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Right, and people on here also seem to forget that they own ESPN. There are seemingly endless ways that Disney could package their content in ways that it would
by dkrich 9y ago
Right, and people on here also seem to forget that they own ESPN. There are seemingly endless ways that Disney could package their content in ways that it would appeal to customers in every segment.
Sell ESPN with SEC Network, ESPN 2, and all of its networks as a standalone service to sports fans who don't care about the rest of Disney's offerings.
Sell Disney's older catalog plus kids shows on demand for people who don't care about sports but have kids.
Sell a package with everything for people who fall into both camps for a discount.
This still leaves their existing movie business completely in tact.
I honestly think this is a great move on Disney's part. Netflix needs Disney more than Disney needs Netflix. Disney owns the most valuable content portfolio in existence. Netflix has a large customer base and a growing library of its own content, but at the end of the day people shop for cable/streaming packages based on whether ESPN/ABC/Disney is included.
- peter303 9y agoESPN viewership is dropping. As the largest asset of Disney it drags their stock down. Most other Disney assets are printing money, but not enough to compensate ESPN. https://en.m.wikipedia.org/wiki/List_of_assets_owned_by_Disney https://en.m.wikipedia.org/wiki/List_of_assets_owned_by_Disn...
- dkrich 9y agoI think this ESPN story is overblown. ESPN is itself printing money, it's just been in decline because of cord-cutting. But that's just recent history. Everyone can see that the cable tv industry is going to be replaced by streaming. When that happens, content owners like Disney will be able to sell directly to the consumer without the middleman. I actually think ESPN viewership will increase as more people are liberated to sign up for just ESPN and not NBCSN, Fox Sports Regional, and every other sports channel you're forced to pay for with cable.
- deleted 9y ago[deleted]