Disney+ Streaming

Brian J. Murrell brian at interlinx.bc.ca
Tue Nov 12 21:52:25 UTC 2019


On Tue, 2019-11-12 at 12:53 -0800, Matthew Petach wrote:
> Different target audiences.

That are already satisfied with existing services, so no new target
audiences.

> Now the parents can be watching "Good Omens" or "Game of Thrones" on
> Netflix while the kids are streaming "The Lion King" on Disney+
> streaming.

But they could watch lots of (Disney even) content on Netflix already. 
So I still don't see an increase in consumption just because of
Disney+.

> Instead of the whole family watching one show together, now we have
> segmentation in the marketplace.

Disney+ doesn't change "whole family watching one show together" (or
not -- because individuals watching their own streams is already
possible) model from the current model.

Cheers,
b

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