4 ms·

> What is the hit rate of Hollywood? Look at Disney. > It’s difficult not to look at Disney’s record-breaking year, securing eight of the top 10 highest-gross

> What is the hit rate of Hollywood? Look at Disney. > It’s difficult not to look at Disney’s record-breaking year, securing eight of the top 10 highest-grossing films of 2019 domestically https://www.theverge.com/2019/12/23/21034937/disney-star-wars-box-office-2019-marvel-pixar-star-wars-avengers-lion-king-frozen https://www.theverge.com/2019/12/23/21034937/disney-star-war... It seems to be a well oiled machine. Their streaming service is no exception. The Mandalorian show, run by Jon Favreau (director of Iron Man and The Lion King) is the most streamed television show in recent history, eclipsing the popularity of Game of Thrones and Netflix's darling, Stranger Things—and that's their first at bat. https://observer.com/2019/12/the-mandalorian-episode-5-disney-plus-ratings-viewership/ https://observer.com/2019/12/the-mandalorian-episode-5-disne... The only media sector where Disney's dominance isn't currently felt is video games—the biggest sector of entertainment by total revenue—where Disney's strategy seems to have been lacking for decades, and where it has not been able to acquire itself out of muddling performance. They were able to outsource a hit with the recent Star Wars Jedi: Fallen Order game however, so maybe that will change.

oblio 7y ago
Hollywood is more than just Disney and Disney is the exception.
- doomlaser 7y ago
  In a discussion of Netflix's poor original content hit-rate, an example of a direct competitor's massively higher hit-rate seems apt. How does Disney's strategy result in better performing content, and how could Netflix learn from it? Is it something wrong with their executive team, or is it just poor strategy, or is it something else? Netflix has taken on enough debt to finance original content that their performance track record in that domain should make investors ask these questions. https://variety.com/2019/digital/news/netflix-debt-junk-bond-2-billion-content-spending-1203377007/ https://variety.com/2019/digital/news/netflix-debt-junk-bond...
  - baby 7y ago
    how much content does Disney produce? It seems relatively small compared to what Netflix produces but I might be wrong.
    - doomlaser 7y ago
      Beyond Disney proper, there's: Disney Theatrical Group, Walt Disney Television, Radio Disney, ESPN, FX Networks, National Geographic Partners, The Muppets Studio, Pixar, Marvel Studios, 20th Century Fox, Fox 2000 Pictures, Fox Searchlight Pictures, Blue Sky Studios, Lucasfilm, ABC, ABC News, Freeform, Touchstone Pictures, and a 33% stake in Hulu... They make a lot of stuff, though the Fox properties are part of a recent acquisition from Murdoch
      - jorams 7y ago
        Very few of those have a hit rate close to Disney proper.
        doomlaser 7y ago
        Netflix has nothing like ESPN, or Pixar, or Marvel, or Star Wars. ESPN alone has a total U.S. subscriber base of about 86 million, to Netflix's 60.62 million
        ribosometronome 7y ago
        How much of ESPN's subscriber base is packaged cable? Having Netflix is an active decision, but I recall almost always having ESPN in the early 2000s due to cable packaging.
        doomlaser 7y ago
        ESPN+, their unbundled streaming service has 3.5 million subscribers as of November. So well over 90% of their subscriber base is cable. But cable is still a beast to be reckoned with, especially in the arena of live events.
BurningCycles 7y ago
>is the most streamed television show in recent history Where did you find those numbers ? All I could find was: 'The Mandalorian earned nearly 40 million “demand expressions” during the week of Nov. 10-16, according to data provided to Observer by research firm Parrot Analytics. The firm tracks video streaming, social media activity, photo sharing, blogging, fan and critic rating platforms and other consumer demand sources to put together a composite of viewership and growth. Demand expressions represent the total audience demand being expressed for a title within a market and not specific viewership statistics.' Which sounds like a bunch of mumbo jumbo presented by a 'research firm' wanting to get customers.
- doomlaser 7y ago
  > Disney+ has grabbed 24 million users in the U.S. since its November launch, according to a new report from the analytics firm Cowen & Co. This figure topped some early Wall Street estimates, but does include people who got the service for free through Verizon’s VZ offerings. Still, Cowen reported that Netflix lost 1.1 million subscribers, who dropped the service to join to Disney+ during this stretch. By contrast, Netflix has 60 million US subscribers. HBO Now has 9 million US subscribers, but their cable service overall has over 50 million. 24 million users is an incredible growth rate for Disney's service, which has only existed since November 12.
  - BurningCycles 7y ago
    Another 'estimate' by a 'analytics firm' and this still does not say anything about 'The Mandalorian' specifically.
usrusr 7y ago
But The Mandalorian runs entirely on brand. It's the franchise that survived "Episode One". The Mandalorian could be the worst TV since the Ewok Christmas Special and still yield almost exactly the same numbers, in the present. From what I hear it's quite the opposite (personally I have stopped tracking Star Wars two films ago), but all that quality is only important for the long term outlook of the franchise.
- doomlaser 7y ago
  Baby Yoda has taken the world by storm, and my friends are now already predicting the eventual inevitable appearance of baby R2D2.
deleted 7y ago
[deleted]

