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029 Disney continues its content dominance
With Disney+ as 100M+ Subscriber base, the Mouse House doesn’t give in to Cinemark and walks away from Raya movie fans. Theaters open up and are filling up, but the capacity holds back healthy returns for distributors, so studios are finding pre-pandemic deals may fall short.
Disney also dominates in SVOD space. Netting half the number of Netflix subs in 12 months and crashing the server with Wandavision Finale. “Disney’s vision complements the distribution formats with the content.” - Tim Thompson
Universal takes two, with FF9 by pushing the release date after July 4th. And Peacock TV, Comcast/Universal NBC’s AVOD platform, shows a big (but “projected”) loss with $914M loss in launching the platform brings on only $118M in ad revenue.
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By RevThink
5
66 ratings
With Disney+ as 100M+ Subscriber base, the Mouse House doesn’t give in to Cinemark and walks away from Raya movie fans. Theaters open up and are filling up, but the capacity holds back healthy returns for distributors, so studios are finding pre-pandemic deals may fall short.
Disney also dominates in SVOD space. Netting half the number of Netflix subs in 12 months and crashing the server with Wandavision Finale. “Disney’s vision complements the distribution formats with the content.” - Tim Thompson
Universal takes two, with FF9 by pushing the release date after July 4th. And Peacock TV, Comcast/Universal NBC’s AVOD platform, shows a big (but “projected”) loss with $914M loss in launching the platform brings on only $118M in ad revenue.