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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
by 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 agohow much content does Disney produce? It seems relatively small compared to what Netflix produces but I might be wrong.
- doomlaser 7y agoBeyond 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 agoVery few of those have a hit rate close to Disney proper.
- doomlaser 7y agoNetflix 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 agoHow 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 agoESPN+, 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.
- baby 7y agoIsn’t 20th century fox one of the biggest studio?
- inferiorhuman 7y agoIn a discussion of Netflix's poor original content hit-rate, an example of a direct competitor's massively higher hit-rate seems apt. Disney/Touchstone's "massively higher hit-rate" is not representative of most of the companies Netflix competes with ergo a comparison of Netflix to only Disney is not particularly apt. Netflix hasn't matched Disney's success, but neither have most of Disney's rivals.
- doomlaser 7y agoAT&T/Time Warner's hit rate for HBO seems pretty high, especially in a highly desired & affluent market segment, so there's another one?
- inferiorhuman 7y agoWhat about the rest of Time Warner?
- doomlaser 7y agoTime Warner has the Harry Potter license, Nolan's Batman movies and Joker, The Hobbit, Lego Movie, Wonder Woman, and all of Turner Communications, including CNN & Adult Swim / Cartoon Network.
- inferiorhuman 7y agoTime Warner has the Harry Potter license So are you talking licensed stuff or original material? Netflix has licensed plenty of good content (incl. Adult Swim stuff).