Article By:
Michael J. Kramer
Saturday, September 21, 2019 7:20 PM EDT
It will be a relatively uneventful week from an economic and central bank standpoint. However, one significant point of interest will likely come on September 26 when Micron reports its fiscal fourth quarter results.
Netflix's Glory Days Are Past
I've read that for #Disney, the move into streaming is more about the data it can collect on viewers than the revenue it will generate from subscription fees. Disney can make billions off a single movie (Avengers Endgame, Star Wars, Frozen, etc.). A fortune off related licensing, etc. Streaming revenue is a drop in the bucket. $DIS
Netflix Plays With Pricing And Games To Attract Subscribers
#Disney has a large library and will likely steal some of #Netflix's thunder, but I don't consider it a major threat. It's library still pales in comparison to Netflix and is limited to their own vault of films and TV shows. I expect the number of people who would actually REPLACE Netflix with Disney is relatively small. More likely, people will have both. $NFLX $DIS
Box Office Bust: Revenue Down Nearly 10% Midyear
But not for #Disney; it’s up about 20% from where it was at this time last year. So your article means nothing for $DIS except to prove that it’s the dominant player!
Netflix Whisper Number Showing Confidence
You don't think #Disney's new streaming service will negatively affect the Outlook on #Netflix? $DIS $NFLX
Disney Disappoints: ETFs to Watch
$DIS did not disappoint.....ESPN did.... they need to dump that lead weight.
Disney Trying To Woo Fox - Technology Stocks
Unless #Disney terminates it's agreements with other streaming providers like #Amazon and #Netflix, I don't see the value in having a standalone product featuring their films. Most are already available elsewhere, why would I sign up for yet another service $DIS
Disney: Fox Acquisition, Streaming and Tax Reform
Great article. $DIS is going to keep going up.
Disney: Fox Acquisition, Streaming and Tax Reform
Yes, I recently read that about Blank Panther. I believe $DIS is unstoppable at the moment and that it wil only get better.
Disney: Fox Acquisition, Streaming and Tax Reform
Lately #Disney has been making all the right moves. Bullish on $DIS
Netflix’s Price Increase Signals Original Content Isn’t Enough
Good comment thread. Yes, #Netflix has much to offer and a rabidly loyal customer base. But the financials can't be ignored either. And unlike TV networks, they can't make up additional revenue in advertising without alienating the very customers whose loyalty the company relies on to survive.
I believe the solution is to take a page from #Disney's book and focus more on licensing. Sure Disney made billions of people paying to see it's lovable princesses, and other cartoon characters, not to mention the Star Wars franchise. But they've many more billions off the licensing of these characters.
Netflix has come up with some really top tier original content for both adults and kids. Not to mention brought over some cancelled shows which already had cult followings. They should leverage these character with licensing opportunities and bring a much needed additional revenue stream. $NFLX $DIS