Streaming Wars: Disney Vs. Netflix

The transcript discusses Disney's content strategy, comparing it with Netflix, and highlights the challenges Disney faces in balancing its legacy media businesses with Disney Plus. It suggests that Disney should integrate all its content into one platform to compete effectively. The conversation also touches on the speaker's strained relationship with Disney and offers strategic advice, such as spinning off ESPN and ABC to create shareholder value.

What is one of the main challenges Disney faces with its streaming service?

• Too much adult content

• High subscription costs

• Lack of resources

• Balancing legacy media and Disney Plus

How does Disney Plus's subscriber base in Asia affect its overall numbers?

• It decreases the average revenue per user

• It inflates subscriber numbers without equivalent revenue

• It significantly boosts revenue

• It has no impact on global numbers

What percentage of time spent on connected TVs in the US is attributed to Disney Plus?

• 10%

• 4%

• 21%

• 26%

What strategy does the speaker suggest Disney should adopt to compete more effectively?

• Consolidate all content into one platform

• Expand cable networks

• Focus on movie theaters

• Increase prices

Why does the speaker believe Disney will not be as big as Netflix?

• Limited global reach

• High subscription costs

• Unwilling management team

• Lack of content

What does the speaker suggest Disney should do with ESPN and ABC?

• Invest more in them

• Spin them off

• Sell them to Netflix

• Merge them with Disney Plus

What is the speaker's relationship with Disney's management?

• They have a formal business agreement

• They collaborate on new projects

• They have been disinvited from events

• They are close partners