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Published · transcript-backed

David Rosenthal: belief

10 Aug 2026 Acquired Disney: The Renaissance and the Empire

“Vis-à-vis streaming, I suspect part of that analysis also led them to the conclusion that, hey, our library just isn't strong enough to be compelling as a streaming product.”

— David Rosenthal

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Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
10 Aug 2026
Publisher
Acquired

Transcript context

…But I think we'll keep everything that has all of its value on first run. So news, sports, they sort of went all in on linear TV. Instead of keeping the library, which would require building out the streaming service. It's the opposite of Disney. Disney keeps things that have high rewatchability and monetize them over and over. Yep. Now, you said Rupert and FOX ran some analysis on their library. Vis-à-vis streaming, I suspect part of that analysis also led them to the conclusion that, hey, our library just isn't strong enough to be compelling as a streaming product. Like, it's true. You know, it's got Avatar. It's great. It's got The Simpsons. Come on, how often are people rewatching Avatar?…

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