Disney+: 10 Million in 24 Hours

Each month, “Ammirati on Innovation” episodes will look at ways
that the disruptive-startup mentality is spreading beyond young
entrepreneurs to big established corporations. Serial
entrepreneur, venture capitalist and Carnegie Mellon B-school
professor Sean Ammirati, who sits at the intersection of these
high-change dynamics, provides insight.


Episode 8


In this episode, Sean and I discuss how Disney+ had over 10
million people signed up in 24 hours – and they’re registering
1.2 million downloads a day on the app. He says his wife was one
of the 10 million people who signed up for Disney+. And because
he has two kids he says you need food, water, and Mickey Mouse.


I told him about a guy who used to work for Oracle who said to
Larry Ellison, “Hey Larry, we’re doing a lot of stuff here at
Yahoo and we got a call from some people at Disney. And they
asked if maybe we could discuss the opportunity of doing some
things together. I don't know, what should we tell them?” Larry
said, “Let’s see, they have the greatest movies in the world,
they have theme parks, hundreds of millions of fans around the
world, an incredible brand, loyal employees. You know, all these
assets you’d die for. What does Yahoo have? Free news and email.”


Sean says SAP is reimagining HR the transition from HCM to HXM –
in other words, employees first. He says SAP is creating a whole
new category, and he thinks that’s not going to be the last thing
you’re going to see coming out of SAP.


Salesforce and Microsoft were in a bidding war for LinkedIn, and
Sean says what felt expensive for LinkedIn now feels awfully
cheap with the HCM space heating up.


Sean circles back to Disney+ and says the CEO of Netflix should
figure out what to do to level the playing field. He says that
his currency is down in the last six months, and he has less
currency to deals than he did six months ago. Sean knows the
history of AOL and TimeWarner. He says the world has changed and
you need to scale to play in the game that Netflix and Disney+ a
playing out today.


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