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Disney CEO Bob Iger Staying on Apple's Board, Will 'Continue to Monitor' Situation
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Yeah, it's complicated, and I'm probably unrealistic in my expectations. I'm frustrated by the bundling of content creation and delivery. I'd love to be able to see my preferred content through my preferred service.You hate the fragmentation of the streaming market, but feel that the consumer would benefit from separation of services?
HBO is owned by AT&T now-- imagine if you could only see Game of Thrones, or Silicon Valley, or Veep or whatever over AT&T wireless... Will I eventually need a Disney Phone to see Finding Nemo?
You’re delusional if you can’t see that Apple TV+ is pretty much DOA. It has a laughable amount of content and that won’t change for months/years. If Disney can offer all of this for $6.99 a month, Apple will be laughed at if they charge more.
Netflix agrees with you which is why they have been hustling and dumping Billions into creating their own content.
Hopefully they'll generate enough of it, of high enough quality, to compete with Disney's massive content library and everyone else's out there. Given the choice between great content and mediocre delivery and great delivery of mediocre content, I know which way most people will go...
Completely agree. Disney just rocked the streaming players with this price in my opinion. Netflix just raised prices, hulu made some adjustments with live video tiers, and Disney just made it a day one subscribe and possibly a ton of annual subscriptions with that price point. We can argue content but apart from Netflix Original’s Netflix has a rotating catalog, same with Hulu and Prime. This is positive competition that favors the consumer who wants what Disney is offering.
It's very common. You need people with a wide variety of expertise to contribute their advice, and Apple and Disney weren't potential competitors until recently.
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Disney can afford to enter the market with a rock bottom price for Disney+. They have tons of cash, and existing content, to ride it out. Once they build a customer base, they will raise the price. Guaranteed.
I don't really see the conflict here. Apple is never going to compete with Disney. Disney only competes with Apple on an individual production level. I don't see Apple trying to become Disney, rather more like Amazon trying to offer added value for their products and services. Disney has a whole other agenda. The one place they may overlap is between Hulu and Apple which both seem focused on offering bundled subscription services so all of your TV is channel through a single app. However, I don't see that being a serious concern at all until all cable, satellite, and related services go away entirely, and that's decades away.
Its Disney. They already have a massive "straight to DVD" business. I can easily see that becoming, at least partially "straight to Disney+"
Nope, he will NOT be on the AAPL Board for very much longer !
Like I said yesterday, he clearly "outwitted" AAPL, & was probably helped tremendously by knowing what the competition (i.e., AAPL) was up to.
Would NOT be at ALL surprised if he is Forced Out by month's end.
Sure, I'm sure he would love to stay on.
Get that competitive advantage for as long as possible !
Like I said yesterday, he clearly "outwitted" AAPL, & was probably helped tremendously by knowing what the competition (i.e., AAPL) was up to.
Would NOT be at ALL surprised if he is Forced Out by month's end.
Sure, I'm sure he would love to stay on.
Get that competitive advantage for as long as possible !
this Disney vs Netflix war is going to be really interesting. On one hand Disney have the content and franchises. They also seem to be pricing a below cost to get a good head start. Something I feel Netflix will have to match so they aren’t out of the game.
The thing in Netflix’s favour will be that they commission programs based on the analytics they have. Disney is just pulling everything from everywhere.
So what matters most? What people “really” want to watch as expressed by actual analytics vs how cable and movie companies traditionally commission shows?
Also, Netflix are giving directors and producers more freedom. We are seeing shows that probably would never have been made coming from traditional cable/Disney owned companies.
Finally, Netflix spend a lot on regional programming whereas disney+ seems very American centric. I feel Netflix has spent billions putting up all these defences over the last 5 yrs knowing that Disney would come in like this.
Going to be a tough battle...
The thing in Netflix’s favour will be that they commission programs based on the analytics they have. Disney is just pulling everything from everywhere.
So what matters most? What people “really” want to watch as expressed by actual analytics vs how cable and movie companies traditionally commission shows?
Also, Netflix are giving directors and producers more freedom. We are seeing shows that probably would never have been made coming from traditional cable/Disney owned companies.
Finally, Netflix spend a lot on regional programming whereas disney+ seems very American centric. I feel Netflix has spent billions putting up all these defences over the last 5 yrs knowing that Disney would come in like this.
Going to be a tough battle...
Money isn't everything. Tim did a lot of damage to the company. Apple is peaking now and will go downhill. In a lot of ways they are already down. Stocks and customer satisfaction don't go hand in hand.
For business, yeah it is. Both companies’ primary goal is to increase shareholder value.
If customers are happy, the stock does well. Apple is doing very well, as I outlined with the numbers and facts.
Again, post some specific facts and not just your anecdotes and we will have a real discussion. Tim added $600B in shareholder value and did MANY more things to help the company than damage it. You crying about your Mac update or keyboards didn’t ruin the company.
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Disney is the king of content and owns FAR more content than Netflix and far better.
Disney also has much more money and cash flow than Netflix.
I predict pain for Netflix.
Apple is a wildcard and has A LOT of money to simply buy content they need, which is the name of the game. You need content, period. Netflix is burning cash with licensing fees and creating original content. It’s expensive and they need A LOT more.
Disney is winning in the content game. Their library is tremendous and massive.
LOL at all of you that equate their companies stocks price to their intelligence... THAT is hilarious.
Disney happens to be calling their offering "Disney+" and releasing in the fall, just like Apple TV+? We haven't heard everything about these two. I'd guess there will be a $10-12/mo combo offering and they're not competing as much as we might expect.
I am sure you have already seen when Steve Jobs talks about how did Xerox fail. You probably didn't understand it. History will repeat itself and now Apple plays Xerox's part.
Is it a possibility that Apple is buying back shares and keeping them to then trade in for Disney shares in a all share buyout?
Or doesn't it work this way?
Or doesn't it work this way?
Simply put, Disney has been making content for decades, while Apple just started. Disney knows what fans like and will enjoy the most, while Apple will experiment and risk.
It’s all that matters in business. What other evidence do you have? Cook’s job is to increase shareholder value and he’s done that better than Iger. For an investor, Cook is better than Iger.
You want them to take an IQ test? Play chess?
You have no evidence but still act so smug. I give facts and you dismiss them.