85 episodes

The Eric Jackson Podcast focuses on the key issues going on today in the worlds of media and technology.

The Eric Jackson Podcast Eric Jackson

    • Technology
    • 3.6, 9 Ratings

The Eric Jackson Podcast focuses on the key issues going on today in the worlds of media and technology.

    Ep. 85 - Why Netflix Is Dominating International Growth

    Ep. 85 - Why Netflix Is Dominating International Growth

    Netflix (NFLX) disappointed investors by missing its own Q218 estimates for US and international subscribers.

    The bears’ reaction to that news was that the constantly growing international subscriber story is finally coming to an end.

    The bulls’ reaction has been that this quarterly miss is a blip in the still valid long-term growth story.

    I tend to agree with the bulls that there is still a lot of international growth ahead for Netflix. To explain why, let’s dive into the details around Netflix’s expansion into Canada 8 years ago and how it’s doing there. Their success in Canada offers a window into why they’re likely to continue to be successful in the other 190 countries they’ve expanded to in the past few years.

    • 22 min
    Ep. 84 - How the Fight for Fox will Play Out Between Disney and Comcast

    Ep. 84 - How the Fight for Fox will Play Out Between Disney and Comcast

    Comcast and Disney are fighting to control Fox. There is a lot of misinformation out there about how it will play out and what issues matter most. Eric weighs in with his views are these matters.

    • 19 min
    Ep. 83 - Disney as a Service

    Ep. 83 - Disney as a Service

    Eric discusses why Disney management should present itself to investors as a "Disney as a Service" offering offline and online entertainment for millions of families around the world on a subscription basis. Taking this subscription-based approach would help increase Disney's stock price to $500 billion in 5 years, he argues.

    • 32 min
    Ep. 82 - Ben Fritz on Hollywood's Fight For the Future of Movies

    Ep. 82 - Ben Fritz on Hollywood's Fight For the Future of Movies

    Eric speaks with Wall Street Journal Reporter Ben Fritz about his new book on Hollywood called "The Big Picture: The Fight For the Future of Movies." They cover which of the Hollywood studios are best positioned to fight Netflix, Apple, and Amazon, which will sell, how the movie-making business is different today from even 5 years ago, and how it's likely to keep changing.

    • 42 min
    Ep. 81 - Jimmy Pitaro's Selection as Next ESPN President

    Ep. 81 - Jimmy Pitaro's Selection as Next ESPN President

    Eric discusses the selection of Jimmy Pitaro as ESPN's next President, why he was the most obvious choice, the problems with the criticisms of his selection, and what his priorities will be in the first year on the job.

    • 26 min
    Ep. 80 - The Next 3 Weeks That Will Decide Disney's Future

    Ep. 80 - The Next 3 Weeks That Will Decide Disney's Future

    Sometime in the next 3 weeks, Disney will announce who is the next President of ESPN. This decision could end up determining the future of Disney as a company and who will eventually succeed Bob Iger as CEO in 2021. Eric discusses all the key questions swirling around the company and what is likely to happen.

    • 28 min

Customer Reviews

3.6 out of 5
9 Ratings

9 Ratings

buy the book ,

Podcast for class traitors

If you’re a class traitor this is the right podcast for you.

ckw3qx ,

Good but gotta fix audio issues

Great guests and subject matter. Love Eric’s POV too. But the audio / production issues are significant in every episode.

tyty200 ,

Too much fluff

Would have been a half hour podcast if not for the host. Write the questions down, then ask them, you know?

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