Disney's Setting Star In India
Episode 440 of the The Morning Brief podcast, hosted by The Economic Times, titled "Disney's Setting Star In India" was published on July 25, 2023 and runs 27 minutes.
July 25, 2023 ·27m · The Morning Brief
Episode Description
As India leads the race in Disney's downfall with an exodus of over 4 million subscribers after it lost the IPL streaming rights to IPL to Mukesh Ambani-led Jio, the business is on a sticky wicket, and the market is abuzz with whispers of a split between Star and Disney. Comeback CEO Bob Iger seeks strategic options for its business, including a joint venture or a sale, as part of a broader cost-cutting and restructuring exercise at the company. As losses mount, is Disney set to change channels in India? Will Reliance - the biggest competitor of Disney - be the game-changing partner? Host Anirban Chowdhury speaks with:
- Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, to figure out Disney's global scenario.
- Karan Taurani, Senior Vice President and Research Analyst at Elara Capital, highlights the complexities of Disney India.
- Paritosh Joshi, Principal - Provocateur Advisory and Former Star CEO, provides insights on the media activities.
- Javed Farooqui, Assistant Editor at The Economic Times, forecasts who might save Disney's sinking ship.
Credits: NBC News and CNBC Television
If you like this episode from Anirban Chowdhury, check out his other interesting episode on Big cats, billions, bonds: India’s massive tiger economy, Battle of the bikes: Harley Davidson vs Royal Enfield and more!
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