Disney Could Spend $15 Billion on Content Annually: Can Netflix Compete?

Motley Fool2021-08-11

Walt Disney is known for producing excellent content and being home to some of the industry's most valued media assets. The House of Mouse is making a push into streaming content, which could put ...

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精彩评论

sleepymoon
2021-08-11
sleepymoon
Like please
- 37315c62:
  yes
Rickyt089
2021-08-11
Rickyt089
Like pls
Ferocious
2021-08-11
Ferocious
Ok
- Ferocious:
  Ok
- Rickyt089:
  Ok
Ferocious
2021-08-11
Ferocious
Pretty hard to tell, both have equal potentials
james_l
2021-08-11
james_l
Disney is expanding.
手可摘棉花
2021-08-11
手可摘棉花
Been holding Disney for quite some time. Jul is supposed to be good month for Disney but nothing happened! Come on! You can do it!

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The House of Mouse is making a push into streaming content, which could put ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/10/disney-could-spend-15-billion-on-content-annually/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DIS","symbol_name":"迪士尼","start_time":0,"source_url":"https://www.fool.com/investing/2021/08/10/disney-could-spend-15-billion-on-content-annually/","article_id":"2158343470","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2158343470","pubTimestamp":1628648163,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Walt Disney is known for producing excellent content and being home to some of the industry's most v","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"DIS":"迪士尼","NFLX":"奈飞","GOOG":"谷歌"},"translate_title":"迪斯尼每年可能在内容上花费150亿美元：Netflix,Inc.能竞争吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DIS":0.9,"GOOG":0.9,"NFLX":0.9},"content_text":"Walt Disney is known for producing excellent content and being home to some of the industry's most valued media assets. The House of Mouse is making a push into streaming content, which could put pressure on Netflix.\nThe streaming pioneer has a multi-year head start against Disney and has already amassed a subscriber total of over 200 million. Disney is making up ground quickly. Disney+ launched in November 2019, and already has over 100 million subs. The initial success gave Disney's management confidence to push more chips to the table, committing to spending $15 billion at the midpoint on content in 2024. Can Netflix hold its own against the longtime media powerhouse?\nImage source: Getty Images.\nContent wars\nNetflix often says that competition from other streaming services is not hurting its own results. At first glance, that may not be easy to believe. The streaming market has exploded with fresh alternatives over the last couple of years. However, if you consider that the addition of several streaming service providers makes it more likely customers will cancel their cable TV or satellite service, Netflix's argument makes more sense. Indeed, according to Nielsen, streaming consists of just 27% of U.S. screen time, while linear TV holds a much larger time slice of 63%.\nNetflix's basic membership costs $8.99. Disney's bundle that includes Disney+, Hulu, and ESPN+ can be had for $13.99 per month. Given these low prices, there is room for a household to have multiple streaming subscriptions.\nCertainly, Disney's announcement that it will be spending $15 billion on content in 2024, combined with popular media assets like Star Wars and Marvel, will make it a formidable option for consumers. Indeed, of the all-time top 10 grossing films at the box office, seven of them are owned by Disney. Such is the popularity of Disney's assets.\nBut Netflix is no slouch in the content spending category, either. In 2019, Netflix spent $14.6 billion on content, and $12 billion in 2018. The streaming pioneer has 209 million subscribers and brought in revenue of $7.3 billion in the most recent quarter. This large base of revenue gives Netflix plenty of firepower in the competition. The difference will be that Netflix does not have as high a quality of media assets to build upon.\nWhat this could mean for investors\nIn the end, this battle between streaming giants should be great for viewers. More spending on content is likely to result in lots of great films and shows to watch. If that attracts more people to the services, then investors will win also. The goal of these streaming providers should not be to compete against each other. Rather, they should be competing against other entertainment options. There is room for several winners in this rapidly expanding market.\nDisney and Netflix would like to siphon attention from Alphabet's YouTube, and even Facebook. Folks only have a limited time they can spend on leisure, and if you are watching videos on YouTube, you're not on Netflix. Similarly, if you're browsing on Facebook, you're not watching Disney+.\nTherefore, investors looking at streaming providers boosting spending on content can think of it as a good thing for the industry as a whole.","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":892676670,"gmtCreate":1628659735690,"gmtModify":1631889820739,"author":{"id":"3555884467896100","authorId":"3555884467896100","authorIdStr":"3555884467896100","name":"sleepymoon","avatar":"https://static.tigerbbs.com/017d47c34167b5c3d7accfb69274dd36","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3555884467896100"},"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like 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hard to tell, both have equal potentials","listText":"Pretty hard to tell, both have equal potentials","text":"Pretty hard to tell, both have equal potentials","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892616434","repostId":2158343470,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":892604538,"gmtCreate":1628652019024,"gmtModify":1631884790524,"author":{"id":"3563436875655076","authorId":"3563436875655076","authorIdStr":"3563436875655076","name":"james_l","avatar":"https://static.tigerbbs.com/7960ea5c640db331ff2de0da32f6a611","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3563436875655076"},"htmlText":"Disney is expanding.","listText":"Disney is expanding.","text":"Disney is expanding.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892604538","repostId":2158343470,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":892608453,"gmtCreate":1628651773072,"gmtModify":1631884790525,"author":{"id":"3579342217954724","authorId":"3579342217954724","authorIdStr":"3579342217954724","name":"手可摘棉花","avatar":"https://static.tigerbbs.com/eb5d81ca4420febc27175fcd21eb90b2","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3579342217954724"},"htmlText":"Been holding Disney for quite some time. Jul is supposed to be good month for Disney but nothing happened! Come on! You can do it!","listText":"Been holding Disney for quite some time. Jul is supposed to be good month for Disney but nothing happened! Come on! You can do it!","text":"Been holding Disney for quite some time. Jul is supposed to be good month for Disney but nothing happened! Come on! You can do it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892608453","repostId":2158343470,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":77,"commentSize":15,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.28.1","shortVersion":"4.28.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2158343470"}