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Cord cutting - what service to buy after the cable co goes away
- Thread starter joecct
- Start date
Re: Cord cutting - what service to buy after the cable co goes away
Dumb question: is that PAID subscribers, or profiles/users? A buddy gave me a profile on his account, so I'm not paying for it, but I am using it.
Dumb question: is that PAID subscribers, or profiles/users? A buddy gave me a profile on his account, so I'm not paying for it, but I am using it.
ticapnews
Never graduate.
Re: Cord cutting - what service to buy after the cable co goes away
Paid subscribers.
Between Disney+, ESPN+ and the various Hulu brands and how much they report subscribers pay, I calculate that as of December 28 they were clearing $725 million. Each month.
Iger himself said the movie studio isn't going to have another year like this past year in the forseeable future. Given how quickly Disney+ is growing, plus the international rollout over the coming months, I fully expect streaming to be a much larger chunk of the profits than the movies, and even the ESPN and ABC money. It should be bigger than everything but resorts and parks, which still dwarf everything else in the Disney portfolio.
Paid subscribers.
Between Disney+, ESPN+ and the various Hulu brands and how much they report subscribers pay, I calculate that as of December 28 they were clearing $725 million. Each month.
Iger himself said the movie studio isn't going to have another year like this past year in the forseeable future. Given how quickly Disney+ is growing, plus the international rollout over the coming months, I fully expect streaming to be a much larger chunk of the profits than the movies, and even the ESPN and ABC money. It should be bigger than everything but resorts and parks, which still dwarf everything else in the Disney portfolio.
Re: Cord cutting - what service to buy after the cable co goes away
I can only imagine the number of users in general, then. Not households where you would expect 3-4 profiles, but overall in general.....
ticapnews
Never graduate.
Re: Cord cutting - what service to buy after the cable co goes away
They obviously don't advertise those numbers, but they do make it easy (for now) to share accounts. I think I am allowed five profiles and they tell you right up front they don't all have to be in the same residence. I offered to let my nephew have it but his dad said no. He has enough already to keep him occupied!
They obviously don't advertise those numbers, but they do make it easy (for now) to share accounts. I think I am allowed five profiles and they tell you right up front they don't all have to be in the same residence. I offered to let my nephew have it but his dad said no. He has enough already to keep him occupied!
Re: Cord cutting - what service to buy after the cable co goes away
My buddy was PIZZED I didn't have it, because Mandelorian, so he just gave me access so we could geek out about the show, and he knows I love the animated classics of Disney. I know an owner of a local brewery is also on his list for the same reasons. I lol'd when I saw that name pop up when I logged in.
My buddy was PIZZED I didn't have it, because Mandelorian, so he just gave me access so we could geek out about the show, and he knows I love the animated classics of Disney. I know an owner of a local brewery is also on his list for the same reasons. I lol'd when I saw that name pop up when I logged in.
dxmnkd316
Lucia Apologist
Re: Cord cutting - what service to buy after the cable co goes away
My brother said it was illegal or against the rules to share it.
he’s a smart guy, a doctor, but he’s dumb sometimes. Like all of us. I tried to tell him it’s priced into their model and they not only expect it, but they explicitly allow it.
My brother said it was illegal or against the rules to share it.
he’s a smart guy, a doctor, but he’s dumb sometimes. Like all of us. I tried to tell him it’s priced into their model and they not only expect it, but they explicitly allow it.Re: Cord cutting - what service to buy after the cable co goes away
Some streaming services discourage it, but they know it's gonna happen.My brother said it was illegal or against the rules to share it.
ticapnews
Never graduate.
Disney has the technology to put a good stamp on it when it comes time, but for now they want the views so they can say "The Mandalorian is the most watched show ever" Not with "only" 30 million subscribers it's not. Not when Netflix has what? 110 million?
Re: Cord cutting - what service to buy after the cable co goes away
And given human nature, let's say there's a divorce, or whatever. Now access is needed by separate account? That person is hooked. Woohoo, another subscriber. All these streaming services need, is a base. Then, let social media/word of mouth do the work. And when your BFF's/SO's break up, that person is still "OMG need Hulu/HBO/Disney/etc!" Job done.
And given human nature, let's say there's a divorce, or whatever. Now access is needed by separate account? That person is hooked. Woohoo, another subscriber. All these streaming services need, is a base. Then, let social media/word of mouth do the work. And when your BFF's/SO's break up, that person is still "OMG need Hulu/HBO/Disney/etc!" Job done.
