NETFLIX
Think about how many die-hard Star Wars and Marvel fans there are. If you think they’re not going to pony up for Disney+, you’re crazy. Disney+ has around 7,000 TV episodes and 400 to 500 movies. Compared with Netflix, that’s still not very big. According to research firm Ampere Analysis, the TV shows on Disney+ only amount to about 16% of what Netflix offers. And the movie library will be roughly eight times smaller than Netflix’s. Don’t let that stat fool you, though... For Disney+, it’s all about quality. Disney having its own streaming service also means it’s going to pull its content from other services like Netflix. Marvel’s new the top streaming services because of its deep treasure trove of content. The company has so much beloved content and can use its characters and stories to churn out hit original shows and movies for years to come... There’s the Star Wars franchise, Marvel, Pixar, and of course all of its iconic cartoon characters. Think about how many die-hard Star Wars and Marvel fans there are. If you think they’re not going to pony up for Disney+, you’re crazy. Disney+ will be for everyone. Children, sci- fi fans, action fans, and even those strange High School Musical fans will want to buy a subscription. And the price of Disney+ is between $6 and $7 a month – about half the cost of a standard Netflix plan. That makes it a no-brainer to purchase.
Digital Media Trends survey, the average U.S. consumer subscribes to three video-streaming services. But a streaming service needs to do one critical thing to attract customers. Each company needs to convince potential customers to download another app and sign up for another monthly charge. Subscribers aren’t going to do that to get access to just one or two shows... or even five shows. These streaming companies need a huge catalog of high-quality content to attract new customers. The customer must need those shows and movies, not just be slightly interested in watching them. To have such a huge catalog, a business needs billions of dollars to either produce shows or buy the rights to them. And to get those billions, it helps if that company already has a lot of customers. Video-streaming is a tough business. It’s hard to bet against Netflix, given its strong position already. And it’s hard to bet against Amazon in just about any business it enters. Yet we think one other streaming service has the power to capture millions of customers. It comes from a world-class company that has the content and size to take on both Netflix and Amazon. GETTING INTO THE GAME Media giant Disney (DIS) didn't used to be known as a streaming company... but it is now. It launched Disney+ on November 12. Disney+ instantly became a competitor to
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November 2019
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