Julia Alexander is a senior strategy analyst at Parrot Analytics, a company that helps streaming companies do better at… streaming. She also hosts the downstream podcast, which is about the business of streaming. Since we are a couple years into a huge shift to streaming entertainment in Hollywood. It’s clear the streamers are here to stay, while the legacy media companies are in the middle of huge transformations.
On the one side, Apple just won the Oscar for Best Picture for a film it bought out of Sundance called CODA. Amazon now owns MGM. Netflix is investing in games and hinting at advertising for the first time.
On the other side is Disney: a company with a new CEO in Bob Chapek, who is reorganizing the company around streaming — in the process, irritating big stars like Scarlett Johansson and its own major studios like Pixar by sending movies directly to Disney Plus instead of the theaters. But on the flip side, Encanto became a sensation only after it left theaters and hit the app. So I wanted to ask Julia how that shift was going and how Chapek’s restructure was playing out after the storied tenure of his predecessor Bob Iger. Decoder is a podcast about org charts, after all.
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