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Disney's Streaming Services: Disney+ (and Hulu, ESPN+, Star, & hotstar)
- Thread starter MisterPenguin
- Start date
Detailed accounting for Disney's streamers for the past 3 years on a spreadsheet...
And this is what got Chapek in trouble...
And this is what got Chapek in trouble...
Disney Irish
Premium Member
I don't know if that is the only reason, but certainly one of the reasons. I'm sure there is truth to the other political intrigue regarding his being let go, many rumors out there.
Disney Irish
Premium Member
Here is the article/interview -
Everything is on the table now with Hulu, Disney CEO Iger says
Bob Iger said that "everything is on the table" as Disney considers whether to buy the rest of Hulu from Comcast.
www.cnbc.com
I wouldn't expect him to say anything different, has to be seen as doing his due diligence. With that said I don't see very many scenarios at this point where Disney doesn't end up with 100% of Hulu at the end of this. They've invested too much into Hulu just to sell it.
MarvelCharacterNerd
Well-Known Member
Such a good show. Never as spooky as it's marketed to be, but a solid genre family show nonetheless.
_caleb
Well-Known Member
How much will it cost for Disney to buy the rest of Hulu?Here is the article/interview -
Everything is on the table now with Hulu, Disney CEO Iger says
Bob Iger said that "everything is on the table" as Disney considers whether to buy the rest of Hulu from Comcast.
I wouldn't expect him to say anything different, has to be seen as doing his due diligence. With that said I don't see very many scenarios at this point where Disney doesn't end up with 100% of Hulu at the end of this. They've invested too much into Hulu just to sell it.
If Disney took all of its content (and anything other owners would license to Disney for cheap) and put it on D+, would what's left of Hulu be worth anything?
doctornick
Well-Known Member
Disney agrees to a minimal valuation of $27.5 for all of Hulu, meaning they would need to pay Comcast at least $9.1M for their third of the company.
If Disney were to sell Hulu, I would expect they would have to include all of the Hulu originals plus probably most of the currently licensed programming which is already on there in order for Hulu to retain its value for a sale and be worthwhile for anyone to buy it. Disney might be able to pull back some more general programming on there and put it on Disney+ as part of a "Star" type offering, but I think if they take too much it would devalue Hulu too much.
They might be able to retain the Hulu originals for Star internationally since Hulu does not currently exist in foreign markets.
epcotWSC
Well-Known Member
Disney thought they could make it big with Streaming. It was a horrible move. They could have made more just selling their content to Netflix and Amazon. Heck, even YouTube got out fast once they realized that rivaling Netflix (not that they're doing particularly wonderful right now) wasn't worth the hassle. It's easy enough to attract families with young kids who are just throwing on Mickey Mouse on repeat, but even then kids are more and more just finding YouTube channels with unique content to watch.
My almost 4 year old, for example, probably splits between Disney & others maybe around 25/75. I feel like my wife forces more Disney on her than she would have cared about otherwise. My siblings' kids that are older, I don't know if they even watch much Disney at all besides the movies. I can assure you that their biggest interests are not Disney, though. Disney isn't churning out top tier kids content at the rate they were in the 90s (not just movies, but TV shows too) and even if they did, they don't put their newest stuff on Disney+ anyway. The content just isn't there and all of the adult oriented content is hit or miss it seems.
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Umm.. you have some facts off as part of your analysis.
Disney is indeed nearly rivaling Netflix in the number of subscriptions. As mentioned above, just a two and a half dollar increase in sub fees makes D+ profitable precisely because they have been so successful in attracting subscribers.
Also, ad revenue hasn't even begun to be counted.
Also, dissecting D+ in terms of what children want or will watch ignores that 60% of D+ subscribers are households without children.
epcotWSC
Well-Known Member
Disney lost subscribers for the first time last quarter. Disney is considering licensing some of its content to other streaming services. Doesn't sound very much like a company that's going to just raise prices by $2.50 in today's economic climate and be good to go.
Again, get your facts... more nuanced.
The number of subs in the U.S. and most of the world went *up* last quarter. These subs are the important ones because their ARPU (average revenue per user) is high. The losses of subs were mostly in India where Hotstar+ lost a big part of the cricket licensing. And the ARPU in India is low (tho, Hotstar's ARPU did also go up since last quarter) so, its effects on total revenue was minimal.
Despite the overall losses of subs, TOTAL REVENUE WENT UP from last quarter.
That's why Netflix, Wall Street, and now Disney, no longer trumpet total number of subs as the most important statistic. Everyone's watching revenue, expenses, and net profit/loss. And in this past quarter, the net loss decreased.
Disney raising its price by 2.50 still makes it cheaper than Netflix so, it's not unheard of people paying that much. And again, there's ad revenue that will start becoming significant starting next quarter.
In today's "economic climate" if it indeed goes south, will see people turn to less expensive forms of entertainment, like home video, than expensive trips. That'll hurt the parks, but be a boon for streaming.
Last quarter, the numbers under Chapek caused Wall Street to lose faith in D+ and the stock tanked. The numbers just reported under Iger did not see the same flight. So, Wall Street seems to be fine with their analysis, unlike yours.
