Disney+ (launching Q4 2019)

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Ultimate Geek
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#2214879 11-Apr-2019 10:26

Disney+ is launching in November according to Wall Street Journal.

https://www.wsj.com/articles/to-battle-netflix-disney-goes-for-the-big-remake-itself-11554909176

http://www.speedtest.net/result/7315955530.png

wellygary

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#2215090 11-Apr-2019 15:42

Zepanda66:

Disney+ is launching in November according to Wall Street Journal.

https://www.wsj.com/articles/to-battle-netflix-disney-goes-for-the-big-remake-itself-11554909176

Disney are holding an "Investor day" presentation on Thursday (US time) (our tomorrow) and it is expected more details will be confirmed then..

ockel

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#2215094 11-Apr-2019 15:46

wellygary:

Zepanda66:

Disney+ is launching in November according to Wall Street Journal.

https://www.wsj.com/articles/to-battle-netflix-disney-goes-for-the-big-remake-itself-11554909176

Disney are holding an "Investor day" presentation on Thursday (US time) (our tomorrow) and it is expected more details will be confirmed then..

"The event, focused on the Company’s direct-to-consumer streaming services including the upcoming Disney+, is scheduled to begin at approximately 5:00 p.m. ET / 2:00 p.m. PT and conclude by 8:30 p.m. ET / 5:30 p.m. PT."

So I would think that there is more than an expectation of details - 3.5 hours of pure direct-to-consumer presentation.

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Zepanda66

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#2215543 12-Apr-2019 09:39

Disney+ confirmed will be Global but not at launch will be ad free.

http://www.speedtest.net/result/7315955530.png

ResponseMediaNZ

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#2215666 12-Apr-2019 12:20

https://www.thewaltdisneycompany.com/disney-spotlights-comprehensive-direct-to-consumer-strategy-at-2019-investor-day/

Disney+ service, which will launch in the U.S. market on November 12, 2019, at $6.99 a month.

Following its U.S debut, Disney+ will rapidly expand globally, with plans to be in nearly all major regions of the world within the next two years.

wellygary

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#2215753 12-Apr-2019 14:05

Zepanda66:

Disney+ confirmed will be Global but not at launch will be ad free.

Given Disney's deep linking of merchandising its IP across everything from Drink bottles to Theme parks, It could be argued that content on Disney+ will be entirely ads.... :)

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wellygary

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#2215759 12-Apr-2019 14:13

ResponseMediaNZ:

Following its U.S debut, Disney+ will rapidly expand globally, with plans to be in nearly all major regions of the world within the next two years.

Sky signed a "multiyear" deal with Disney in 2015, which must be close to coming to an end..... I wont hold out much hope in it being renewed... https://www.stuff.co.nz/business/68343641/null

So that another arrow sticking out of Sky's corpse....

tdgeek

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#2215761 12-Apr-2019 14:16

wellygary:

ResponseMediaNZ:

Following its U.S debut, Disney+ will rapidly expand globally, with plans to be in nearly all major regions of the world within the next two years.

Sky signed a "multiyear" deal with Disney in 2015, which must be close to coming to an end..... I wont hold out much hope in it being renewed... https://www.stuff.co.nz/business/68343641/null

So that another arrow sticking out of Sky's corpse....

Same with Netflix, their deal runs out 31 Dec 2019 by the looks. Is this the first SVOD that is owner of the content direct to the public? Interesting they have Hulu involved

ResponseMediaNZ

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#2215776 12-Apr-2019 14:24

tdgeek:

wellygary:

ResponseMediaNZ:

Same with Netflix, their deal runs out 31 Dec 2019 by the looks. Is this the first SVOD that is owner of the content direct to the public? Interesting they have Hulu involved

I Believe so although you could say Netflix with their own content is doing that, not really interesting about Hulu as its part owned by Disney (60% Stake)

Zepanda66

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#2215806 12-Apr-2019 15:01

Here's a look at the interface.

http://www.speedtest.net/result/7315955530.png

wellygary

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#2215808 12-Apr-2019 15:05

Zepanda66:

Here's a look at the interface.

Talk about channelling "Apple TV" ...

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#2215878 12-Apr-2019 17:12

Apparently its going to include all seasons of The Simpsons at launch. Cant wait to re watch the classic original seasons.

rugrat

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#2216929 14-Apr-2019 11:42

https://www.bloomberg.com/news/articles/2019-04-12/netflix-just-dropped-8-billion-in-market-value-on-disney-news

Neflix lost 8 billion dollars in share value (5% down), Disney gains 25 billion dollars in share value.

Disney gain 11.9% - 210 billion Gone up to 235 billion.

Story didn’t give percent gain in Disney shares, so hope I worked it out right.

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#2217107 14-Apr-2019 21:34

Another part of the infamous 'Death By A Thousand Subs'.

tdgeek

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#2217166 15-Apr-2019 07:57

I said this on another thread, it also is relevant here

This is interesting A study by Ovum analyst Tony Gunnarsson cited at the recent NAB trade show noted that the majority of consumers will subscribe to only 2.25 streaming services, leaving many players out in the cold.

We are looking at 6 or 7 services, 2.25 are used on average per consumer. Yes, some players will be out in the cold, or will they. If the 2.25 is relatively evenly spread, then all of them will be out in the cold. If 2.25 is about 1/3 of the SVOD mainstream services, then 2.25 is like the size of the market suddenly reducing by 67% . The other factor is if the 7 services have a nice spread of very cool content, then the average consumer is foregoing 2/3 of what they would like to watch.

In short, the growth of streaming will be a fail for providers and for consumers

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