Tag: Amazon Prime

Disney – New King of the Jungle?<span class="badge-status" style="background:red">Premium</span> 

Disney – New King of the Jungle?Premium 

Disney May Be the New King of the Content Jungle. Disney+ Coming to A Screen Near You in November.

We’ve previously written in these pages that “Content Is King“. Similarly, back in 2017 we posited that “Netflix Loses in A Disney Fox Deal“. Disney – owner of the world’s best content library – was in full force at yesterday’s investor day. The highlight of course was Disney+, the forthcoming streaming service to be launched in the U.S. on November 12th 2019 for $6.99/month or $69.99/year.

  • We have culled through 200+ pages of Investor Day slides to bring you the below highlights including the financial outlook for Disney+, ESPN+ and Hulu.
  • Subscribers will have access to Disney’s library of film and television entertainment.
  • Disney+ will be the exclusive home for films released by Disney Studios in 2019 and beyond.
  • Disney stated that it is likely that Disney+ will eventually be offered as part of a larger bundle with ESPN+ ($4.99/month or $49.99/year) and Hulu – the latter which Disney is the majority owner of.
  • Disney/Fox/Marvel/Lucasfilm content now available on Netflix will be removed from Netflix once content license contracts expire.
Apple’s Strategy – The Good, The Bad & The Retro<span class="badge-status" style="background:red">Premium</span> 

Apple’s Strategy – The Good, The Bad & The RetroPremium 

When speaking or writing about Apple we have spent much of the past 18 months beating up on the iPhone. Yesterday’s “Apple Event” didn’t engender confidence in the firm’s content strategy. Anchored by a curated, walled garden approach, Apple’s strategy seems mired in the early 2000’s at a time when young people have migrated to open, cloud-based systems. On a positive note, we are fans of Apple’s Fintech strategy – the Apple Pay/ Apple Card combination.

The Good, The Bad and The Retro