Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds

Motley Fool2021-09-29

Most analysts would agree that Walt Disney's (NYSE:DIS) entry into the streaming category has been a success. Disney+ entered the streaming wars in November 2019 and it has already accumulated ...

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精彩评论

T4S
2021-09-30
T4S
Like
El_Nino
2021-09-30
El_Nino
Like pls
AngelaChan
2021-09-30
AngelaChan
Interesting 🤓
- AngelaChan:
  what to do next?
claratan
2021-09-30
claratan
Wow 👏 😮 👌
ToTheMOON
2021-09-30
ToTheMOON
Yup lol 😂
- Jaaaaaaa:
  B
jasonpstt
2021-09-30
jasonpstt
Ok
- ToTheMOON:
  Ok

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Disney+ entered the streaming wars in November 2019 and it has already accumulated ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">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/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","article_id":"2171982368","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","pubTimestamp":1632928801,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Disney management is still learning the ropes of the streaming business.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"DIS":"迪士尼"},"translate_title":"坏消息：迪士尼首席执行官称迪士尼+面临两大逆风","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DIS":0.9},"content_text":"Most analysts would agree that Walt Disney's (NYSE:DIS) entry into the streaming category has been a success. Disney+ entered the streaming wars in November 2019 and it has already accumulated subscriber totals that make it competitive with veteran rival Netflix (NASDAQ:NFLX).\nThe House of Mouse boasts a robust content library and has a huge established fan base around the world. So its early success may not have been that big of a surprise. But what Disney is beginning to discover is that maintaining its strong growth in the streaming segment is not all that easy. Recently, at an investor conference, Disney CEO Bob Chapek highlighted two challenges directly in its path to winning the streaming war.\nImage source: The Walt Disney Company.\nDisney+ has a slow start in Latin America\nThe first difficulty arose around the launch of Disney+ in Latin America. This region has an estimated population of 617 million and that sheer size makes it a lucrative opportunity zone.\nNetflix has been live with its service in Latin America for several years and has amassed 38.66 million subscribers. To put that figure into context, Netflix has a total subscriber base of 209 million, so Latin America makes up 18.4% of its total. Moreover, Netflix is generating an average revenue per user of $7.50 from Latin America.\nLooking at the region's population total and the results Netflix is achieving highlights the potential for Disney. Thus far, The House of Mouse has 116 million subscribers on Disney+ in at least 61 countries. It launched its services in 18 Latin American markets in November 2020. Because Disney+ is earlier in its development, Latin America could be a more significant market for Disney than it was for Netflix.\nIt was bad news for shareholders to hear Chapek discuss the slow rollout in the region, as the company had difficulty finding partners to help speed up the process. Still, the CEO seemed confident that things would move along quicker in the not too distant future.\nDisney+ HotStar in India\nThe second difficulty relates to Disney's efforts in India. At the investor conference, Chapek noted that Disney+ HotStar subscribers in India tend to be on annual subscriptions. Further, the company is not allowed to set up auto-renewal for subscriptions in the region. Therein lies the challenge facing Disney+ in India; the large cohort of members it signed up over the past year have expiring subscriptions coming due. The company will need to put forth a significant marketing effort to retain those customers, and it's unlikely that Disney will be 100% successful in those efforts.\nThat could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.\nDisney+ will have a slow quarter now and again\nOverall, the CEO said he expects Disney+ to have a slow quarter and add a net new subscriber total in the low-single-digit millions. That admission of slower growth isn't also saying the long-term prospects of the segment have diminished. 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This quarter's results will remind investors that the path to reaching that total will not be a linear 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pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865318578","repostId":2171982368,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865311530,"gmtCreate":1632952414905,"gmtModify":1632952415871,"author":{"id":"3581927959461394","authorId":"3581927959461394","name":"AngelaChan","avatar":"https://static.tigerbbs.com/89cd9fc4748e9cc19bd2df211f8ced9c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581927959461394","authorIdStr":"3581927959461394"},"htmlText":"Interesting 🤓","listText":"Interesting 🤓","text":"Interesting 🤓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865311530","repostId":2171982368,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6041331,"gmtCreate":1632952426024,"gmtModify":1634726352255,"authorId":3581927959461394,"author":{"id":3581927959461394,"idStr":"3581927959461394","authorId":3581927959461394,"name":"AngelaChan","avatar":"https://static.tigerbbs.com/89cd9fc4748e9cc19bd2df211f8ced9c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865311530,"type":1,"supId":0,"prevId":0,"content":"what to do next?","text":"what to do next?","html":"what to do 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👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865313913","repostId":2171982368,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865337091,"gmtCreate":1632951718565,"gmtModify":1632951719331,"author":{"id":"3576212227172632","authorId":"3576212227172632","name":"ToTheMOON","avatar":"https://static.tigerbbs.com/7769f4b8d26aa1903d8784e79b05b4df","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3576212227172632","authorIdStr":"3576212227172632"},"htmlText":"Yup lol 😂&nbsp;","listText":"Yup lol 😂&nbsp;","text":"Yup lol 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865337091","repostId":2171982368,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6041307,"gmtCreate":1632952206099,"gmtModify":1634726353127,"authorId":3570001951488746,"author":{"id":3570001951488746,"idStr":"3570001951488746","authorId":3570001951488746,"name":"Jaaaaaaa","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865337091,"type":1,"supId":0,"prevId":0,"content":"B","text":"B","html":"B"}],"langContent":"CN"},{"id":865334884,"gmtCreate":1632951647103,"gmtModify":1632951647269,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3583913587299891","authorIdStr":"3583913587299891"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865334884","repostId":2171982368,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6041229,"gmtCreate":1632951725212,"gmtModify":1634726358868,"authorId":3576212227172632,"author":{"id":3576212227172632,"idStr":"3576212227172632","authorId":3576212227172632,"name":"ToTheMOON","avatar":"https://static.tigerbbs.com/7769f4b8d26aa1903d8784e79b05b4df","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865334884,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":139,"commentSize":27,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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