Q: How can D+ offer less content but expect subs to grow?
A: D+ has been flooded with great, good, mediocre, and bad content in the mad competition between streamers as to who can get the most new content on their streamers regardless of quality. The deluge of content was supposed to constantly increase subs.
It did, for a while. But with pandemic lockdowns over, people had less time to watch all that "Peak TV."
Both Disney and Netflix realized that throwing a lot of junk at a streamer doesn't necessarily mean more subs. Netflix had 2 quarters of rather significant sub loss before recovering and becoming profitable again.
And so the money spigot of billions and billions of dollars splurged on the streamers is being cut back... by all the streamers.
And so, with all the analytics the streamers have over who is watching what, all the streamers, including Disney, are going to cut back on the type of shows which are of poor quality and/or doesn't affect subs/churn.
The streamers could have gotten where they are today without all that dross hardly any one watches or likes.
So, by cutting out the poor quality shows or the niche shows with small audiences, the streamers can continue to grow with good, core, popular content.
Disney has an advantage in that they have so many major movie releases in theaters that wind up on their streamer. The other streamers do not have as many major movie titles winding up on their streamers because they don't own 10 studios like Disney does.
Also, cord cutting continues (from cable TV). Even if streaming is just as expensive, it has the advantage of video-on-demand and deep libraries and the ability to easily pause subs for a while.
To put it in a way that theme-parkers can understand: Just like the Guest Satisfaction Surveys for MK improved by *removing* SGE, so will satisfaction for streamers grow with getting rid of the poor quality / unliked shows.
A: D+ has been flooded with great, good, mediocre, and bad content in the mad competition between streamers as to who can get the most new content on their streamers regardless of quality. The deluge of content was supposed to constantly increase subs.
It did, for a while. But with pandemic lockdowns over, people had less time to watch all that "Peak TV."
Both Disney and Netflix realized that throwing a lot of junk at a streamer doesn't necessarily mean more subs. Netflix had 2 quarters of rather significant sub loss before recovering and becoming profitable again.
And so the money spigot of billions and billions of dollars splurged on the streamers is being cut back... by all the streamers.
And so, with all the analytics the streamers have over who is watching what, all the streamers, including Disney, are going to cut back on the type of shows which are of poor quality and/or doesn't affect subs/churn.
The streamers could have gotten where they are today without all that dross hardly any one watches or likes.
So, by cutting out the poor quality shows or the niche shows with small audiences, the streamers can continue to grow with good, core, popular content.
Disney has an advantage in that they have so many major movie releases in theaters that wind up on their streamer. The other streamers do not have as many major movie titles winding up on their streamers because they don't own 10 studios like Disney does.
Also, cord cutting continues (from cable TV). Even if streaming is just as expensive, it has the advantage of video-on-demand and deep libraries and the ability to easily pause subs for a while.
To put it in a way that theme-parkers can understand: Just like the Guest Satisfaction Surveys for MK improved by *removing* SGE, so will satisfaction for streamers grow with getting rid of the poor quality / unliked shows.
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