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Originally Posted by ASAP17
Agreed plus I don't see adults especially those without kids forgoing a Netflix subscription in favor of Disney. As popular as Marvel, Lucas, Pixar, Frozen etc are it seems more like an addition to a streaming portfolio rather than an anchor (meaning a service like Netflix that has choices for everyone).
Marvel and Star Wars watchers are pretty much the exact same demographic as most Netflix users.
There is certainly room for multiple streaming services to survive and even thrive. It will be interesting to see what Disney does with Hulu now that they will have a majority interest in it. Disney could create a discount bundle with Disney+ and Hulu, or even bundle Disney+ with Hulu and ESPN+. Such bundles could definitely hurt Netflix.
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Originally Posted by ASAP17
One other thing about Disney's service that isn't being discussed is a lot of their programming is going to be repeats meaning shows and movies their targeted audience has already been exposed to. I'm sure they will have some exclusive content and sneak peaks but still they have to be committed to movie theaters and their own networks.
You're absolutely correct that creating new content is extremely important. Disney will be creating Marvel and Star Wars shows specifically for their new platform. A good Star Wars program by itself could make Disney+ a must-subscribe for a ton of people. That's what I don't like about netflix. Rather than building strong brands that people really have to watch they just try throwing a lot of **** content at a wall and hope something sticks.
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Originally Posted by ASAP17
I think you've nailed the problem in your post coordi, people complain but what do they actually do about it? When has the stock not been overpriced?
The question is not when it has not been overpriced but when will it cease being overpriced and why.