Disney Stock Approaching 9 Year Low

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celluloid

Well-Known Member
BrianLo said:
This is true, streaming will never be as big as cable. But the interesting twist is that Disney will own the whole pot of it. So while there is potentially ‘less money’, Disney could yield similar numbers of their market.

I’m not sure if you are questioning the profitability or questioning if it’s relevant? If it’s the former I’ll take that bet, we don’t have that long to see it play out. Six months, really. The price hikes were surprisingly aggressive, unless the entire user base collapses under the weight (which it didn’t during the last hike, domestically).
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Comcast ultimately wins. No one really cut the "cord" you just changed what the "cord" does.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
celluloid said:
Comcast ultimately wins. No one really cut the "cord" you just changed what the "cord" does.
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Comcast pivoted and went all in on coax high speed long ago.

The beauty of it for them is they could do that almost seamlessly

They suffered from Less content…they benefited from deliver Structure largely in place for an equally lucrative business
 
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celluloid

Well-Known Member
Sirwalterraleigh said:
Comcast pivoted and went all in on coax high speed long ago.

The beauty of it for them is they could do that almost seamlessly

They suffered from Less content…they benefited from deliver Structure largely in place for an equally lucrative business
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It makes the Spectrum Disney Channel drama really funny too. Timing of sports, the one thing that the writers strike effects less for television and it gets snipped a bit.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
celluloid said:
It makes the Spectrum Disney Channel drama really funny too. Timing of sports, the one thing that the writers strike effects less for television and it gets snipped a bit.
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Disney has the least presence in the American football broadcast spectrum now - one nfl broadcast per week and neither of the big dog college football conferences

…don’t think this wouldn’t be a bigger deal to charter if that wasn’t the case
 
Disney Irish

Disney Irish

Premium Member
celluloid said:
Comcast ultimately wins. No one really cut the "cord" you just changed what the "cord" does.
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ISPs were always going to be the winners in any "cord cutting" scenario, that is unless internet access becomes a public utility but that is another story for a different discussion.

That however won't change the fact that as traditional cable companies exit the market that content will still need to be delivered, and that will be via streaming in one form or another. How that streaming service is accessed is really irrelevant, it could be via the free Wifi at Starbucks, the streaming providers don't really care.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Disney Irish said:
ISPs were always going to be the winners in any "cord cutting" scenario, that is unless internet access becomes a public utility but that is another story for a different discussion.

That however won't change the fact that as traditional cable companies exit the market that content will still need to be delivered, and that will be via streaming in one form or another. How that streaming service is accessed is really irrelevant, it could be via the free Wifi at Starbucks, the streaming providers don't really care.
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No one is denying that streaming or some other tech to come based on the concept will completely replace cable. Everything is mobile/wireless

The mistake is saying the easy money will be more or even the same.

Cable was the perfect captive audience trap. Most consumers had little if any other options…it had a clunky hardware requirement not easy to navigate/cancel…and the fact that you had no choice made it more “accepted” like your power and water bills…not the streaming ecosphere that is more competitive like the old fm radio dial.

That may be the best comp. As radio had to compete for precious ad dollars and always were subject to financial collapse and cannibalization in the market.

Promising big profits from the stream when the math has always been fuzzy was a huge risk that these corps are trying to back out of now to mitigate expectations/risk.

Who would have ever thought after years of implying “big free money” that investors are now asking for big…free…money?

It’s a world gone mad
 
Disney Irish

Disney Irish

Premium Member
Sirwalterraleigh said:
No one is denying that streaming or some other tech to come based on the concept will completely replace cable. Everything is mobile/wireless

The mistake is saying the easy money will be more or even the same.

Cable was the perfect captive audience trap. Most consumers had little if any other options…it had a clunky hardware requirement not easy to navigate/cancel…and the fact that you had no choice made it more “accepted” like your power and water bills…not the streaming ecosphere that is more competitive like the old fm radio dial.

That may be the best comp. As radio had to compete for precious ad dollars and always were subject to financial collapse and cannibalization in the market.

Promising big profits from the stream when the math has always been fuzzy was a huge risk that these corps are trying to back out of now to mitigate expectations/risk.

Who would have ever thought after years of implying “big free money” that investors are now asking for big…free…money?

It’s a world gone mad
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I don't think anyone is claiming it was ever going to be "easy" money. Nor do I think anyone is claiming its going to be as big as cable from a revenue perspective. What is being said however is that it will be profitable, with the multiple tiers and ad dollars streaming will be profitable for the larger streamers like Netflix and Disney. The smaller ones, well not so much which is where consolidation comes in. But that is a larger topic not had here.

I will just add that streaming though does have a captive audience same a cable, just in a different way. Yes there is more choice, but with more choice comes a certain amount of captivity due to content. When you have studios only offering their content via x service or via individual purchase, a consumer only has that streamer to go to if they don't want to pay for that piece of content individually. Either way the studio gets money, either by subscription or by an individual sale of the content.
 
TP2000

TP2000

Well-Known Member
Down again today. Notably it had a late morning drop down below the $80 mark, but then clawed back above $80.

At the closing bell on Thursday, now at $80.57.
 
flynnibus

flynnibus

Premium Member
Disney Irish said:
ISPs were always going to be the winners in any "cord cutting" scenario, that is unless internet access becomes a public utility but that is another story for a different discussion.
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It’s hard to find growth in a ISP market when you relied on being the incumbent cable carrier. A company like att or Comcast can’t survive on just ‘continuing to be your happy isp year over year’.

It’s easy money… but it’s hard to sustain growth and capital intensive. That’s ehy you see companies buy growth through mergers and buyouts.

Advertising isn’t going away… it will be back in streaming in force soon enough.
 
Disney Irish

Disney Irish

Premium Member
flynnibus said:
It’s hard to find growth in a ISP market when you relied on being the incumbent cable carrier. A company like att or Comcast can’t survive on just ‘continuing to be your happy isp year over year’.

It’s easy money… but it’s hard to sustain growth and capital intensive. That’s ehy you see companies buy growth through mergers and buyouts.

Advertising isn’t going away… it will be back in streaming in force soon enough.
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In my opinion the national ISPs such as AT&T and Comcast will be just fine, they have diversified enough over the last decade or so that exiting the carrier business won't hurt them too much. They have been preparing for this. For example AT&T spinning off its TV business such as UVerse and DirecTV into a separate entity and spinning off WarnerMedia and merging it with Discovery, allows it to focus on just wireless and broadband. Comcast will eventually shed its own carrier business to focus on the other businesses such as its XFinity ISP and NBCUniversal.

Its the regional ISPs that will have a tougher time in my opinion. But that will lead to more regional players being bought up by larger players like Lumen (formerly CenturyLink).

And I agree ads won't go away, and have said so in other threads many time. As we're already seeing many streamers adding ad tiers as their low to medium cost options. So a majority of subs will end up with an ads one way or another.
 

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