GhostHost1000
Premium Member
$hockingThe weasel just admitted their booking outlook is bad in P&R…
Let’s all celebrate
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Disney’s Q2 FY24 Earnings Results Webcast
- Thread starter DCBaker
- Start date
doctornick
Well-Known Member
So, how would ESPN+ integration into D+ work? I wonder if it will be what they seem to be doing with Hulu (and have done with Star) - basically a part of an overall larger service where you "have" to be subscribed to the main service to access it but it is a value add and make it a more robust service*. i.e. ESPN+ fully integrated as a "part" of D+. This is more similar to the cable/bundled model that Disney has relied on for revenue in the past decades.
Or would an ESPN+ tile just launch a separate ESPN+ service that you have to subscribe to separately. Which means the tile would either be extremely limited without having a separate ESPN+ sub or maybe not even be there at all? There's a few D+ specific programs though that are sports related and could populate an ESPN+ tile even without a proper ESPN+ subscription.
It's an interesting quandary with ESPN+ because sports fans are a somewhat separate animal than general entertainment (granted, there's obviously overlap) and you could potentially extract much higher subscription rates from a dedicated sports fans that would turn away other folks if they inflate the cost of a bundled D+ service too much. Though perhaps the joint offering with FOX and WB is meant to fill the role of the "if you just want sports, get this" concept.
*still unclear to me how they plan to run the Hulu with Live TV service but I've got to think that it will continue in some fashion given that it is profitable and operates differently from a regular streaming service. Its competition is Sling, YoutubeTV, etc
The recommendation engines at Netflix, YouTube, TikTok etc are some of the key components for their success. They're what get the consumers of those platforms hooked and continually using their apps.
On the flipside, trying to get your content through another platform's recommendation engine can be problematic. Its an unknown entity that controls who is even aware your content exists. I think this is one of the real reasons so many studios have been focused on building their own streaming platforms. With Netflix controlling what they recommend to users, other studios' content may or may not be recommended even if they were to continue licensing to Netflix, potentially relegating them to obscurity if Netflix were to become the only solution people used to find movie content. Netflix would have its own interests involved with what they recommend, most of which would not be in-line with third-party studios.
A studio owning the whole stack can give them more control. They could focus on keeping consumers hooked, and also that the content consumers steer toward is meeting the studio's desires, whether that be ads, price per view, or other promotions.
Am I the only person that watches the same movie over and over again...not because I like the movie...but because I keep falling asleep to it cause it is not that engaging, but I still at least want to see what happens (or I just need something that will put me to sleep and the melatonin is not working). There is one movie in particular I can think of that I alone have probably added a thousand hours of "viewing" but honestly did not like the move at all. I get 5 minutes in, and suddenly I open my eyes and the credits are rolling again.
doctornick
Well-Known Member
Sure, certainly argues for having control of your own content so you can promote what you want.
But to me, I think the bigger issue for Disney is engagement - they need to find ways to keep people on their app and watching other stuff than what they came there for. It's fine if Marvel or Star Wars or Disney/Pixar animation gets them there to watch something specific but they want the customers to stay and watch something different than what they signed in for that day - especially when ad revenue is in play. And that's where an effective recommendation algorithm is extremely helpful. And "effective" means that when it makes a recommendation, it is key if the customer actually does like the thing they are pointed to - if it generally makes poor recommendations, they customers will just ignore it.
Brian
Well-Known Member
I thought you were referring to the earnings call. All of that is pretty applicable.
Will Nightb*#ch be on D+?
CastAStone
5th gate? Just build a new resort Bob.
It will not stop being weird to see “nightbitch” on a Disney-created document.
CastAStone
5th gate? Just build a new resort Bob.
or draftkings or ESPNBet.
It was originally destined to be on Hulu, but due to positive screening, it will be released theatrically.
Note that the censored word in the title refers not to the slur, but to the animal.
Sirwalterraleigh
Premium Member
I hear ya…sucks being old doesn’t it?
Tha Realest
Well-Known Member
Unless they’ve cloned Caitlin Clark and have given her more collegiate eligibility, this will be difficult if not impossible to replicate.View attachment 783755
...and what, pray tell, will the Company do with the profits from that bountiful six viewers?
Tha Realest
Well-Known Member
Is the Tiana D+ series ever going to be released?
Tha Realest
Well-Known Member
10% now.
I was reliably informed that a scheduled pre-market earnings call was a sign of confidence?
Sirwalterraleigh
Premium Member
Bob is always “confident” in his ability to sell damage control