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Netflix said to be in Disney’s crosshairs

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Re: Netflix said to be in Disney’s crosshairs

#2
I truly hope that Netflix doesn't sell to Disney; I can't imagine a worse actor in the IP space than Disney. I'm not that worried though, I think that Netflix sees its future as something more than being bought out at this stage. Then again, money does speak its own powerful language.

Re: Netflix said to be in Disney’s crosshairs

#4
post #2

I truly hope that Netflix doesn't sell to Disney; I can't imagine a worse actor in the IP space than Disney. I'm not that worried though, I think that Netflix sees its future as something more than being bought out at this stage. Then again, money does speak its own powerful language.

I don't know. I think Netflix has a good idea of what they'd like their future to be, but no clear path to get there. Their subscriber growth is slowing, and their content library is shrinking (and was always pretty anaemic outside of a few core territories). Being owned by Disney would give them guaranteed access to a AAA content catalogue, and far more firepower in reciprocal licensing negotiations. And for their part, Disney gets a ready-made, world-class streaming service.

While I'm apprehensive about the idea of this as a Netflix subscriber, I think it probably makes a fair bit of sense for both businesses.

Re: Netflix said to be in Disney’s crosshairs

#5
post #2

I truly hope that Netflix doesn't sell to Disney; I can't imagine a worse actor in the IP space than Disney. I'm not that worried though, I think that Netflix sees its future as something more than being bought out at this stage. Then again, money does speak its own powerful language.

I don't know. I think Netflix has a good idea of what they'd like their future to be, but no clear path to get there. Their subscriber growth is slowing, and their content library is shrinking (and was always pretty anaemic outside of a few core territories). Being owned by Disney would give them guaranteed access to a AAA content catalogue, and far more firepower in reciprocal licensing negotiations. And for their p…

as a production company they will be much more successfull than disney in 5 years

Re: Netflix said to be in Disney’s crosshairs

#6
post #2

I truly hope that Netflix doesn't sell to Disney; I can't imagine a worse actor in the IP space than Disney. I'm not that worried though, I think that Netflix sees its future as something more than being bought out at this stage. Then again, money does speak its own powerful language.

What is netflix's competitive advantage? They have some customers and some technology, but the customer's probably care more about the content. They don't own the content. Their own IP is limited. The Studios own Hulu so they are better off licensing their content to Hulu.

Re: Netflix said to be in Disney’s crosshairs

#7
post #5

Earlier quoted context omitted.

I don't know. I think Netflix has a good idea of what they'd like their future to be, but no clear path to get there. Their subscriber growth is slowing, and their content library is shrinking (and was always pretty anaemic outside of a few core territories). Being owned by Disney would give them guaranteed access to a AAA content catalogue, and far more firepower in reciprocal licensing negotiations. And for their p…

as a production company they will be much more successfull than disney in 5 years

Disney owns so much IP: Marvel, Star Wars, Disney. You expect them to come up with that much stuff in 5 years?

Re: Netflix said to be in Disney’s crosshairs

#8
post #2

I truly hope that Netflix doesn't sell to Disney; I can't imagine a worse actor in the IP space than Disney. I'm not that worried though, I think that Netflix sees its future as something more than being bought out at this stage. Then again, money does speak its own powerful language.

-- I can't imagine a worse actor in the IP space than Disney

Why do you say that? Just curious.

Re: Netflix said to be in Disney’s crosshairs

#9
post #2

I truly hope that Netflix doesn't sell to Disney; I can't imagine a worse actor in the IP space than Disney. I'm not that worried though, I think that Netflix sees its future as something more than being bought out at this stage. Then again, money does speak its own powerful language.

-- I can't imagine a worse actor in the IP space than Disney Why do you say that? Just curious.

I don't know if this is what GP means but for one, Disney is one of the driving forces behind extending copyright periods:

https://en.wikipedia.org/wiki/Copyright_Term_Extension_Act

Re: Netflix said to be in Disney’s crosshairs

#10
post #5

Earlier quoted context omitted.

I don't know. I think Netflix has a good idea of what they'd like their future to be, but no clear path to get there. Their subscriber growth is slowing, and their content library is shrinking (and was always pretty anaemic outside of a few core territories). Being owned by Disney would give them guaranteed access to a AAA content catalogue, and far more firepower in reciprocal licensing negotiations. And for their p…

as a production company they will be much more successfull than disney in 5 years

No chance. They could be a digital-only HBO, but even HBO need the backing of a big media company (Time Warner).
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