Mario Tapia

If it doesn’t work the first time, try it in Japan. I think this time Disney did some business case work for Japan. mDisney, the mobile content arm of Disney Internet Group does an enormous amount of business in Japan in content, try ~90% of total global revenue. I have to say that it is cultural, Disney does well in the land of Hello Kitty, Pokemon, and Purikura (another phenomenon in Japan). Disney content is “キュート” (cute), it is still questionable how compelling the content is to motivate a change of operator. The play here is to provide high end ex(c)lusive devices. Will it survive, probably not, Disney should stick to making consumer devices and selling them retail to Disneyphiles and stay away from providing services. And so it goes….