Star Trek: Lower Decks

[Ramza00]

3. And this is on Nickelodeon, not CBS all access or that new Paramount service, which is interesting.

Since Nickelodeon is owned by ViacomCBS I bet long term 6 months, 2 years later, whatever number we will see this Janeway show on either the
1) CBS All Access service, or
2) Paramount Streaming Service which ViacomCBS also owns as a subsidiary.

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I am thinking about "Disruption Innovation Theory" by Harvard's Clayton Christensen who died this January. ViacomCBS is a legacy incumbent and its size is a tool against it now vs new entrants such as Netflix. This is because ViacomCBS has so many products designed to maximize their revenue by being complicated long ago. But the new entrants attack "orthogonally" they no longer have to worry about Cable such as Nickelodeon since there was never a Netflix version of Nickelodeon. Likewise when CBS All Access was launched and Paramount Streaming was launched these streaming services and they compete with each other. Likewise ViacomCBS also has a free streaming service with Pluto TV. All these subsidiaries competing with each other and they do not add value. A tangled weave that confuses customers and they are not going to sign up for all these services so ViacomCBS is not revenue maximizing.

Clayton Christensen's point with his theory is that the incumbents are trapped by the new entry in the market that attacks orthogonally. The only way to win is to sacrifice temporary profits, and reorganize your company in a way that makes sense, but this is a very hard thing to do for you are sacrificing immediate revenue with the goal of uncertain future profits. To use a biological metaphor you are going to be draining your own blood, barely surviving, barely sustaining your organs, in order to enter a more healthy place that you may not ever reach.

(note this theory is complicated and does not always happens but if you look at streaming Netflix is eating everyone's lunch, and Disney will probably survive this but they are purposefully losing revenue to push DinseyPlus with the goal that DisneyPlus will reach more customers than cable, and those more customers will do more theme parks, merchandising such as lunchboxes, etc.)