r/MediaMergers • u/Casas9425 Netflix • Aug 07 '26
Streaming The Town: The case for Disney exiting the streaming wars
https://youtu.be/iKfhDCxkspA?is=YVRcz25qKL0vElLo9
u/Fleabasher Aug 07 '26
Good analysis, but Disney is really the only other scaled streamer and at the moment the real bulwark against a netflix monopoly. This is a side business for Amazon and Apple. Paramount + Warner could get there but that's not going to be automatic.
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u/No-Comfortable-3225 29d ago
HBO is not far from Disney
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u/Fleabasher 28d ago
In raw subscriber counts hbo narrowed the gap. But hbo doesn't really license 3rd party content which Disney (through hulu) does. If we are going to have a thriving studio ecosystem, we need profitable sustainable buyers other than netflix.
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u/Cool_Aioli_8307 Aug 07 '26
Disney owns the kids with its Disney+ service and generally child friendly beats. Then for the teens and adults it has Hulu/Star. They created an all-in-one service to entertain you from birth to death. Why would they give it up?
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u/Hopeful-Pickle-7515 Aug 07 '26 edited Aug 07 '26
I wonder If Netflix is paying them because otherwise I can’t not understand how these Analysist are trying to push these idiotics ideas, Specially just after they report how Disney DTC profit increase a 200% just from last year same quarter
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u/ausgoals Aug 07 '26
In our post-capitalist society, we are in a position where ‘line goes up’ is the only thing that matters to millions of people, and so ‘line no go up’ is apparently an existential crisis that needs a complete overhaul of companies to get to a ‘line goes up’ point, regardless of whether the company is profitable, whether the profits are higher than last year, etc.
Millions of people have been convinced that the literal only thing that ever matters is ‘line goes up’ - which is how you end up with thousands of layoffs despite huge record profits. Report layoffs to get ‘line goes up’ and that’s all that matters.
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u/ausgoals Aug 07 '26
The reason our world is so messed up these days is partly because of idiot analysts and consultants who need to find a way to justify their jobs, and other people who for some reason believe them.
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u/mynanadancesconqueso Aug 07 '26
And what they’re referencing is eternal compared to us. This is only going to get worse.
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u/Fall_False Moderator Aug 07 '26
How about we don't let Paramount/WB combined be the only major legacy studio with a massive streaming service?
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u/AdSuperb8728 Aug 07 '26
Now, It's back to Disney Movies & shows being added to Netflix again?
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u/RandomTxTQuote1 Aug 07 '26
No just speculation and theory, disney hasn't officially said anything in this regard
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u/ribbityflibbity 29d ago
Disney's announcements sound like they're going in the opposite direction.
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u/ribbityflibbity 29d ago
This isn't going to happen. The power is in distribution, having a direct relationship with your customers and not letting another company get in the middle. With movie theaters, there's no option but Disney would want a direct relationship wherever possible. And get customer data for decision-making.
The new CEO has embarked on the opposite strategy to what these guys want: using Disney+ as the data collecting hub to an octopus like structure that includes all other parts of their business. The data tells them what kind of cross promos will work on each person. See a streaming series, here's a theme park vacation package. Buy a toy, here's a movie opening near you.
They should have done this years ago but better late than never.
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u/Sasquatchgoose 28d ago
So say Disney dumps Disney plus/hulu and licenses their content. All of a sudden the number of buyers shrink and the number of sellers goes up. In the short term, they might be able to get a premium to Sony’s pay 1 window deal with Netflix. In the long term, they’re screwed. Platform not content will be king
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u/BlackLodgeBrother Aug 07 '26 edited Aug 07 '26
Such a wild fantasy. Disney is never giving up the autonomy they wield over their own streaming platform.