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When it comes to competition, Netflix is keeping it chill — and strangely chipper. In its Q3 letter to shareholders Tuesday, the streaming giant said it was “thrilled to be competing with Disney and a growing number of other players to entertain people.” While the company reported an anticipated slowdown in subscriber growth, revenue was up, and production is already underway for 2021. But can the OG king of streaming be dethroned?

Netflix doesn’t appear too concerned, though the company’s shoutout to Disney suggests it’s keeping close tabs on its rival. Since launching last November, Disney+ (which has roughly 60…


Long before it got lucky with the timing of Disney+, it was wise enough to buy Pixar, Star Wars, Marvel, and Fox

Star Wars creator and filmmaker George Lucas has a playful lightsaber duel on August 14, 2010 with Jedi Mickey Mouse at Disney’s Walt Disney World Resort. Photo: Handout/Getty Images

It was only last November that the Walt Disney Company introduced its own streaming service, Disney+. At the time, pulling its intellectual property from other services and building an exclusive destination for all things Disney seemed like a plausible gamble — but by no means a certain one. After all, this was a plunge into a full-on streaming war with Netflix, Apple, and HBO.

But looking back, the bet doesn’t merely seem smart — it also seems like incredibly lucky timing. Seven months into the pandemic — with movie theaters idle, film and TV studios facing mass layoffs, and theme…


NO MERCY NO MALICE

Who is better at capturing and sustaining a child’s attention than Disney?

The biggest unlock of shareholder value from 2005 to 2015 was digital technologies that increased choice — the iPhone bringing the world to your pocket and Amazon’s endless aisle. The greatest accretion of shareholder value from 2015 to 2025 has been / will be recurring revenue bundles that decrease choice — Apple One and Amazon Prime. The biggest mistake marketers make is believing choice is a good thing. It isn’t. Consumers don’t want more choice, but to be more confident in the choices presented.


From forward-thinking acquisitions to hare-brained lapses of judgment, these were the decisions that crushed the competition — and the ones that backfired horribly

Photo: Ethan Miller/Getty Images

This was the decade of the pivot, the unicorn, and the unicorpse. It seemed like everyone — from cosmetics retailers to pizza chains — began calling itself a tech company. Yet they do have a point: Tech has redefined everything, ushering in a business world that moves with unprecedented speed. You either disrupt or get disrupted. You’re nimble or you collapse. The bold are both rewarded and punished. Here’s a look back at some of the best and worst business moves of the decade.

The 9 Best Moves

1. Netflix rethought its business model

We’re all so used to bingeing Netflix that we might have forgotten that its CEO, Reed…


No problem for your customers is ever trivial

Photo: Travis Gergen/Unsplash

“You can dream, create, design, and build the most wonderful place in the world,” Walt Disney once said, “but it requires people to make the dream a reality.” And as wonderful as a vacation at Disney World can be, in my experience, the reason it’s so memorable is those very people.

If you’ve ever spent time at a Disney park, you’ve likely experienced their excellent customer service model. Everyone is committed to delivering the absolute best experience. And in the business of selling millions of magical experiences every day, they’re unparalleled.

After spending the past week taking my kids through…


And why Walt Disney’s dream project was a smash hit anyway

Walt Disney in front of the Fantasyland castle on Disneyland’s opening day. Credit: Allan Grant/Getty Images

In the spring of 1955, my father, the good Dr. J. Patrick Sauer, turned thirteen. A few months later, on July 18, he got the gift of every Los Angeles kid’s dream. Disneyland opened to the public. Nearly 65 years on, he can still conjure remembrances of his Magic Kingdom past.

“The race track in Tomorrowland started out as two lanes, which encouraged racing but also accidents and spinouts, so the track was changed to a single lane and lost a lot of its charm,” he says. His recollection of Autopia is spot on. So many kids were getting banged…


A max exodus of third-party content from their platform could cause irrevocable damage

Display monitors with Netflix logo are pictured against a black background.
Display monitors with Netflix logo are pictured against a black background.
Photo: Emmanuele Contini/NurPhoto/Getty

With Apple TV+ and Disney+ both rolling out this month, Netflix may not be fully prepared for its ongoing streaming war to escalate. In a letter to shareholders on October 16, Netflix shared its Q3 earnings and maintained the following regarding the looming competition from upcoming players in the streaming service market:

The upcoming arrival of services like Disney+, Apple TV+, HBO Max, and Peacock is increased competition, but we are all small compared to linear TV. …

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