There are plenty of big questions Disney still has to answer about its streaming platform, Disney+. UBS says these are the most important.
UBS raised the biggest questions Disney has to answer about its upcoming streaming service at its Investor Day this week in a Sunday report.UBS analysts project the service to gain 5 million subscribers in the first year, but see potential risks to those estimates., is hotly anticipated, but little is still known about the specifics of the service., including"Star Wars" and Marvel shows.
"We believe Disney will set the price low to attract subscribers quickly in the U.S. and [the rest of the world] while built in growth in content available on the platform, through the film slate and expiring licensing deals, gives it the power to raise prices over time," the analysts said."We expect the company to ramp production and have up to 10 movies & 10 TV series within the first year of launch for a total cost of ~$800M," UBS analysts said.
UBS expects that all Disney and Fox content will"forgo third party licensing as it migrates to Disney+ or Hulu." But Disney's Hulu plans remain one of the biggest questions the company has yet to address. After the Disney-Fox merger, Disney now owns 60% of the streaming service, and will likely pursue complete ownership.
"We believe Disney would like to own 100% of Hulu and see potential for Disney to announce the acquisition of AT&T's 10% stake at the investor day," analysts said."AT&T has signaled its intention to monetize the Hulu stake ."Hulu, as well as ESPN+, with Disney+ during an earnings call last year. "If a consumer wants all three, ultimately, we see an opportunity to package them from a pricing perspective," Iger said."But it could be that a consumer just wants sports or just wants family or just wants the Hulu offering, and we want to be able to offer that kind of flexibility to consumers."simply click here to claim your deal and get access to all exclusive Business Insider PRIME content.
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