oblio 7y ago

Hollywood is more than just Disney and Disney is the exception.

doomlaser 7y ago
In a discussion of Netflix's poor original content hit-rate, an example of a direct competitor's massively higher hit-rate seems apt. How does Disney's strategy result in better performing content, and how could Netflix learn from it? Is it something wrong with their executive team, or is it just poor strategy, or is it something else? Netflix has taken on enough debt to finance original content that their performance track record in that domain should make investors ask these questions. https://variety.com/2019/digital/news/netflix-debt-junk-bond-2-billion-content-spending-1203377007/ https://variety.com/2019/digital/news/netflix-debt-junk-bond...
- baby 7y ago
  how much content does Disney produce? It seems relatively small compared to what Netflix produces but I might be wrong.
  - doomlaser 7y ago
    Beyond Disney proper, there's: Disney Theatrical Group, Walt Disney Television, Radio Disney, ESPN, FX Networks, National Geographic Partners, The Muppets Studio, Pixar, Marvel Studios, 20th Century Fox, Fox 2000 Pictures, Fox Searchlight Pictures, Blue Sky Studios, Lucasfilm, ABC, ABC News, Freeform, Touchstone Pictures, and a 33% stake in Hulu... They make a lot of stuff, though the Fox properties are part of a recent acquisition from Murdoch
    - jorams 7y ago
      Very few of those have a hit rate close to Disney proper.
      - doomlaser 7y ago
        Netflix has nothing like ESPN, or Pixar, or Marvel, or Star Wars. ESPN alone has a total U.S. subscriber base of about 86 million, to Netflix's 60.62 million
        ribosometronome 7y ago
        How much of ESPN's subscriber base is packaged cable? Having Netflix is an active decision, but I recall almost always having ESPN in the early 2000s due to cable packaging.
        doomlaser 7y ago
        ESPN+, their unbundled streaming service has 3.5 million subscribers as of November. So well over 90% of their subscriber base is cable. But cable is still a beast to be reckoned with, especially in the arena of live events.

BurningCycles 7y ago

>is the most streamed television show in recent history Where did you find those numbers ? All I could find was: 'The Mandalorian earned nearly 40 million “demand expressions” during the week of Nov. 10-16, according to data provided to Observer by research firm Parrot Analytics. The firm tracks video streaming, social media activity, photo sharing, blogging, fan and critic rating platforms and other consumer demand sources to put together a composite of viewership and growth. Demand expressions represent the total audience demand being expressed for a title within a market and not specific viewership statistics.' Which sounds like a bunch of mumbo jumbo presented by a 'research firm' wanting to get customers.

doomlaser 7y ago
> Disney+ has grabbed 24 million users in the U.S. since its November launch, according to a new report from the analytics firm Cowen & Co. This figure topped some early Wall Street estimates, but does include people who got the service for free through Verizon’s VZ offerings. Still, Cowen reported that Netflix lost 1.1 million subscribers, who dropped the service to join to Disney+ during this stretch. By contrast, Netflix has 60 million US subscribers. HBO Now has 9 million US subscribers, but their cable service overall has over 50 million. 24 million users is an incredible growth rate for Disney's service, which has only existed since November 12.
- BurningCycles 7y ago
  Another 'estimate' by a 'analytics firm' and this still does not say anything about 'The Mandalorian' specifically.

usrusr 7y ago

But The Mandalorian runs entirely on brand. It's the franchise that survived "Episode One". The Mandalorian could be the worst TV since the Ewok Christmas Special and still yield almost exactly the same numbers, in the present. From what I hear it's quite the opposite (personally I have stopped tracking Star Wars two films ago), but all that quality is only important for the long term outlook of the franchise.

doomlaser 7y ago
Baby Yoda has taken the world by storm, and my friends are now already predicting the eventual inevitable appearance of baby R2D2.

deleted 7y ago

[deleted]