Whither goes the Mouse House, so goes the industry. Or at least the old school media companies. Why Iger’s win matters plus why having an NBA shoulder channel is a huge win for Roku.

Pay TV revenue may not be all that important to Charter these days, giving it the upper hand vs Disney + why Amazon’s under the radar shoppable content play may be a game changer.

Why Fox’s call on the value of old school cable bundles is the right one and why solving Disney’s many challenges is a multi-part epic.

Leadership of SAG-AFTRA, the actors union, announce Thursday that they’re going on strike against Disney and other Hollywood media companies. Impacts could be felt immediately.

Bob Iger has been back as Disney CEO for two weeks, and has said all the right things to investors and employees. But the list of challenges facing the company and Iger are long, and his contract is for only two years. What’s he going to prioritize in that time?

Parental controls further blur the lines between Disney+ and Hulu on-demand, putting the latter service at a crossroads.

With streaming services already staking out content lanes over the last couple years, the “streaming wars” now shift toward volume-based conflict.