The Morning Brief

Disney's Setting Star In India


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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!

You can follow Anirban Chowdhury on his social media: Twitter and Linkedin.

Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Google Podcasts.

See omnystudio.com/listener for privacy information.

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