Disney+ likely bigger concern than Hulu at this point, says Epyllion's Matt Ball
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- Опубликовано: 9 май 2023
- Matthew Ball, Epyllion CEO, joins 'Closing Bell Overtime', to discuss Disney earnings, a possible Hulu buyout, and the state of the streaming space. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/2NGeIvi
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The ideal situation is to maintain Hulu's status quo and to add more legacy content owners into the ownership/capitalization structure. Then, Disney should move almost all Disney-owned content to Disney+ and offer Hulu's third-party licensed content as a paid add-on to members globally.
The Walt Disney Company said, from the outset, that Disney+ will reach profitability in 2024.
Netflix lost billions upon billions of dollars for more than a decade before that streaming service broke even. Disney+, conversely, is only a little more than three years old, and the service has already cemented itself as one of the winners of the Streaming Wars because the global subscriber base is now so large. Disney+ will easily increase ARpU and reduce costs, especially as the also-ran services abandon their SVoD ambitions and as industry demand for content subsides.
The Streaming Wars were always going to be wars of attrition.
Buybuy
Disney Park s are packed all the time Disney cruise also no dividend they making money
DIS should dump DIS+. It's a money pit that isn't going to make money in the next three years, and maybe not the next five years.
That's ridiculous.
@@lyndakorner2383 screenshot this, and lets revisit.
Funny how streaming lost happen right when the company was publicly knee deep in woke ish. Better learn from Bud W. Stay out of politics!!
You really shouldn't comment when you obviously have no idea what you're talking about.
WOKE = Broke Disney!! I canceled my Subscription....