So did Blockbuster, once upon a time. But I wouldn’t worry too much about them. They have a deep library of shows, new once’s coming all the time, unavailable anywhere else.
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Disney CEO Bob Iger Staying on Apple's Board, Will 'Continue to Monitor' Situation
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Hulu, the service 2/3 owned by Disney? Not sure how it will play out, but I am also not sure it matters. I see lots of people speculating on how Apple TV+ will do, how much it will cost, what Apple can or cannot charge, etc. with no information other descriptions of some of the shows they announced.
I have no idea if it will be successful, but I also have no idea how the much they will charge for it, if it will include any other services or any other details. It would not be a shock for me if the service were bundled with some other services, or just free on iOS (as has been suggested).
I look forward to hearing the details and making my decision.
Because when you have a corporation you want to have it overseen by people who are not employees and are independent. Otherwise senior management doesn’t have any checks on their actions. You also want to have people with a wide range of experience to advise the company. You will have some members of management like the CEO on the board but most directors should be outsiders.
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Ironic isn’t it?
Except we know this doesn't happen, which is why the studios are no longer allowed to own movie theaters.
All that ends up happening is that smaller content producers have no avenue to distribute their content, and are forced into unsustainable deals with major studios for releases.
Consumers are forced to subscribe to multiple different services - which increases the overall cost to the consumer.
This sounds ok but this is the service I really want on Apple TV plus - unfortunately not available in Australia
https://www.britbox.com/help
https://www.britbox.com/help
And they are burning through their money to produce those new programs to the tune of billions of dollars a year. Meanwhile one of their primary sources of revenue is declining, DVD rentals, and their subscriber base has stagnated. Yes they have a deep library of shows, but much of it is "B" level at best, if not worse. They have a few hit shows like everybody else, but no other sources of income, except a huge loan to support themselves.
Once all the third party content is stripped away by the major studios for their own services, Netflix is likely to be less attractive to their customers, especially at premium prices. There's only so many times one can watch HOUSE OF CARDS, NARCOS, and STRANGER THINGS. At some point, Netflix won't be able to make their loan payments after the subscriber base leaves for other options, and then someone will buy that deep library to add to their own.
He leaves the room any time media comes up.
He's likely on the board because Disney bought Pixar and gave Steve Jobs a controlling interest of Disney stock.
Disney+ sounds very lame as well especially when compared to Netflix.
Instead of making yearly Star Wars movies how about spending more time writing a good story. It seems like Disney only wants to squeeze money out of the Star Wars franchise instead of making great movies.
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Seems like the consumer is the loser in this game.
Unlike the Google guy on the Apple board during iPhone development, followed by a direct competitor with vastly higher unit sales, Eiger is in a niche product line where every player knows everyone else's assets and immediate plans. Besides Laurene owns more of DIS than anyone.
The sleeper is one of the Fox entertainment assets with foreign streaming and 300m subs and growing over 100%. Wait for it . . . .
The sleeper is one of the Fox entertainment assets with foreign streaming and 300m subs and growing over 100%. Wait for it . . . .
Netflix is purposefully spending money to get into the red to make content. They are "losing" money on purpose. Disney is estimating to have 60-90 million subscribers by 2024. That is 5 years away. And that estimate people tout is based on the current $6.99/month price. Which doesn't go into detail on how many screens/devices it covers and what the streaming quality will be like. It is ad-free, though. At the end of Q4 2018, Netflix stated they had 148 million subscribers globally, of which 60.55 million represented the United States. Netflix has been adding 10-20 million new subscribers globally every four quarters.
It used to be cheaper for Netflix to acquire content on a contract basis. It is now getting cheaper to purchase, hire and produce their own content rather than lease content. Netflix originally paid $30M for a lease to the show Friends for many years. They renewed a 1 year lease through the end of 2019 for $100M for that same show.
You do the math.
This has a bit more news about Disney + including the fact that Disney owns a majority stake in Hulu. The website is called Cartoon Brew. The points I hadn't seen before was that only a handful of Disney Classic Animation movies would be available at launch, though 500 are supposed to be in the library within a year, and that DVD's and BlueRays WILL still be available.
