Member Mailing #230: Mulan, Black Widow, PVOD, & Two Futures for Theatrical Distribution

A complicated future where studios like Disney struggle to recoup, or a simpler future where streaming economics make it easier

It is worth checking in on the future of the PVOD business model after Disney CFO Christine McCarthy's comments about Mulan at last week's Bank of America Virtual Media, Communications & Entertainment Conference. Here's what she had to say when asked about the impact of Mulan as a PVOD offering on Disney+ on incremental subscriber signups to Disney+"

It …