Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds_老虎社区_美港股上老虎

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 ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

139

T4S
·2021-09-30
Like
回复
1
举报
El_Nino
·2021-09-30
Like pls
回复
2
举报
AngelaChan
·2021-09-30
Interesting 🤓
回复
4
举报
收起
- AngelaChan:
  what to do next?
  2021-09-30
  回复
  举报
claratan
·2021-09-30
Wow 👏 😮 👌
回复
1
举报
ToTheMOON
·2021-09-30
Yup lol 😂
回复
3
举报
收起
- Jaaaaaaa:
  B
  2021-09-30
  回复
  举报
jasonpstt
·2021-09-30
Ok
回复
2
举报
收起
- ToTheMOON:
  Ok
  2021-09-30
  回复
  举报
shuzyst
·2021-09-30
Ok
回复
3
举报
AudTKH
·2021-09-30
Oh boy
回复
3
举报
收起
- shuzyst:
  ok
  2021-09-30
  回复
  举报
- phantom74:
  like
  2021-10-05
  回复
  举报
Tohlaykoon
·2021-09-30
Good!
回复
5
举报
Ahkuih
·2021-09-30
[强]
回复
3
举报
StansenSG
·2021-09-30
Li
回复
5
举报
收起
- StansenSG:
  Lo
  2021-09-30
  回复
  举报
- Ahkuih:
  Ok
  2021-09-30
  回复
  举报
GordonLucas
·2021-09-30
Nice
回复
3
举报
LEEKH
·2021-09-30
Hi
回复
4
举报
PauT
·2021-09-29
👍
回复
4
举报
收起
- Lgdnic:
  Yay
  2021-09-30
  回复
  举报
Anni001
·2021-09-29
Like pleaseThanks
回复
5
举报
收起
- MightyPooP:
  ok
  2021-09-30
  回复
  举报
Poisonz
·2021-09-29
Wow
回复
3
举报
pam07
·2021-09-29
Up
回复
4
举报
CPLam
·2021-09-29
[微笑]
回复
5
举报
收起
- CPLam:
  1
  2021-09-29
  回复
  举报
- AlvisChung:
  Up
  2021-09-29
  回复
  举报
AlvisChung
·2021-09-29
Up
回复
3
举报
woonws
·2021-09-29
Always going to get harder as it expands beyond its initial phase
回复
5
举报
收起
- Eddieash:
  okir
  2021-09-29
  回复
  举报
- Tchua:
  Well said
  2021-09-30
  回复
  举报
- sarahlovesgh:
  Agree
  2021-09-30
  回复
  举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2171982368?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-09-29 23:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2171982368","market":"us","top_or_hot":-1,"title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","media":"Motley Fool","content":"<div>\n<p>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 ...</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","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</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,"columns":[],"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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","kind":"highlight","is_publish_news":true,"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":865350109,"gmtCreate":1632956599237,"gmtModify":1632956599790,"author":{"id":"3571776703726113","authorId":"3571776703726113","name":"T4S","avatar":"https://static.tigerbbs.com/d1eebe3a27e867d958881321d626cdf2","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3571776703726113","authorIdStr":"3571776703726113"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865350109","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865318578,"gmtCreate":1632952458149,"gmtModify":1632952458587,"author":{"id":"3579591519090572","authorId":"3579591519090572","name":"El_Nino","avatar":"https://static.tigerbbs.com/6b1b731af69caf76640812930188d9d2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579591519090572","authorIdStr":"3579591519090572"},"htmlText":"Like 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,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"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,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"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 next?"}],"langContent":"CN"},{"id":865313913,"gmtCreate":1632952209805,"gmtModify":1632952210519,"author":{"id":"3573731928321338","authorId":"3573731928321338","name":"claratan","avatar":"https://static.tigerbbs.com/9c6bbdac9048ff2e4b740f272576e2be","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3573731928321338","authorIdStr":"3573731928321338"},"htmlText":"Wow 👏 😮 👌&nbsp;","listText":"Wow 👏 😮 👌&nbsp;","text":"Wow 👏 😮 👌","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,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"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,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"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,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"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"},{"id":865335490,"gmtCreate":1632951556373,"gmtModify":1632951556668,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865335490","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865331706,"gmtCreate":1632950721268,"gmtModify":1632950721464,"author":{"id":"3575582076363736","authorId":"3575582076363736","name":"AudTKH","avatar":"https://static.tigerbbs.com/e4905e1cd622b8faa04ad4125cd04a83","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575582076363736","authorIdStr":"3575582076363736"},"htmlText":"Oh boy","listText":"Oh boy","text":"Oh boy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865331706","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6041212,"gmtCreate":1632951563330,"gmtModify":1634726359850,"authorId":3583254142926957,"author":{"id":3583254142926957,"idStr":"3583254142926957","authorId":3583254142926957,"name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865331706,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"},{"id":6092034,"gmtCreate":1633383934466,"gmtModify":1634722026526,"authorId":3570342809089528,"author":{"id":3570342809089528,"idStr":"3570342809089528","authorId":3570342809089528,"name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865331706,"type":1,"supId":0,"prevId":0,"content":"<u>like</u>","text":"<u>like</u>","html":"<u>like</u>"}],"langContent":"CN"},{"id":865397595,"gmtCreate":1632949771356,"gmtModify":1632949771743,"author":{"id":"4090667763010140","authorId":"4090667763010140","name":"Tohlaykoon","avatar":"https://static.tigerbbs.com/ea7f11d12596522b325316b94f0e8077","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4090667763010140","authorIdStr":"4090667763010140"},"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865397595","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865394893,"gmtCreate":1632949604293,"gmtModify":1632949604502,"author":{"id":"3583990679194427","authorId":"3583990679194427","name":"Ahkuih","avatar":"https://static.tigerbbs.com/c81a9fe151a8096ceb5e5ad756e9eac3","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3583990679194427","authorIdStr":"3583990679194427"},"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865394893","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865303431,"gmtCreate":1632941449352,"gmtModify":1632941452633,"author":{"id":"3578711428062414","authorId":"3578711428062414","name":"StansenSG","avatar":"https://static.tigerbbs.com/103164c3fe87bb229920af5f907dbf60","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3578711428062414","authorIdStr":"3578711428062414"},"htmlText":"Li","listText":"Li","text":"Li","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865303431","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6040845,"gmtCreate":1632941453715,"gmtModify":1634726387936,"authorId":3578711428062414,"author":{"id":3578711428062414,"idStr":"3578711428062414","authorId":3578711428062414,"name":"StansenSG","avatar":"https://static.tigerbbs.com/103164c3fe87bb229920af5f907dbf60","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865303431,"type":1,"supId":0,"prevId":0,"content":"<u>Lo</u>","text":"<u>Lo</u>","html":"<u>Lo</u>"},{"id":6041040,"gmtCreate":1632949623764,"gmtModify":1634726375104,"authorId":3583990679194427,"author":{"id":3583990679194427,"idStr":"3583990679194427","authorId":3583990679194427,"name":"Ahkuih","avatar":"https://static.tigerbbs.com/c81a9fe151a8096ceb5e5ad756e9eac3","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865303431,"type":1,"supId":0,"prevId":0,"content":"<u>Ok</u>","text":"<u>Ok</u>","html":"<u>Ok</u>"}],"langContent":"CN"},{"id":865979582,"gmtCreate":1632938819376,"gmtModify":1632938819645,"author":{"id":"4087899372180330","authorId":"4087899372180330","name":"GordonLucas","avatar":"https://static.tigerbbs.com/4be6a24beda5172a05e6a4e07f538bff","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087899372180330","authorIdStr":"4087899372180330"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865979582","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865940988,"gmtCreate":1632935896121,"gmtModify":1632935896398,"author":{"id":"3586174351993271","authorId":"3586174351993271","name":"LEEKH","avatar":"https://static.tigerbbs.com/55cdb509b97778b9c2c7df88598dfea1","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3586174351993271","authorIdStr":"3586174351993271"},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865940988","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865961918,"gmtCreate":1632931147319,"gmtModify":1632931153392,"author":{"id":"4091365317251540","authorId":"4091365317251540","name":"PauT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4091365317251540","authorIdStr":"4091365317251540"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865961918","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6040373,"gmtCreate":1632932879229,"gmtModify":1634726414871,"authorId":3584100767586786,"author":{"id":3584100767586786,"idStr":"3584100767586786","authorId":3584100767586786,"name":"Lgdnic","avatar":"https://static.tigerbbs.com/493d41d71270a52770b856ed4e663073","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865961918,"type":1,"supId":0,"prevId":0,"content":"Yay","text":"Yay","html":"Yay"}],"langContent":"CN"},{"id":865981329,"gmtCreate":1632930548807,"gmtModify":1632930549224,"author":{"id":"3581489684162254","authorId":"3581489684162254","name":"Anni001","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581489684162254","authorIdStr":"3581489684162254"},"htmlText":"Like pleaseThanks","listText":"Like pleaseThanks","text":"Like pleaseThanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865981329","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6041008,"gmtCreate":1632945945839,"gmtModify":1634726377288,"authorId":3575163551534398,"author":{"id":3575163551534398,"idStr":"3575163551534398","authorId":3575163551534398,"name":"MightyPooP","avatar":"https://static.tigerbbs.com/aec66d00ca2b1f2b75412008d93edd14","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865981329,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"CN"},{"id":865912814,"gmtCreate":1632930066377,"gmtModify":1632930066687,"author":{"id":"3581834128004381","authorId":"3581834128004381","name":"Poisonz","avatar":"https://static.tigerbbs.com/5e0dd20af13212be3d544bc41039e0fe","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581834128004381","authorIdStr":"3581834128004381"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865912814","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865918525,"gmtCreate":1632929958837,"gmtModify":1632929959737,"author":{"id":"3579836083643124","authorId":"3579836083643124","name":"pam07","avatar":"https://static.tigerbbs.com/68607a559c772e744d6d9d084e865f87","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3579836083643124","authorIdStr":"3579836083643124"},"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865918525","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865911382,"gmtCreate":1632929864654,"gmtModify":1632929896777,"author":{"id":"3582955658777354","authorId":"3582955658777354","name":"CPLam","avatar":"https://static.tigerbbs.com/b60f94547aab59173fe6c47ba3e17cb3