Offering Disney+, Hulu and ESPN+ together takes direct aim at Netflix's standard plan — but it also could hasten cord-cutting and 'hurt' Disney as it negotiates new carriage fees for its (still very profitable) linear channels.
Offering Disney+, Hulu and ESPN+ together takes direct aim at Netflix's standard plan — but it also could hasten cord-cutting and"hurt" Disney as it negotiates new carriage fees for its linear channels.
"The rollout will affect pay TV negotiations. How could it not?" says analyst Jimmy Schaeffler of the Carmel Group. "Nothing will be negotiated without the cloud of Disney+ hanging over meeting rooms." At $5.99 a month with ads, Hulu has attracted 28 million subs, Disney CFO Christine McCarthy said Aug. 6, while ESPN+ at $4.99 monthly has 2.4 million. For an extra $2.01, consumers should flock to the upcoming bundle. "Subscriber growth at these services will be key to investor enthusiasm," says Morris, despite them being a loss-leader, for now.
“Will Disney+, ESPN+ and Hulu hurt Netflix and its ilk? Yes, it will — significantly,” says Schaeffler. “The folks at Netflix, and their shareholders, should be very worried. Their lives are about to change.”
France Dernières Nouvelles, France Actualités
Similar News:Vous pouvez également lire des articles d'actualité similaires à celui-ci que nous avons collectés auprès d'autres sources d'information.
Why 'Seinfeld,' 'Friends' and 'The Office' are the weapons of choice in streaming warsHulu’s streaming rights for “Seinfeld” don’t expire until 2021, but some studios are already looking into acquiring them. Why? The under-35 crowd watches old shows like 'Seinfeld' and 'Friends' online as if they’re new.
Lire la suite »
'The Lion King' Just Broke A Disney Box Office Record, But I'm Not Sure Which One'The Lion King' is either the biggest animated movie of all time or Disney's biggest 'homegrown' live-action grosser ever. Either way, it's about to pass 'Harry Potter 7.2' and 'Black Panther.'
Lire la suite »
Why trains are not always as green as they seemThe “flight-shame” movement encourages travellers to go by train instead of plane. But not all rail lines are environmentally friendly
Lire la suite »