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Disney to Bundle Disney+, Hulu, & ESPN+ for 12.99, Same Price as Netflix

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Re: Disney to Bundle Disney+, Hulu, & ESPN+ for 12.99, Same Price as Netflix

#3
I didn't realize that Disney+ would have so much content and honestly that somewhat puts me off. Coupled with Hulu, my kids would never get away from the TV. Yea yea I know, "restrictions". But still, everything on there seems to be for entertainment only, not much educational.

Re: Disney to Bundle Disney+, Hulu, & ESPN+ for 12.99, Same Price as Netflix

#4
In streaming services, content is king. If you look at the box office, Disney is killing it, and it's not even close.

According to https://www.boxofficemojo.com/studio/?debug=0&view=parent&p=... Disney was responsible for 38% of all movie gross revenue so far this year!

The other thing is that anecdotally, the biggest viewers of streaming video services are children. Disney is especially strong in content aimed at children.

Disney is going to be very hard to compete against.

Re: Disney to Bundle Disney+, Hulu, & ESPN+ for 12.99, Same Price as Netflix

#6

In streaming services, content is king. If you look at the box office, Disney is killing it, and it's not even close. According to https://www.boxofficemojo.com/studio/?debug=0&view=parent&p=... Disney was responsible for 38% of all movie gross revenue so far this year! The other thing is that anecdotally, the biggest viewers of streaming video services are children. Disney is especially strong in content aimed at ch…

Another way to think about this: huge potential for a competitor. It's not like Disney has a moat for creativity. Blair Witch project cost something like $100K

Re: Disney to Bundle Disney+, Hulu, & ESPN+ for 12.99, Same Price as Netflix

#7
post #6

In streaming services, content is king. If you look at the box office, Disney is killing it, and it's not even close. According to https://www.boxofficemojo.com/studio/?debug=0&view=parent&p=... Disney was responsible for 38% of all movie gross revenue so far this year! The other thing is that anecdotally, the biggest viewers of streaming video services are children. Disney is especially strong in content aimed at ch…

Another way to think about this: huge potential for a competitor. It's not like Disney has a moat for creativity. Blair Witch project cost something like $100K

Compare the number of times you or your kids have sat down in front of your TV and wanted to watch Blair Witch, vs the number of times you or your kids have wanted to watch Beauty and the Beast, Alladin, Frozen, Lion King, Star Wars, or Avengers.

For me it is not even close.

Re: Disney to Bundle Disney+, Hulu, & ESPN+ for 12.99, Same Price as Netflix

#8

This is the beginning of the end of Netflix.

Spending billions of borrowed dollars on junky “original” content was the beginning of the end for Netflix.

I always thought they should have spent some of those billions to acquire some existing entertainment companies and get some more back catalog. Not everyone likes to watch new stuff. (And even when it comes to making new stuff–a lot of what Disney is doing is building on stuff they already own rather than totally new content-easy for Disney when they own outright so much back catalog.)

Re: Disney to Bundle Disney+, Hulu, & ESPN+ for 12.99, Same Price as Netflix

#9
Are they going to offer their service outside of the US?

One thing I appreciate about Netflix, is they try to offer their services in as many countries as possible. (Unfortunately the availability of content across countries is quite uneven, but Netflix has expressed an intention to improve that over time, and certainly with their original content the situation is much better than with their acquired content.)

Re: Disney to Bundle Disney+, Hulu, & ESPN+ for 12.99, Same Price as Netflix

#10
post #8

Earlier quoted context omitted.

Spending billions of borrowed dollars on junky “original” content was the beginning of the end for Netflix.

I always thought they should have spent some of those billions to acquire some existing entertainment companies and get some more back catalog. Not everyone likes to watch new stuff. (And even when it comes to making new stuff–a lot of what Disney is doing is building on stuff they already own rather than totally new content-easy for Disney when they own outright so much back catalog.)

You are right in regards to building on stuff that they already own. All the movies this year that have grossed over $100 Million have been based on older content.

1 Avengers: Endgame

2 The Lion King (2019)

3 Captain Marvel

4 Toy Story 4

5 Aladdin (2019)

6 Dumbo (2019)

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