Here is the breakdown:
1) House Netflix — The White Walkers
2) House Disney — The Starks
3) House Amazon — The Lannisters
4) House Warner — The Iron Bank of Braavos
5) House Comcast — The Tyrells
6) House Apple — The Targaryens

BTW: Sign up for Dylan’s newsletter (Byers Market) here.

House Disney’s new streaming service will be called Disney+ and launch late next year.

The initial content will come from brands including:
1) Disney
2) Pixar
3) Marvel
4) Star Wars
5) National Geographic

Flashback #1: What Media Companies Might Be Overlooking in Their Rush to Jump on the OTT Bandwagon

Flashback #2: How Hollywood Is Racing to Catch Up With Netflix

Valuations of major media players:
1) Apple — $1T
2) Amazon — $920B
3) Alphabet (Google) — $844B
4) Facebook — $504B
5) Disney — $167B
6) Comcast — $163B
7) Netflix — $140B
8) 21st Century Fox — $84B
9) CBS –$20B
10) Viacom — $12B

Netflix currently pays Disney ≈ $300M per year to license their movies. That revenue will go away next year when Disney pulls its library from the streaming service.

Flashback #3: It’s Netflix’s World, Disney Just Lives in It

More #1: Roku CEO Anthony Wood shares his playbook

More #2: Thanks to troves of audience data, Roku is moving from tech provider to media company

More #3: Watch Out: The Flixes Are About To Upend Television As We Know It