Sure, I am own parts of AAPL, DIS, and MSFT, just to name a few.
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Earnings are all that matter in business. It’s confirmation of a job well done and the reason business exists. Sorry for bringing you a dose of reality.
Exactly what else are CEOs measured by? Increasing shareholder value is their only job. I don’t care what their IQ is...if they make me money, they are a good CEO.
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I know all about it. I own DIS shares and love the company, but they were late.
Disney will hurt Netflix because of their superior content. I think Disney is the content king. No one owns a larger and better content library.
Apple is not there yet, but content is about money. I’d rather be Apple because I could be Apple and write a check for Disney...literally. That is the power of Apple...they can buy any content they want, including the leader in content.
Am I the only one who jump between tv services?
Already seen what I want to see on Netflix so cancelled that and will go back to HBO for a few weeks. Then I’ll swap to something else.
I’ll go back to Netflix when umbrella academy is back, and then I’ll catch up on other stuff I missed. If Apple have good series I’ll watch them. But I will not subscribe forever.
Guess Disney will be different since they are so incredibly strong on the kids market. For families that will be a must have.
Also there seems to be some sort of misunderstanding about how investments work. Money is king.
Imagine if your pension fund was investing in Apple shares.
What would you like to see when you retire?
A lot of money or a smaller amount of money but nice fluffy memories of a wide array Apple updates?
Investors have one language: money. And here Tim has done well.
Also interesting that so many want Tim to go but none have a replacement.
Already seen what I want to see on Netflix so cancelled that and will go back to HBO for a few weeks. Then I’ll swap to something else.
I’ll go back to Netflix when umbrella academy is back, and then I’ll catch up on other stuff I missed. If Apple have good series I’ll watch them. But I will not subscribe forever.
Guess Disney will be different since they are so incredibly strong on the kids market. For families that will be a must have.
Also there seems to be some sort of misunderstanding about how investments work. Money is king.
Imagine if your pension fund was investing in Apple shares.
What would you like to see when you retire?
A lot of money or a smaller amount of money but nice fluffy memories of a wide array Apple updates?
Investors have one language: money. And here Tim has done well.
Also interesting that so many want Tim to go but none have a replacement.
Employee happiness
Job opportunities
Influencing
Giving back
Just a couple of other metrics that CEOs are also judged by people that aren’t stock traders
Data Apple isn’t doing those things? Apple runs on 100% renewables...that’s giving back. They employ tons of people, influence the industry, donate money, promote from within, etc.
Hate on.
Hold on, you believe at $6.99 a month Disney is making a profit
Disney+ is priced as a loss leader to capture as many customers away from the competition, once Disney get their wish and I suspect their will, it is going to want to dominate this space by buying out or steamrolling the present completion. Eventually profits in 5-8 years.
Wonder if Apple will buy Disney? They could be a good fit (family focussed and mass market).
Perhaps Apple TV+ is simply an expensive research project for Apple to decide if they want to own a huge media company!
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Perhaps Apple TV+ is simply an expensive research project for Apple to decide if they want to own a huge media company!
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Uk resident here and apparently they are going to do so, but it’ll mostly be archival & have their content on it when it the free streaming window ends (so I’d assume that the subscription price is going to be less than £5 pcm).
I think we all expect the big boys to crush to the new guys every time they come in. We expected it with Microsoft vs google, apple and Spotify etc...
It doesn’t always happen. The reality is there is enough diversified content between Disney, Netflix and amazon for everyone to exist.
If anything, Netflix has gone for a more mature, edgy type of content strategy and also far more international than Disney, amazon or apple are ever going to get.
Disney’s deal seems to favour families and is very American centric. A lot of Netflix’s growth has been outside the USA.
There are many places you can see Star Wars or marvel stuff, the cinema, cable etc... but there’s only 1 place to see anything Netflix make and that’s on Netflix. I think there is value in that.
Neither does your beloved Apple:
https://www.radiotimes.com/news/on-...t-is-it-tv-shows-movies-launch-releases-cost/
My point was that Apple is still negotiating for content and we do not know what it will have when they go live.
You are probably correct but I think we have to wait and see the final product.
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But do we know yet what Apple will have for content ?