Jimjamesak
Already insane, UAA making it worse
7 profiles AFAIK. Or maybe my family has a deal because my mom is a D23 member.
Russell Jaslow
Registered User
Re: Cord cutting - what service to buy after the cable co goes away
For 2019, Netflix reported revenue of $20+ billion. They spend a lot of money on a lot of original shows (which of course is why they get so many subscribers), but they still reported a net income of $1.866 billion.
P.S. Netflix reported at the end of the 2019 fiscal year, 169 million paid subscribers.
For 2019, Netflix reported revenue of $20+ billion. They spend a lot of money on a lot of original shows (which of course is why they get so many subscribers), but they still reported a net income of $1.866 billion.
P.S. Netflix reported at the end of the 2019 fiscal year, 169 million paid subscribers.
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Kepler
Si certus es dubita
Re: Cord cutting - what service to buy after the cable co goes away
For now but I think this stuff is going to settle. Not die, but, like social media in general, it will settle down. There will be people obsessed with it, people who react strongly and shut it off entirely, and then people who are meh and can take it or leave it.
I've already started deliberately cutting my intake of this stuff and policing my spare time.
I mean, not here, but, you know...
The precedent for me is cable news. When it first started I couldn't get enough of it. Ten years in I started becoming saturated. Now you could not pay me to watch it.
For now but I think this stuff is going to settle. Not die, but, like social media in general, it will settle down. There will be people obsessed with it, people who react strongly and shut it off entirely, and then people who are meh and can take it or leave it.
I've already started deliberately cutting my intake of this stuff and policing my spare time.
I mean, not here, but, you know...
The precedent for me is cable news. When it first started I couldn't get enough of it. Ten years in I started becoming saturated. Now you could not pay me to watch it.
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ticapnews
Never graduate.
I'd be curious what the average Netflix subscriber is paying per month. Disney is reporting $5.56. That will change because D23 members got a sweet deal for the first three years if we for signed up early. All those subscribers will go from $4/month to $7/month. Iger was asked directly and they haven't even discussed raising the price. Before anyone says, "He's lying!" bear in mind this is a call with investors, not the media. Lie to a reporter and no one gives a ****, lie to an investor and you go to jail. I expect Iger will have long since retired before Disney raises the price. However, millions of subscribers will have the rate increase.
169 million subscribers is insane. It will take Disney at least two years to get that many
RaceBoarder
Waiting for the Snow to fly...
Re: Cord cutting - what service to buy after the cable co goes away
Disney will be fine in the long run on this. They are playing the long game. Netflix is in a bit of a conundrum however.
Netflix has to fund their content straight up through subscriptions and that could be their downfall. They have a crap ton of debt at the moment and it's not going anywhere soon. They have to keep borrowing to keep creating. They can keep things level for a while, but I don't see how they can turn a profit before things blow up. Disney and Time/Warner have other sources of income to fund their content.
Disney will be fine in the long run on this. They are playing the long game. Netflix is in a bit of a conundrum however.
Netflix has to fund their content straight up through subscriptions and that could be their downfall. They have a crap ton of debt at the moment and it's not going anywhere soon. They have to keep borrowing to keep creating. They can keep things level for a while, but I don't see how they can turn a profit before things blow up. Disney and Time/Warner have other sources of income to fund their content.
Russell Jaslow
Registered User
Re: Cord cutting - what service to buy after the cable co goes away
Also keep in mind that I believe Netflix is worldwide. I don't think other services, like Hulu, have such a broad reach. But I could be wrong.
169 million subscribers is insane. It will take Disney at least two years to get that many
Also keep in mind that I believe Netflix is worldwide. I don't think other services, like Hulu, have such a broad reach. But I could be wrong.
ticapnews
Never graduate.
Correct. Iger said Hulu will be launching internationally in 2021. Also, Disney+ is only available in a few markets now but will be going through a massive international launch in the next few months.
JF_Gophers
2147483647
Just got this email from Youtube TV.
Russell Jaslow
Registered User
Re: Cord cutting - what service to buy after the cable co goes away
Looks like I go back to Hulu Live.
Looks like I go back to Hulu Live.
ticapnews
Never graduate.
Re: Cord cutting - what service to buy after the cable co goes away
Fine by me. F--- Sinclair anyway.
Fine by me. F--- Sinclair anyway.