Are you in on DIS?
Disney+ is coming out and the company has the the largest movie universes and can easily put 1b+ blockbusters. Would you buy ahead of the streaming service launch or do you think it will tank? My biggest concern is I believe Netflix has far more technical prowess and I'm curious to see how Disney competes technically. Also, Disney+ is really pushing Marvel content and nostalgia (all they have atm) . No fresh and original content.
I think at the end of the day it comes down to breadth and quality of content. Netflix can have the best technical application but be useful if a competing service has better content but a mediocre application
Yes, eventually content is the deciding factor. And Netflix has 10X content budget vs. Disney+
It's a fair comparison because Disney needs to account the fair value of content even if self-licensed to calculate backend payment and P/L. Content budget includes it.
Disney is spending $24B among all content, including ESPN sports rights, theatrical movies and pay TV channels. The high value sports like NBA/NFL, college football are not on ESPN+ at all. A 2nd run window after a movie is released in theatre for 9 months is worth much less. The way you can think about is, Disney and Netflix have about the same content budget on non-sports content. Netflix is a single platform. Disney needs to feed its linear TV channels, theatrical releases and DTC services.
May be you missed the news that Disney is planning a Star Wars spin-off that would be exclusive to Disney. Plus, the stale content you’re referring to is very much in demand by the audience in US. The office is stale content on Netflix, but people love to watch it again and again. There’s plenty of news articles available on how Disney plans to produce exclusive content. ✌️
Even if Mandalorin were as good as GoT, it still won't stop churn HBO has experienced, and that's a very big if to begin with. Both quality and quantity are important in streaming era.
Agreed! Time will tell if Dis can sustain the subs growth .. my bet is on DIS. Also, GOT may not have stopped the churn but it made a dent in subs growth domestically for Netflix. Oh, and one more thing - DIS has a balance sheet to fund the content. (1b+ movies .. would continue in future as long as there are superheroes fans around the world)
This content and distribution space looks like a monkey knife fight to me. I don’t know who’s going to win. So I’ll be a consumer instead of an investor here.