"HBO content, including tentpoles such as House of The Dragon and Succession, is on the verge of moving from Indian platform Disney+ Hotstar, where it has been streaming since 2016, according to local industry sources.
The move seems to be in line with Disney CEO Bob Iger’s announcement of a restructuring and cost-cutting at the company. While HBO content, in particular Game Of Thrones, helped Disney+ Hotstar build its subscriber base when it first launched a pay tier, English-language content is still considered a niche market in India.
At the same time, the Disney-owned platform is under pressure to reverse its subscriptions decline with more mass market content. Although it remains India’s biggest streamer, Disney+ Hotstar’s subscription base dropped by 6% to 57.5 million during the quarter ended December 31, 2022. The decline is partly attributed to the loss of the Indian Premier League cricket tournament, which was bagged by Viacom18 last year in a $2.6BN deal.
Indian industry analysts are speculating that Prime Video would be a natural fit for the HBO content – either as part of its SVoD service or with the launch of HBO Max as part of the Prime Video Channels offering in India."
Full article below.
deadline.com
The move seems to be in line with Disney CEO Bob Iger’s announcement of a restructuring and cost-cutting at the company. While HBO content, in particular Game Of Thrones, helped Disney+ Hotstar build its subscriber base when it first launched a pay tier, English-language content is still considered a niche market in India.
At the same time, the Disney-owned platform is under pressure to reverse its subscriptions decline with more mass market content. Although it remains India’s biggest streamer, Disney+ Hotstar’s subscription base dropped by 6% to 57.5 million during the quarter ended December 31, 2022. The decline is partly attributed to the loss of the Indian Premier League cricket tournament, which was bagged by Viacom18 last year in a $2.6BN deal.
Indian industry analysts are speculating that Prime Video would be a natural fit for the HBO content – either as part of its SVoD service or with the launch of HBO Max as part of the Prime Video Channels offering in India."
Full article below.
HBO Content Set To Move From Disney+ Hotstar In India
EXCLUSIVE: HBO content, including tentpoles such as House of The Dragon and Succession, is on the verge of moving from Indian platform Disney+ Hotstar, where it has been streaming since 2016, accor…
deadline.com
doctornick
Well-Known Member
They absolutely could have "made more money" by not bothering with streaming.... in the short term. But this is a long term investment with very high upside. They expect to be profitable in streaming by sometime in 2024 which is quite achievable. If they can retain current membership, they only need to get $2-3/mo more per sub to be in the black. And if D+ ends up something like $13-15 a month, that's currently in line or less than other services like Netflix or HBO Max so it isn't some unrealistic pricing.
Saying that Disney shouldn't do streaming is like arguing they shouldn't have build their own theme parks but just licensed the characters to a third party (like how DC comics does with Six Flags). Sure, it would be a steady state of revenue but much less upside. Isn't the company better for having invested and developed their own theme parks?
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Kiff, a new animated series, will premiere on Disney+ March 15th. Here's the new official trailer.
Here's the description of the series from Disney -
"Kiff" is a nutty animated buddy-comedy about an optimistic squirrel Kiff and her chill bunny bestie Barry. From creators and executive producers Lucy Heavens and Nic Smal, the series follows Kiff and Barry as they navigate school, relationships and their often-eccentric community in Table Town, a world where animals and magical oddballs tackle day-to-day life together. Inspired by the people and places Heavens and Smal experienced when they were growing up in Cape Town, South Africa, each half-hour episode, comprised of two 11-minute stories, includes a new original song.
Here's the description of the series from Disney -
"Kiff" is a nutty animated buddy-comedy about an optimistic squirrel Kiff and her chill bunny bestie Barry. From creators and executive producers Lucy Heavens and Nic Smal, the series follows Kiff and Barry as they navigate school, relationships and their often-eccentric community in Table Town, a world where animals and magical oddballs tackle day-to-day life together. Inspired by the people and places Heavens and Smal experienced when they were growing up in Cape Town, South Africa, each half-hour episode, comprised of two 11-minute stories, includes a new original song.
“Disney is passing the puck to an unlikely player in a bid to pair some of its younger viewers with live sports TV.
On March 14 at 7 p.m. ET, ESPN will make available a live telecast of a match between the Washington Capitals and the New York Rangers on the Disney Channel and Disney XD cable outlets as well as the Disney+ streaming service — and kids might just see it as another fun program. That’s because the game, the “NHL Big City GreensClassic,” will be animated and feature a few characters from the popular cartoon series “Big City Greens.” A more traditional version of the game will be available on ESPN and ESPN+.”
Full article below.
variety.com
On March 14 at 7 p.m. ET, ESPN will make available a live telecast of a match between the Washington Capitals and the New York Rangers on the Disney Channel and Disney XD cable outlets as well as the Disney+ streaming service — and kids might just see it as another fun program. That’s because the game, the “NHL Big City GreensClassic,” will be animated and feature a few characters from the popular cartoon series “Big City Greens.” A more traditional version of the game will be available on ESPN and ESPN+.”
Full article below.
Disney Will Animate ESPN Coverage for Disney Channel to Get Kids Into Hockey
Disney is passing the puck to an unlikely player in a bid to pair some of its younger viewers with live sports TV. On March 14 at 7 p.m. ET, ESPN will make available a live telecast of a match betw…
variety.com