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3582955658777354","authorIdStr":"3582955658777354"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865911382","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6039962,"gmtCreate":1632929870520,"gmtModify":1634726441143,"authorId":3582955658777354,"author":{"id":3582955658777354,"idStr":"3582955658777354","authorId":3582955658777354,"name":"CPLam","avatar":"https://static.tigerbbs.com/b60f94547aab59173fe6c47ba3e17cb3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865911382,"type":1,"supId":0,"prevId":0,"content":"<u>1</u>","text":"<u>1</u>","html":"<u>1</u>"},{"id":6039963,"gmtCreate":1632929870515,"gmtModify":1634726441034,"authorId":3577853138256044,"author":{"id":3577853138256044,"idStr":"3577853138256044","authorId":3577853138256044,"name":"AlvisChung","avatar":"https://static.tigerbbs.com/6a0935cb5351b342a4ad73d73fb14a3f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865911382,"type":1,"supId":0,"prevId":0,"content":"<u>Up</u>","text":"<u>Up</u>","html":"<u>Up</u>"}],"langContent":"CN"},{"id":865911972,"gmtCreate":1632929864259,"gmtModify":1632929896665,"author":{"id":"3577853138256044","authorId":"3577853138256044","name":"AlvisChung","avatar":"https://static.tigerbbs.com/6a0935cb5351b342a4ad73d73fb14a3f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577853138256044","authorIdStr":"3577853138256044"},"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865911972","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865936933,"gmtCreate":1632929300369,"gmtModify":1632929301138,"author":{"id":"3581999478634265","authorId":"3581999478634265","name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581999478634265","authorIdStr":"3581999478634265"},"htmlText":"Always going to get harder as it expands beyond its initial phase","listText":"Always going to get harder as it expands beyond its initial phase","text":"Always going to get harder as it expands beyond its initial phase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/865936933","repostId":2171982368,"repostType":4,"repost":{"id":"2171982368","kind":"highlight","pubTimestamp":1632928801,"share":"https://www.laohu8.com/m/news/2171982368?lang=&edition=full","pubTime":"2021-09-29 23:20","market":"us","language":"en","title":"Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2171982368","media":"Motley Fool","summary":"Disney management is still learning the ropes of the streaming business.","content":"<p><b>Most analysts would agree that Walt Disney</b>'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 <b>Netflix </b>(NASDAQ:NFLX).</p>\n<p>The 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.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94cf1f8e6f5b56b5785af589b7fdb7b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: The Walt Disney Company.</span></p>\n<h2>Disney+ has a slow start in Latin America</h2>\n<p>The 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.</p>\n<p>Netflix 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.</p>\n<p>Looking 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.</p>\n<p>It 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.</p>\n<h2>Disney+ HotStar in India</h2>\n<p>The 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.</p>\n<p>That could be a significant headwind as management has mentioned the segment accounts for over 40% of Disney+ subscriber totals.</p>\n<h2>Disney+ will have a slow quarter now and again</h2>\n<p>Overall, 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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.</p>\n<p>At an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bad News: Disney CEO Says Disney+ Is Facing 2 Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBad News: Disney CEO Says Disney+ Is Facing 2 Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/09/29/bad-news-disney-ceo-disney-plus-facing-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171982368","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. It only says that Disney+ is facing headwinds in the near term that are causing some volatility to its growth trajectory.\nAt an investor day in November of 2020, Disney guided investors to look for it to grow total streaming subscribers to over 300 million by 2024. This quarter's results will remind investors that the path to reaching that total will not be a linear one.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6039858,"gmtCreate":1632929332848,"gmtModify":1634726448208,"authorId":3581678169581963,"author":{"id":3581678169581963,"idStr":"3581678169581963","authorId":3581678169581963,"name":"Eddieash","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865936933,"type":1,"supId":0,"prevId":0,"content":"<u>okir</u>","text":"<u>okir</u>","html":"<u>okir</u>"},{"id":6040403,"gmtCreate":1632933245692,"gmtModify":1634726413121,"authorId":3561859229387101,"author":{"id":3561859229387101,"idStr":"3561859229387101","authorId":3561859229387101,"name":"Tchua","avatar":"https://static.tigerbbs.com/245ba7d1360ad877e076f09e9d78c378","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865936933,"type":1,"supId":0,"prevId":0,"content":"Well said","text":"Well said","html":"Well said"},{"id":6040731,"gmtCreate":1632938521166,"gmtModify":1634726392848,"authorId":3581734886041988,"author":{"id":3581734886041988,"idStr":"3581734886041988","authorId":3581734886041988,"name":"sarahlovesgh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865936933,"type":1,"supId":0,"prevId":0,"content":"Agree","text":"Agree","html":"Agree"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":139,"commentSize":27,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}