Netflix vs Disney+

Ring / Eng aXrq35
May 21 36 Comments

TC: 200k


I wonder if I can get to read some words from the horse' mouths.

Disney pays competitive to Netflix by any chance?. Looking forward if yes.

https://www.forbes.com/sites/stephenmcbride1/2019/05/21/netflix-has-175-days-left-to-pull-off-a-miracle-or-its-all-over/

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TOP 36 Comments
  • Juniper Pliny Jr
    Disney pays shit. They won't compete for talent at Netflix level.

    Disney catalog is good but how many times can you watch a movie. Kids obviously mindlessly rewatch the same toons, but they can also do that on Netflix.

    And so what that they're getting some minor Avenger actors to do their own shows on Marvel. Look how crappy the Marvel shows have been on ABC. It honestly won't get better than that, in ScyFy Channel "C level" sfx. And "The Mandalorian" will likely suck as Disney/Lucas haven't made a decent Star Wars universe movie since the original 3.

    Disney+ will definitely be a minor player. I foresee the HBO effect where people will sign up for 2-3 months to binge watch GOT and then decouple. Did you know that new subs for GOT that nearly 100% cancel HBO before 6 months? People don't want to watch old movies, only new epic content, of which Disney won't be able to do.
    May 22 3
    • Amazon jbvcvv
      mind sharing where you got “new subs for GOT that nearly 100% cancel HBO before 6 months? “
      May 22
    • Juniper Pliny Jr
      I think it was CNBC or one of the other business news sites that recentlywrote about it. After S7 of GOT, HBO couldn't retain any of those new subs after 6 months of the it's airing.
      May 22
    • Disney / Eng cryohead
      Point 1 is correct. Disney pays 1/3 of Netflix, and 30-50% below other tech companies. I think you’ll be surprised with Mandalorian. Expecting good things there. But as a father, I can say we will be getting Disney+ and keeping Netflix. As long as Disney channel shows keep getting added, they have enough content backlog to feed into the system that they don’t need to produce as much new content as Netflix (at first). But long term, Netflixnis spending ~$12B on new content for streaming. Disney will be spending ~$1B. Though that’s in addition to continuing to make 10/12 of the top blockbuster movies on theaters, all ABC and Disney channel content, etc. The number of brands under Disney will keep it going at a slow and steady pace for decades. Netflix sprinted out of the gate, but Disney is a big slow turtle that won’t ever die.
      May 22
  • New / Finance MWSt70
    Netflix entry price for 4K/HDR content: $15.99

    Disney+ entry price for 4K/HDR content: $6.99

    Good luck to Netflix, they’ll need it.
    May 21 0
  • Chase / Eng 8==D~
    Back in 2015, Disney laid off 250 tech workers,and refused to offer severance unless they trained the Indian contractors that would replace them.

    I wouldn’t work there.
    May 22 0
  • Disney , Walt
    You can’t compare Netflix and Disney’s TC. Netflix definitely pays more.
    May 22 3
    • Ring / Eng aXrq35
      OP
      But how much more?. That's where the money's at.

