Tag: DisneyPlus

What if Disney+ Was Valued As A SaaS Company?

What if Disney+ Was Valued As A SaaS Company?

Today Disney announced that its new streaming service - Disney+ - crossed the 10 million subscriber mark on Day 1. What might the value of those 10 million new subscribers be if we were to apply a SaaS-like multiple of revenue to the approximate $840 million revenue stream? (read more).

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Episodic Television Is the Key to Winning the Streaming Wars

Episodic Television Is the Key to Winning the Streaming Wars

Episodic TV carries a superior risk/reward compared to feature films. The streaming wars featuring Disney (tkr: DIS), Netflix (tkr: NFLX), Apple (tkr: AAPL), Amazon (tkr: AMZN), AT&T (tkr: T), and others will be won by the content producers that capture the most subscribers over a measurable period of time. Questions that content producers must answer … Continue reading Episodic Television Is the Key to Winning the Streaming Wars