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> Disney+ is struggling as it is. Didn’t they just start turning a profit, a year ahead of schedule?

• 0cf8612b2e1e 2y ago
  Is this financial outlook posted anywhere digestible (ie not investor reports). I find it wild that it is not profitable. Video streaming is not cheap, but at their scale, they can negotiate the best peering deals or setup edge boxes a la Netflix or YouTube. Then again, maybe it is their core audience which has a different usage pattern from adults. I might watch one show a night. A child might stream for 12 hours a day. Unless Disney went on a spending spree and bought a big number of new movies+shows to publish on the platform, I am surprised. Disney bought Hulu- they could piggy back off of all that existing infrastructure.
  • mcphage 2y ago
    > Is this financial outlook posted anywhere digestible (ie not investor reports). I... have no idea. > I find it wild that it is not profitable. The news was that it is profitable now, and sooner than expected. > Unless Disney went on a spending spree and bought a big number of new movies+shows to publish on the platform, I am surprised. They did—they've had a number of Disney+ originals. And the streaming rights for Bluey probably wasn't cheap, given its popularity (and iirc it alone is like 25% of their streaming traffic).