Promoting Gladbach after 16 years signals AMC is prioritizing internal stability and legal rigor as they navigate the recovery phase. Having someone deeply familiar with the company's regulatory history is probaly crucial given the scrutiny theater chains face around exhibition agreements and potential antitrust issues. The executive shuffling across departments suggests they're positioning for either expansion moves or preparing defensive strategies against further market disruption.
The 6M combined subscriber base after the Disney merger still puts them significanly behind YouTube TV's numbers. Fubo bringing only 1.6M subs to the table means Disney is essentially absorbing a struggling competitor rather than gaining real scale advantages. The consolidation might help with content licensing costs but the competitive moat against other vMVPD players remains pretty thin given the churn rates in this space.
Promoting Gladbach after 16 years signals AMC is prioritizing internal stability and legal rigor as they navigate the recovery phase. Having someone deeply familiar with the company's regulatory history is probaly crucial given the scrutiny theater chains face around exhibition agreements and potential antitrust issues. The executive shuffling across departments suggests they're positioning for either expansion moves or preparing defensive strategies against further market disruption.
The 6M combined subscriber base after the Disney merger still puts them significanly behind YouTube TV's numbers. Fubo bringing only 1.6M subs to the table means Disney is essentially absorbing a struggling competitor rather than gaining real scale advantages. The consolidation might help with content licensing costs but the competitive moat against other vMVPD players remains pretty thin given the churn rates in this space.
See you there!