Disney recently announced its 2Q25 results along with changes that not only represent evolution in a highly pressured and competitive environment, but also the company's drive to build Disney+ into a more formidable and entrenched streaming heavyweight.
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Disney’s Q2 results and strategy announcements – a reflection of the market and of Disney’s streaming objectives
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The Analyst Team
Paul Erickson
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Paul Erickson is an industry analyst with broad experience across the Media and Entertainment technology sector. He is the US-focused Principal Analyst within Omdia’s global Media & Entertainment research practice and is part of the team driving Omdia’s TV and Online Video Intelligence Service. Paul currently concentrates on the dynamic intersection and integration of streaming video, TV, and advertising,
He rejoined Omdia in 2024 after several years of private consultancy, and prior roles as Research Director for Entertainment and Consumer Electronics at Parks Associates and as an industry analyst for Omdia / IHS Markit, NPD DisplaySearch (now Circana), and IMS Research.
His veteran experience and insights span two decades across streaming video services / platforms, broadcast and pay TV, connected consumer electronics, digital Media, UI / UX technologies, smart home, gaming, and audio technologies.
Paul has been quoted in a variety of news outlets and industry publications, including the Financial Times, the Wall Street Journal, Variety, Los Angeles Times, USA Today, Associated Press, Reuters, CNN, BusinessWeek, Bloomberg, ABC News, CBS News, NBC News, New York Times, Wired, and CNET. He is also a frequent speaker at industry conferences, such as CES, IBC, CTV World Summit, StreamTV, and IFA. Paul is a two-time AVIXA Emerging Trends Fellow honoree.
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