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If Disney offers their old shows, cartoons and movies, as well as the nonbastardized Star Wars movies, I will gladly pay $7.00 a month.

Same here. A lot of people including me and most of my friends all grew up watching Disney Channel. They have a ton of old great content from shows, cartoons, movies, I mean their library is endless. The best part is they own all the content so they don't have to only have it available for a limited time. That coupled with they put out new movies in theatres all the time meaning subscribers will have all this content available first and for $7?? it's seriously a no-brainer for Disney to have finally moved into streaming. I for one I'm hella excited for Disney +. I told my boyfriend we'll have to ditch netflix because we're definitely not paying for two services when we barely watch Netflix anyway.
 
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Disney can afford to price it so and run the streaming service at a loss, they will slowly run the competition down.
They expect 4-6B in loss per year atop 110+B in debt. They expect to have 60M subscribers by 2025. If Netflix keeps growing even with the family friendly only Disney+ at its heels, they'll surpass 250M subscribers by then.

Even with The Simpsons airing on Disney+ exclusively, I suspect episodes will be edited to remove profanity or other questionable material.
 
Netflix has me by the balls with it's excellent exclusives that are too many to name so yeah they shouldn't be worried. I'm not planning on switching anytime soon.
 
People are looking at this wrong. For those of you who still have a cable bill, what is worth the $100/month you are paying for that service? Historically it was because it was the only way to get "everything" and that included Live News and sports. But those days are over and the Networks are not being compensated the way they want from the cable companies (or netflix for that matter). So they are taking their best properties and going to try to get you to subscribe to them to have access. CBS was the first with Star Trek. Disney is going to use new TV series that are only available on Disney to drive you there. Netflix is relying on things like Orange is the new black, Stranger Things and other original titles you can't get anywhere else to hold your $$$$. HBO is going to double down with the GOT universe and soon there will be no place to go to get everything (certainly not Cable).
So without Disney IP can Netflix make compelling content you need to pay $15/month for? If you pay CBS for back catalog and new shows, NBC and Fox for the same where does that leave Hulu? And with cable not having access to all of this content who will offer "everything".

Truth is, probably nobody will be able to. You will have 7-10 services each for about $10 and be paying the same you paid to cable but maybe with fewer or no commercials.....yea!! winner!!

Apple and Amazon are going to try to make it easier for these different companies to all exist under one roof and each will offer their own content to suck people it. The one that will win that is the one with the best content who can sign the most other players onto their platform. Apple has the advantage of a billion plus devices and a popular streaming box. So I wouldn't count them out, nor would I discount the power Disney has.

Netflix has declared war with Apple, snubbing them for AppleTV+ and killing off AirPlay! Time will tell if that was a good move or a very poor one because Apple and Disney can run their services at a loss for a long time to get subscribers. I think Netflix should worry.
 
Netflix will just keep adding more voiceover subtitle crap shows and lose all their subscribers.
Seriously though why is there so many voiceover shows on Netflix now. I can’t get through half an episode of them no matter how good the show might be I just can’t.
Netflix might keep me around if they starting adding hi res audio titles. The Atmos shows are meh
 
They shouldn't be concerned about Apple TV+ but they should be concerned about Disney+.

If you buy a yearly membership it's less than half the cost of Netflix. Meanwhile, Netflix is going to be losing a lot of their Disney shows. When you have access to Disney, Pixar, Marvel, and Star Wars—plus potentially Fox at some point—for half the cost of Netflix, with a ton of new shows and a large back catalog, it's going to be a lot of content and people will be thinking long and hard about whether they really need a Netflix subscription because they are already drowning in content.
Someone on another site commented that Disney doesn't have much rated R or mature content so to think they'll come in and dominate the market with G rated content is absurd. I totally agree with them.
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Of course they're not. It's Netflix... One out of every three households in America alone subscribes. Hell I'm willing to bet nearly everyone reading this comment uses them in some way.
I agree, Netflix is a household name, to think everyone will abandon them because Disney and Apple TV+ doesn't really make sense. Plus as I commented above Disney will be mostly G content. I like horror, violence and so forth in my movies Disney doesn't offer that and I'm sure Apple TV+ won't either
 
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Well I wouldn't be concerned about Apple's service... I personally wouldn't spend a dime on that, but Disney... I'm will to throw extra $ for their platform.
 
I see Disney's move into streaming as Pure Genius !

At $7/month OR $70/year, it becomes a NO brainer decision for many.

And, Netflix is correct in saying they do NOT see it as a threat.

It's a specialty offering that will probably be perceived by many as EXTREMELY complementary to Netflix ... NO overlap of content types.

It was a Brilliant Move by Disney to price it where they have !

Within a month or two of launch, they become #2 ! ... NOT bad !
 
I'm an auditor by profession (I audit business financial statements for various business in various industries) and Netflix really ought to be worried. They have 20M in liabilities with only 9M in assets.
I'd suggest taking a look at whatever source you used to come up with those figures and double check you're looking at the right field and figure representation.

Though by your own professional opinion, Amazon is in danger too as they hold only 75B in current assets while holding down over 120B in liabilities. Disney holds 16.8B in assets and has 50B in liabilities. Microsoft holds 169B in assets and holds down 176B in liabilities. Apple has $131B in assets but holds down $258B in liabilities.

Netflix saw a revenue of $15.9 billion in 2018. After everything, they pocketed $845M and got a $22M federal refund. Netflix, much like Amazon, spends most of their money to expand, which also reduces their tax bill. Netflix spends around $13B a year on content, be their own or licensed out.


