DIS - The Walt Disney Company

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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Mon Sep 14, 2020 9:05 am

น้อยกว่าที่คาดไว้เยอะเลย


Mulan’ brings in $23.2 million during lackluster opening weekend in China

Heading into the weekend, the film’s perception with the public had been marred by calls for boycotts and a smattering of poor reviews.
The studio estimated that around 91% of China’s theaters were open over the weekend, the majority of which had a 50% cap on attendance.


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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Wed Sep 16, 2020 11:23 pm

Disney (NYSE:DIS) fans around the globe have quickly taken to Disney+, which has attracted over 60 million subscribers worldwide in less than a year since its initial launch. Part of the attraction is its relatively low price point around $7 per month (or $70 per year), making it one of the best deals in home entertainment.

But the price won't stay that low forever. As Disney invests more in content, CFO Christine McCarthy says it'll raise prices. The strategy echoes the successful price increases of Netflix (NASDAQ:NFLX) over the years, and it could be a big boost to Disney's direct-to-consumer business.

Unlocking pricing power
In an interview for a recent investors conference, McCarthy said, "It's clear that we priced Disney+ at a very accessible price point initially. There is pricing power, we believe, but that will come as we put more original content into the services."

Disney has been adding content to Disney+ but at a very irregular cadence. Due to the COVID-19 pandemic, it's had to halt production on several series and films intended for the service. In the meantime, it's released several films originally slated for theatrical release on the service, including Hamilton and The One and Only Ivan. It also experimented with a premium video on demand release for Mulan, which will become available to all subscribers in about three months.

But McCarthy said the company plans to increase its content investment in Disney+ above its original plans from last year. The statement echoes comments she made during its third-quarter earnings call last month. She said investors will get an updated outlook on Disney's content investment plans at its investors' day next month.


Disney ought to have more cash to invest in Disney+ content going forward given its subscriber base growth dramatically outpaced its expectations. Reinvesting that revenue into more content for subscribers ought to improve subscriber retention and attract new subscribers. And most importantly, it'll allow Disney to increase prices and repeat the cycl


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vim
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Re: DIS - The Walt Disney Company

Posts by vim » Thu Sep 17, 2020 2:01 pm

มีคนประเมินว่า Mulan ใน Disney+ usa น่าจะได้รายได้อย่างต่ำ 261$ million

https://finance.yahoo.com/news/nearly-o ... 10961.html

No matter how you slice it, the end result of "Mulan's" digital release is a whole lot of cash for Disney+.

Vi IMrovised

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Re: DIS - The Walt Disney Company

Posts by PK-TYW » Thu Sep 17, 2020 2:50 pm

vim wrote:
Thu Sep 17, 2020 2:01 pm
มีคนประเมินว่า Mulan ใน Disney+ usa น่าจะได้รายได้อย่างต่ำ 261$ million

https://finance.yahoo.com/news/nearly-o ... 10961.html

No matter how you slice it, the end result of "Mulan's" digital release is a whole lot of cash for Disney+.
ถ้าจริงนี้สุดยอดเลยครับ Disneyน่าจะได้รับเงินเต็มๆเลยด้วยไม่ต้องแบ่งให้โรงหนังเหมือนที่ผ่านมา


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