Disney's Streaming Services: Disney+ (and Hulu, ESPN+, Star, & hotstar)

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster
I guess healthy in terms of Disney has now got it to the point of being sustainable, can self fund itself and not require cutbacks elsewhere in the company.
Well, just not being in the red satisfies that goal.

Iger has "as profitable as Netflix" as his goal.

Disney streamers still have room to improve financially:
  • better algorithm of suggestions
  • more people on the more profitable ad tier
  • fully integrate Hulu and ESPN
  • be part of more bundles (bundling customers are less likely to 'churn')
  • get Venu out from the Fubo suit and up and running
  • get their interactive gambling venture going (unfortunately)
  • finish their sharing clampdown
  • keep raising prices until they find the tipping point
 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster

 

BrianLo

Well-Known Member
So between the hefty price hikes, account sharing clampdown, full ownership of Hulu and cutbacks in staff and productions, they are surely going to be into healthy profit at the next quarterly results?

In a nut shell, that's the goal.

Though we won't really see it reflected properly until Q1 2025 (reported in February 2025), I certainly do think we are overdue for proper forward guidance on DTC. Particularly since our five year guidance now lapses with this quarter. They should have enough reasonable early data by this call in November to start providing that.
 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster




 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster




 

Disney Irish

Premium Member
They only removed the first four films, Dial of Destiny is still available. I could be wrong, but the first four were said to be available for a limited time.
BTW, I think it should be added and explained that the first four films are over on Paramount+. So its likely Disney just had a short-term licensing deal with Paramount for when Indy 5 was released, as Paramount still retains the distribution rights to them. So that is why they were removed, the short term deal expired and now only the Disney Indy film remains.
 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster


 

Disney Irish

Premium Member
Simple, eliminating redundancy and trimming the "fat" as it were to reduce costs while refocusing and reinvesting in the units that do make money (and awards) for the company. Its a streamlining of the company, something that should have been done long ago, and makes perfect sense post-21CF.
 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster












 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster












 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster








 

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