Too-long, Didn't Read: You forgot the values in thousands. It's cool; few sites list data like that.


The reality is that today's tech companies will spend as much and offshore money to reduce their tax bill and make it seem as if they're not profitable when they are. They just use legal methods reducing their tax bill among other things. All of these companies could show major profit they can pocket and distribute to investors, but the reality is if you don't grow enough and faster than the rest, you will be left behind.
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I like horror, violence and so forth in my movies Disney doesn't offer that and I'm sure Apple TV+ won't either
Hulu. Hulu will be housing the former Marvel series Netflix were producing. Not quite sure how long Netflix holds the streaming rights to the ones they produced. And even then I'm not sure if it's to be handed over post rights end or they'll sell the content to Disney. Disney may own the IP, but Netflix shot and produced everything. Anyone here an IP attorney?
 
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This could become a sea change in the way people pay for their media. The current thinking seems to be that people will subscribe to a couple of services for a year, that they’ll pay for Netflix and Amazon, or Netflix and Disney, etc. If these services offer a month-by-month subscriptions, and as more people get used to binge watching as a way to consume their media, there could be a move to people swapping subscriptions on a monthly basis.

A new Marvel movie release on Disney+ could see people take it subscription to that for a month, catching up on the content they haven’t seen then subscribing to Netflix the following month for the to watch the new Stranger Things series, and switching to Apple TV+ the month after for the new content over there and HBO the month after that.

The days of $100 per-month cable bills could be reduced to $7-$15 a month if people start switching services as new programming is released. Personally I’m on a month on/month off with Netflix and It’s halved my Netflix bill for the year.

“Chasing the new content” could become the new “cord cutting”
 
This could become a sea change in the way people pay for their media. The current thinking seems to be that people will subscribe to a couple of services for a year, that they’ll pay for Netflix and Amazon, or Netflix and Disney, etc. If these services offer a month-by-month subscriptions, and as more people get used to binge watching as a way to consume their media, there could be a move to people swapping subscriptions on a monthly basis.

That's one way to do it. In the era of cable contracts, it wasn't too hard to wiggle out of one if you complained about price and service quality. Everything has gotten more competitive. I pay roughly the same now as I did 10 years ago but get much more because even while my ISP provides cable and net, they're competing with other services that aren't cable. They also offer their own IPTV box now if you want it and a la carte packaging.


Though Prime Video is baked into your Prime subscription. At least in the US. I don't know about other countries.

A new Marvel movie release on Disney+ could see people take it subscription to that for a month, catching up on the content they haven’t seen then subscribing to Netflix the following month for the to watch the new Stranger Things series, and switching to Apple TV+ the month after for the new content over there and HBO the month after that.

The days of $100 per-month cable bills could be reduced to $7-$15 a month if people start switching services as new programming is released. Personally I’m on a month on/month off with Netflix and It’s halved my Netflix bill for the year.

“Chasing the new content” could become the new “cord cutting”

Though such frequent changes may trigger an abuse in these companies' systems.
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For those of you who still have a cable bill, what is worth the $100/month you are paying for that service?
250+ channels not including music channels and baked in HBO, Showtime, Live Sports in HD, etc. plus 400 Mbps down internet and three DVRs. I pay around $130/month. Going to gig internet will cost us an extra $15 a month or so but we really don't need it. It would be cool to say I have it, but that's it really. We pay an extra $60ish a month for an international satellite so we can get British, Italian, French, German, and other European channels. Some Australian and South American, too. It's like 200ish channels, I think. We subscribe to Prime and Netflix HD or whatever it's called.


Sounds expensive, but it's cheaper than how much we paid for renting or buying show sets prior to this.
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That is not good news. Guess I will have to continue to rely on the current copies that I have. Speaking of which, I need to put a hard drive copy of them in the safety deposit box. Star Wars Day is coming up on May 4th. :)
I've got VHS of the first few movies. Only to realize I have no way of digitizing it.
 
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IBM had a similar attitude with Microsoft, and we all saw how that unfolded. Arrogance is rarely a good thing.
 
Lesson one. Never say you’re concerned over a new competitor.

What can Netflix even do about it anyways? Just keep being Netflix. They knew it was coming. They decided to double down on content. It’s not like they have much of a choice.
 
Netflix is so not concerned about Disney, they torched and canned all of their Marvel series, including the well-received and watched Daredevil, just to salt Disney:

That’s why they canceled all their marvel shows right…:rolleyes:

Disney owns the rights to Marvel, and Disney is pulling all their content off Netflix by the end of this year.

It doesn't make financial sense for Netflix to pour money into developing Disney owned properties. It's better for Netflix to spend money on content they get to own and control. That's why Netflix cancelled the Marvel shows.

Besides, of the Marvel shows, only Daredevil made the top 10 streamed shows on Netflix. It was #7

https://finance.yahoo.com/news/excl...shows-investors-shouldnt-worry-131128546.html

As much as I've enjoyed most of the Marvel shows, they weren't what was attracting and bringing in the subscribers. It was the Netflix original non-Marvel shows.

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Of course they're not. It's Netflix... One out of every three households in America alone subscribes. Hell I'm willing to bet nearly everyone reading this comment uses them in some way.
Horses weren't afraid of cars, everyone had a horse, how could they be replaced? Not the best logic.
 
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