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(TWTR SPC) Black Widow Math And Fleets Fade Away

Jul 17, 2021
Lucas Shaw, a Bloomberg reporter, shares insights on Disney's hybrid release strategy for "Black Widow" and its impact on the entertainment landscape. Alex Heath from The Verge discusses Twitter's shuttered Fleets feature, outlining its failure to engage users meaningfully. They also delve into the challenges of Twitter's verification process, debating its fairness and the evolving value of digital credibility. Together, they explore the competitive landscape of social media and the shifting dynamics in audience engagement.
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INSIGHT

Black Widow Release Strategy

  • Disney's Black Widow release strategy is unclear.
  • Revealing Premiere Access numbers may be strategic, not transparent.
INSIGHT

Premiere Access Cannibalization

  • Black Widow's Premiere Access success is hard to evaluate.
  • It could cannibalize future revenue streams like rentals and home entertainment.
INSIGHT

Premiere Access Revenue Sharing

  • Disney shares Premiere Access revenue with platforms like Apple and Roku.
  • The share is around 20-25%, better than the 35% with theaters.
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