member Mailing #269: Disney, Sinclair & The Sports Streaming Consumer

“Live sports will change to reflect consumer preferences" & ESPN+ seems to be the only sports streaming service that understands the consumer

Key Takeaways

• "Live sports will change to reflect consumer preferences", but only Disney seems to understand that

• Disney is solving for live sports streaming by being more immediately responsive to consumer feedback

• Pricing and price-value relationship have been fundamental to Disney’s success in growing ESPN+, to date

• Sinclair seems positioned to be unable…