      Some figure?.
      May 22
    • Disney , Walt
      It’s hard to give an estimate. It depends on the location of Disney.
      May 22
    • Netflix user0xFFFF
      From what I’ve seen on blind, Disney TC is at least HALF Netflix’s.
      May 23
  • Why won’t people simply subscribe to both if each service has good content?
    May 22 1
    • Chase / Eng 8==D~
      That’s exactly what they will do. Only Netflix will have more subscribers because of better content.
      May 22
  • Clover Health sinkinship
    Meh article. Disney won't disrupt shit. Netflix focuses on TV show content. Disney will not disrupt that much at all.
    May 22 0
  • Netflix / Design wkVk72
    Worth keeping in mind that Netflix already knows how effective Disney content works on a global streaming platform while Disney kind of has no idea.
    May 22 3
    • Microsoft FFSake
      The fact that Netflix continues purchasing it, sort of tells them
      May 22
    • Netflix / Design wkVk72
      Netflix is not continuing to purchase Disney content. Disney ended the contract so they could build Disney+
      May 22
    • Netflix / Eng LoveDeathR
      Netflix will purchase any content that's cost efficient. What's efficient for Netflix may not be efficient for other services though.
      May 22
  • Microsoft FFSake
    Disney will have ads. So I am not so sure price is going to stay the same. Try Hulu with ads and say if you like it more than Netflix
    May 21 5
    • Ring / Eng aXrq35
      OP
      I guess there's a factor of timing when it comes to ads. Imdb with free streaming supported by ads is another one to think about. Hulu probably either don't get it or can't afford it.
      May 21
    • true[x] aduq
      disney+ won’t have ads
      May 22
    • Microsoft FFSake
      Well, that would be nice. But this price seems fishy to me.
      May 22
    • true[x] aduq
      if you look at disney+ by itself, sure, but people who get disney+ are just strengthening its brands, life time value of a disney customer is way more than that entry price. remember that $13 dollar movie ticket to iron man... that snowballed into 30 future movie ticket purchases per person.
      May 22
    • Turner qjka196501
      Why is that price fishy? They own their own content it's way cheaper for then than Netflix
      May 22
  • Amazon jbvcvv
    1 less FANG to try
    May 21 0
  • Netflix Johnny5
    Disney will have a very hard time paying people enough to keep them once they develop skills that are valuable to Netflix, Apple, Amazon.
    May 22 1
    • Accenture / Consultant aaaaaaz
      true!
      May 22
  • Also in the ring is Amazon Prime.
    May 21 0
  • Netflix Chlciy5964
    It's too early to tell, but so far OTT players that started as studios first have not had much success. I think we can agree that the tech company first OTT players (Netflix, Amazon) have done significantly better at retaining users than Studio First (Hulu)

    That lead may be down to more experience as a platform without the overhang of entrenched captive cable monopolies retaining users, which can be diminished over time.

    Disney's tech stack will come into play, and BAMtech is impressive, but sports fans are very different types of users than OTT content consumers and onboard and churn for very different reasons.

    Viewing everything solely from the lens of "Disney has more content = they win" is pretty simplistic. It certainly gives them an edge, but the perception of that edge is out of whack with all the other things you need to do right to be a successful platform
    May 22 1
    • Netflix Johnny5
      The reality is that Disney does not have more content. Output per year will not come close. Great points otherwise.
      May 22
  • Netflix / Eng LoveDeathR
    Pay TV is the elephant in the room, while streaming is not zero sum game at this stage. As linear TV keeps transitioning to streaming. Traditional studios are the biggest losers.
    May 22 0
  • Pinterest qITs08
    Pretty interesting pricing point. I think we will see some midterm losses from Disney. They essentially will be giving previous content that people paid for at a much higher discount (rentals, vault content which had to be purchased, and the Netflix deals) which was probably worth much more then a customer's LTV.

    The beauty of Netflix is on their platform Disney content is certainly worth $6 a month, but off their platform it's probably worth significantly less.
    May 22 0
  • Microsoft M💰FT
    Loading up on $DIS
    May 21 0
  • Netflix razorlab
    It be a concern if Disney started releasing high volume of big budget content and making them available at the same time as when they debuted in theaters. And still keeping the price at 7 bucks. Other wise, how many times can you rewatch all the marvel movies and star war movies?
    May 23 2
    • Netflix / Eng LoveDeathR
      Disney won't do that and theater chains won't let them. It's all well documented in "Innovator's dilemma". History just repeats itself.
      May 23
    • Netflix / Eng LoveDeathR
      BTW, Disney releases 10 movies a year. Few watch every movie. The quantity is not enough to prevent high churn rate.
      May 23
  • Netflix cDwz32
    Yea it’s Disney. Of the studios, they pay the worst no matter what division you’re in
    May 22 0

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