The backyard caught fire.
Editor’s note: This article is from WeChat public account “drugs” (ID: youhaoxifilm ), author Su Xing, Edit He Runzhen.
Basic focus
1, Disney will launch the Disney+ service in November and gradually withdraw its copyright content from Netflix. Some analysts predict that Disney+, Hulu and ESPN+ package subscriptions will reach 95 million in five years, Beyond Netflix is the winner of this streaming media war.
2,Netflix US paid users are coming to the top. At the peak of the US cable TV’s 76% penetration rate for the standard streaming media business, the paying crowd has a ceiling of about 73 million, which means that Netflix has Approximately 13 million growth spaces. Combined with the financial report data, Netflix is unlikely to make a major breakthrough in the US domestic market.
3, Looking forward to future competition, Netflix’s chances of winning in overseas markets are high, and there are innovative genes compatible with overseas markets;Disney’s odds are in family This card of human basic empathy is universally eaten. The future of these two wars is fundamentally the battle of cultural genes between Internet technology companies and traditional studios.
Netflix is trying to expand overseas, and the backyard is on fire.
On August 24th, Disney announced that it plans to stop providing Netflix with the rights to play Disney’s films. All major movies will be transferred to Disney+. During the D23 fan conference, Disney made it clear that it will use Nets such as Marvel and Star Wars to combat Netflix and HBO. Disney’s huge content reserve will definitely give Netflix a heavy blow: Nielsen data shows that only Disney content accounts for 19% of Netflix users’ viewing time.
As a traditional player, HBO will also pass next year after integration with AT&T.