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Even so, it’s going to break even and make a slight profit before it ever hits streaming. You can’t say the same about Netflix. Netflix is completely dependent on streaming revenue.
Netflix doesn't get anywhere near the theatrical release of Disney movies, but it does get some : https://www.whats-on-netflix.com/coming-soon/netflix-movies-...
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Netflix doesn't get anywhere near the theatrical release of Disney movies, but it does get some : https://www.whats-on-netflix.com/coming-soon/netflix-movies-...
It’s not enough to break even before it hits streaming. It doesn’t really move the needle.
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Disney also will probably make more money on its four biggest movie releases this year than Netflix makes in all. Avatar 2- a movie that came from its Fox acquisition has already made over $2 Billion
Part of that cash flow doesn't go to Disney at all, it stays with the theaters. I'm curious whether that total box office number includes taxes on the tickets as well.
https://www.quora.com/How-are-ticket-revenues-shared-with-th...
Something I don't understand is why Disney and others need to have their own streaming service. Why Netflix can't sit down with Disney and merge the two streaming services. Disney is amazing at making content, so is Netflix at the moment. They could take a look at the present, their market cap, debt and so on and structure a solution that would: 1. Make Netflix the best streaming service with the best content, also b…
Are they? They're certainly good at buying IP that people like, and now they own a big back-catalogue of beloved franchises. But the vast majority of content they pump out these days is mediocre at best. They own so much that if you want to go to a theatre to watch a movie, your pickings are essentially all owned by Disney. They generally make money but it's because they bought everything.
I can definitely think of more Netflix originals that I've enjoyed in recent years than offerings from Disney's zero-risk, safe, predictable gray goo.
I wonder if the time isn't ripe for a kind of "meta" service. Essentially, one group provides the content, branding, some kind of licensing data structure describing date ranges and countries, and so on. An abstracted look and feel. Another service spits out the app and has the streaming infrastructure. The apps produced would have the benefit of reaching many, many platforms and so deduplicate a lot of the work gett…
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Disney+ isn't free though...
I think the economics of it is basically like, Disney spends so much on creating content that Disney+ just doesn't bring in enough money to cover cost, because users get a subscription to binge / burn thru several things in a single month and then cancel their subscription.
Surprisingly similar to the old days of bugging my parents for the Disney channel (of course, didn't have on-demand selection back then).
I'm gonna attempt to break this down: - Netflix has 5-6 Billion USD free cash flow, and because they got what debt they do have under favorable terms, they are positioned to retain most of that free cash flow - Disney, Comcast (Peacock), CBS/Viacom and other media corporations are saddled with debt, and are all losing money on their own independent streaming businesses. Likely untenable in their shareholder model - T…
What I don't understand is how e.g. Disney+ is losing so much money. It's Disney's content, has an enormous userbase, and somehow is bleeding billions?
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Yeah, D+ is churning out an enormous volume of what would be considered prestige content at other services. All the Star Wars and Marvel shows are star-studded and larded with top-tier visual effects. And some of them aren't really getting a lot of viewers from what the rumors say.
TBH this more or less describes the problem at least for me. I'm like 3 Star Wars series behind. Catching up at this point feels more like a chore than entertainment. Forget Marvel.
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What I don't understand is how e.g. Disney+ is losing so much money. It's Disney's content, has an enormous userbase, and somehow is bleeding billions?
Disney's content library only appeals to very specific demographics. Mostly just kids and the Avengers/Star Wars crowd. Netflix has something for literally everyone.
FTFY.
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here's some advice, skip everything else, just watch Andor, it's fantastic, best Star Wars since Empire. Other stuff has been hit or miss.
Andor reinvented the spy thriller in the Star Wars universe. Mandalorian reinvented the Western in the Star Wars universe. Both are superb. The other Star Wars series are not.