...
TikTok is integrating into Disney+ with a curated feed of Creators and much of the content focused on Disney IP. Importantly, Disney will package and sell this ad inventory across BOTH Disney Streaming andTikTok - something that will be popular with Creators and Advertisers.
đ This move allows Disney to begin to compete with social platforms, on mobile, outside the living room. It is also another shoe dropping in the verticalization of Premium Television. As I told Romaine, this is more than Brands Cosplaying Creator, it's a careful and 1000% necessary move into mobile. ...
I also dug into Disneyâs Sports game. OpInc at ESPN and Sports fell -17% in 2Q. Thatâs because their NBA fees skyrocketed 86%. Disneyâs sports fees (alone) are $12B in 2026 - thatâs 60% of Netflixâs entire 2026programming spend. ...
Disney shares are up 5% this week.Â
See the full story here: https://eshap.substack.com/p/disney-streaming-tiktok-my-take?utm_source=substack&publication_id=589601&post_id=210070061&utm_medium=email&utm_content=share&utm_campaign=email-share&triggerShare=true&isFreemail=false&r=1vosln&triedRedirect=true