Amazon, Apple, Disney, HBO Max, Hulu, Peacock, ..., oh, and Netflix. How many monthly memberships are people going to want to pay for, especially when there is already a huge library of free content on YouTube? Interesting times...
Disney: Bob Iger bets the company (and Hollywood's future) on streaming
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Re: Disney: Bob Iger bets the company (and Hollywood's future) on streaming
#12I think Disney+ will be more successful than anyone can imagine. I don't know how Netflix will survive when the competition of Disney+ and HBO Max will have 95% of the best tv shows and movies.
Netflix’s issue is not the quality of content - it’s their business model. They are borrowing billions to create content with the only way to recoup the cost is mostly by subscription revenue. Their initial rationale was that they were building a content library that would have value. But, they admitted during the last conference call that subscriber growth was slow expectations because they didn’t have any new big r…
>Netflix’s issue is not the quality of content - it’s their business model. They are borrowing billions to create content with the only way to recoup the cost is mostly by subscription revenue. Their initial rationale was that they were building a content library that would have value. But, they admitted during the last conference call that subscriber growth was slow expectations because they didn’t have any new big releases. No one is going to are about “House of Cards” in five years.
I think you are contradicting yourself here. If the quality was good they wouldn't have mentioned not having big releases as being the reason why their subscriber growth was slow.
>Compare that to Disney’s library. People still care about Disney’s animated movies from the 30s and even adults are nostalgic about the 90s X-men animated TV show and the original Star Wars from the 70s.
I think you are arguing in favor of what I was saying?
>Besides, Disney makes billions from their content from theatrical releases, video on demand, network and cable TV, theme parks, toy sales, etc.
Yes, and for some strange reason Disney trades at 2x the market cap of netflix with 17x p/e while netflix trades at 88x p/e. Either Disney is severely undervalued or Netflix is severely overvalued (or both).
Re: Disney: Bob Iger bets the company (and Hollywood's future) on streaming
#13Amazon, Apple, Disney, HBO Max, Hulu, Peacock, ..., oh, and Netflix. How many monthly memberships are people going to want to pay for, especially when there is already a huge library of free content on YouTube? Interesting times...
Their customers are also paying for curation and safety.
Re: Disney: Bob Iger bets the company (and Hollywood's future) on streaming
#14>including all 30 seasons of The Simpsons; Never thought I'd see the day when a Disney service would air the Simpsons. The idea of the simpsons airing on the disney channel back in the day would have been ridiculous. Seems so strange to go from being considered one of the most notorious shows around to being carried by Disney. The very antithesis of what it was when it started. Not sure what that says more about thou…
I still remember growing up as a kid, my parents would constantly monitor the CRT to make sure I wasn't watching the Simpsons because it was "not for kids" :) I haven't been following much of the show but it could also be the writers toned down the content as the show progressed through the years to the point where Disney wouldn't mind airing it? It could also just be them recognizing the pull the Simpson has on view…
It may be that the sway of the “Moral Majority” has lost its clout. When Ellen first came out as gay on her show it was a big deal in the 90s and Murphy Brown having a child out of wedlock was a talking point by the Vice President.
Now even cartoons aimed at kids show same sex couples (I can’t remember the name of the cartoon) and Disney and most corporations are ignoring them - including protest about an interracial couple.
Re: Disney: Bob Iger bets the company (and Hollywood's future) on streaming
#15Amazon, Apple, Disney, HBO Max, Hulu, Peacock, ..., oh, and Netflix. How many monthly memberships are people going to want to pay for, especially when there is already a huge library of free content on YouTube? Interesting times...
Amazon doesn’t really count as it’s an added benefit of Prime.
However, all of those you listed are cheaper than adding cable to my bill.
I pay for Netflix, Hulu and YoutubeTV. It’s cheaper than adding cable to my bill & that’s just absurd to me.
Re: Disney: Bob Iger bets the company (and Hollywood's future) on streaming
#16While his position is [partly] accurate, it's not exactly revelatory. People, notably internet pirates, were saying this 20 years ago.
People are going to get fed up if they've got to pay for dozens of streaming services to get all the shows that they want. On top of that, a lot of these platforms are still shoving ads in our faces. If streaming manages to become worse than cable, people might just spend less time watching all that crap... which is a good thing anyway.
Re: Disney: Bob Iger bets the company (and Hollywood's future) on streaming
#17Amazon, Apple, Disney, HBO Max, Hulu, Peacock, ..., oh, and Netflix. How many monthly memberships are people going to want to pay for, especially when there is already a huge library of free content on YouTube? Interesting times...
Amazon doesn’t really count as it’s an added benefit of Prime. However, all of those you listed are cheaper than adding cable to my bill. I pay for Netflix, Hulu and YoutubeTV. It’s cheaper than adding cable to my bill & that’s just absurd to me.
Are you suggesting that it doesn’t count because you assume everyone has a Prime subscription?
Re: Disney: Bob Iger bets the company (and Hollywood's future) on streaming
#18>including all 30 seasons of The Simpsons; Never thought I'd see the day when a Disney service would air the Simpsons. The idea of the simpsons airing on the disney channel back in the day would have been ridiculous. Seems so strange to go from being considered one of the most notorious shows around to being carried by Disney. The very antithesis of what it was when it started. Not sure what that says more about thou…
Just wait until they buy pornhub.com :)
Disney is not just Disney+. It's Disney+, ESPN+, Hulu, ABC and many other delivery channels and insane amount of franchise. They can merge or create more channels over time. Whatever maximizes the profit.
They are even producing Black Mirror trough Endemol Shine (House of Tomorrow). Netflix just has the distribution rights.
Re: Disney: Bob Iger bets the company (and Hollywood's future) on streaming
#19Amazon, Apple, Disney, HBO Max, Hulu, Peacock, ..., oh, and Netflix. How many monthly memberships are people going to want to pay for, especially when there is already a huge library of free content on YouTube? Interesting times...
Disney owns ESPN, a controlling stake in Hulu, Marvel, Lucas Films, Pixar, Disney Animation, and 20th century fox (FX, fox searchlight, many classic movie franchises, X-Men, Fantastic 4, etc). I'm probably missing something. I imagine that Disney will eventually sell a mega subscription service that bundles all of their media.
HBO Max will have all HBO content (obviously), all Warner Bros content, the CW (you know all of those teen dramas people love to watch on netflix like Riverdale, Supernatural, the Flash), Cartoon Network and a bunch of other subsidiaries that I can't name off the top of my head.
Amazon people will have prime subscriptions which gives them access for free.
I don't know why anyone would keep a lifetime subscription for any of the rest. Maybe only subscribe when your favorite shows are on?
Anyway, I think the future of streaming will be interesting to watch. I've made a fairly large bet on Disney stock and I would have bought Warner bros stock if it wasn't owned by ATT (I like Warner bros, I don't like the rest of their business).
Re: Disney: Bob Iger bets the company (and Hollywood's future) on streaming
#20Amazon, Apple, Disney, HBO Max, Hulu, Peacock, ..., oh, and Netflix. How many monthly memberships are people going to want to pay for, especially when there is already a huge library of free content on YouTube? Interesting times...
Disney owns ESPN, a controlling stake in Hulu, Marvel, Lucas Films, Pixar, Disney Animation, and 20th century fox (FX, fox searchlight, many classic movie franchises, X-Men, Fantastic 4, etc). I'm probably missing something. I imagine that Disney will eventually sell a mega subscription service that bundles all of their media. HBO Max will have all HBO content (obviously), all Warner Bros content, the CW (you know al…
Disney+ already will have espn and Hulu bundled (for a great price to boot).