What does Netflix really like about Disney and Apple's new streaming services?

The upcoming streaming hit among Disney Plus, Apple and Netflix should have had a mockup Thrones Game with "Winter is Coming." In the real world, it's really "Fall Comes" considering that Disney Plus will go live on November 12. Apple TV + may also have been live at this point, making the streaming world a much more complex place but more fair with serious competition.

What we do not know is how Netflix is ​​prepared for this upcoming bombardment. They hadn't commented before after the Disney + and Apple TV + announcements.

Take a look at what they said and whether it is complacency or complete assurance of having a strategic plan.

Netflix's quarterly report sounds safe [1[ads1]9659005] On April 16, Netflix published the quarterly paper and finally offered comment on the upcoming competition. Their financial reports show a clear quarterly profit since last year, giving a total income of $ 4.5 billion to date.

This is a surprising success, mainly related to Netflix's push for quality, original programming. As they notice, there is still room to grow considering that they only represent 10% of the streaming audience. Their pressure for more globalized programming will be a strong focus in the second half of this year.

Is this really their plan to go up against Disney and Apple? In their "Competition" section of the report, they say they are confident that the competition will not give high churn prices. This is because they feel they have created a particular niche of programmers, expecting, which differs from the other two companies' measured audience.

Of course, many can look at this as just plain business, talk to a full happy face

Netflix should still be concerned about Disney's opportunities for binge-watch

When you see what Disney + offers on slate in the way of classics and originals, it's really impressive . Star Wars Star Wars original shows that they are planning it, is enough to appetite for any investigative audience.

Just look at how ravenous the fans of Star Wars and Marvel Entertainment are alone. Disney will also have access to all the Fox material, which means The Simpsons fans will be able to stream the entire series as desired.

Combine this with all the Disney classes available and you have something to do

With Apple also offering exciting originals, many people can spend more time on Disney Plus and Apple and leave Netflix on the backburner.

The most likely scenario: Streaming evolves into niches

] You can also look at this new streaming competition as a way to segment your audience to find more of what they want. Not everyone can find a Disney product they want to watch on Netflix. Apple and Disney won't offer many things Netflix already has and wants.

Also consider even more niche streaming services such as the Criterion Collection which offers independent and classic foreign films.

There is no doubt that most streaming services will accommodate a particular demographic. Netflix can corner 18-34 adults. Disney will probably cater to the younger crowd, plus the elderly who love the Disney classics. Apple may steal some of the 18-34 years, but everything depends on the quality of the performances they promise.

A reality for this is Netflix's report said to be a little disappointing based on their expectations. If this sounds strange on the basis of billions they make, even a slight downturn can spell bigger issues further down the line.

Netflix will probably be OK, with some acquisitions down the road

It's going to take a decade to see how this emerging streaming landscape really burns out. Should Disney and Apple eat in Netflix's profits over time, we could see Netflix bought out of a larger conglomerate later. Disney even tempted the idea to buy them at some point some years ago before formulating Disney +.

Netflix should take this competition seriously and start planning strategy well beyond this year. We have a feeling they have since they are not known to be complacent from the inside.

Conversely, when you make $ 4.5 billion a year, getting stuck in a creative rout when you're assuming your trusted audience will always be there.

Source link

Back to top button