Research
FORUM TRANSCRIPT

Disney – Linear Network & D2C Advertising Outlooks – 16 December 2021

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former executive at The Walt Disney Co

Agenda

  • Disney's (NYSE: DIS) operating environment – Q4 2021 and 2022 advertising supply and demand dynamics across linear, digital video and connected TV inventories
  • Upfront vs scatter dynamics over the next 24-36 months – pricing and fill rate implications
  • Role of DRAX (Disney Real-time Ad Exchange) – programmatic growth expectations and disintermediation potential for broader ad tech partners
  • Connected TV competition – Hulu, Roku (NASDAQ: ROKU), YouTube and TV OEMs (original equipment manufacturers) – and Disney's market share potential
  • Outlook for 2022 and beyond – Disney's longer-term ability to maintain wallet share of the overall advertising pie

Questions

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