I-Disney ibongelwe ukubuya kwe-epic njengoko o-bhubhane beengxaki beqala ukuhlala.Izitudiyo ezimangalisayo Disney isitokhwe siye saqhubeka sonyuka kulo bhubhane nangona kukho ilahleko yezigidi ngezigidi zeedola kwikota nganye. Ngoba? Kungenxa yokuba iDisney + yindawo ebambekayo yokusasaza i-behemoth… kude kube kwinqanaba, ewe. Akukho nto ihlala ngonaphakade kwaye ibandakanya impumelelo engafakwanga yeDisney +.
Iziphumo ze-Disney Q2
I-Disney inika ingxelo yokuba iDisney + ikhule yaya kwizigidi ezili-103 zababhalisi kwihlabathi liphela ukusukela nge-3 ka-Epreli. Oku kuphawula ukuba inkampani iphose okokuqala xa kuthelekiswa nolindelo njengoko uqikelelo lwaluyizigidi ezili-110. Nangona kunjalo, isibhakabhaka sikude nokuwela kubukumkani bobugqi. Ngokuphakanyiswa kwezithintelo ze-COVID, iNetflix ephosiweyo kuqikelelo kwikota ephelileyo kunye nokucothiswa kokukhula kweDisney + bekungekho ngaphandle kombuzo. Ukusukela nge-2 kaJanuwari (Q1), iDisney + isongeze i-8.6 yezigidi.
Ngelixa iMouse House ilindele ukufumana iindleko eziqikelelweyo ze- $ 1 yezigidigidi ngonyaka-mali ka-2021 ngenxa yokuqhubeka kokuphazamiseka kwe-COVID-19 (kubandakanya i-1.2 yezigidigidi zeedola kwiiPaki, amava, iiholide), ingeniso yekota iyaphucuka xa kuthelekiswa nobhubhane . Ingeniso yamaKhaya yasekhaya yekota yehle nge-4% ukuya kwi-5.4 yezigidigidi kunye nengeniso yokusebenza inyuke nge-12% ukuya kwi-2.3 yezigidigidi. Ingeniso yeendlela zamanye amazwe zekota yehle nge-4% ukuya kwi- $ 1.3 yezigidigidi kunye nengeniso yokusebenza inyuke nge-27% ukuya kwi-348 yezigidi zeedola.
Amathemba eDisney abonakala ekhuthaza ngokukhula okuqhubekayo kubulungu beDisney + kunye namandla kumaqonga okusasaza ebhodini,UDavid Keller, oyintloko weqhinga lemakethi eStockcharts.com, uxelele uMbonisi.Iipaki zemixholo ziqala ukuphinda zivulwe, oko kuthetha ukuba iinxalenye zeshishini leDisney kufuneka zibe nefuthe elingakumbi kwinxalenye eseleyo yowama-2021. Ukusebenza ngamandla kweDisney kunyaka omkhulu wama-2020 kwakubangelwa yimpumelelo yokugxila ekukhuleni kweDisney + njengamanye amashishini. njengeepaki zemixholo zizabalazile.
Ubukumkani beDisney bokusasaza
Nangona ukukhula okungathethekiyo kweDisney + kuqala, ukuthengisa ngokuthe ngqo kubathengi beDisney kugcina ukukhula ngokubanzi. Ukongeza i-Hulu's (SVOD + AVOD) edibeneyo yababhalisi abazizigidi ezingama-41.6 kunye ne-ESPN + ye-13.8 yezigidi kwi-Disney + yabathengi abahlawulwayo ezisa i-Walt Disney Inkampani iyonke ngqo yabathengi ukuya kuthi ga kubabhalisi be-159 kwihlabathi liphela. Ukuthelekisa, iNetflix okwangoku iyinkokeli yentengiso enezigidi ezingama-208 ezihlawula abathengi kwihlabathi liphela.
Ngokuqinisekileyo, ukukhutshwa kweDisney + Hotstar kunciphise i-Disney + yengeniso yomndilili ngomsebenzisi ngamnye (i-ARPU) ukusuka kwi- $ 5.63 ukuya kwi- $ 3.99, kodwa loo nto inokubanjiswa ngokwenyuka kwamaxabiso okunyuka kuya phambili. Ngaphandle kweHotstar, iDisney + ARPU yi- $ 5.61. Inkampani iceba ukukhupha inkonzo eMalaysia naseThailand ngoJuni kunye nokusungula inkonzo yolonwabo ngokubanzi kwi-Star + eLatin America nge-31 ka-Agasti.
Disney Umndilili wengeniso yenyanga ngomsebenzisi ngamnye:
IDisney +: $ 3.99
IHulu ARCH: $ 12.08
IHulu bukhoma iTV + SVOD: $ 81.83
I-ESPN +: $ 4.55-UBrandon Katz (@Great_Katzby) Ngomhla we-13 kuMeyi 2021
Ibhodi elawulayo yaqaqambisa abaqhubi abaphambili bokukhula okungaphantsi ukuya phambili: umxholo wesilayidi (inkqubo yeefranchise), iindawo zokuzonwabisa ngokubanzi zamazwe aphesheya (uphawu lwenkanyezi), ukuqhubeka nokwandiswa kwemarike (iMalaysia, iThailand, njl. Umphathi weDisney uBob Chapek uqaphele ukuba ukongezwa koluhlu lweMarvel blockbuster kuncede iDisney + ukongeza i-30 yezigidi zeerandi kwiinyanga ezintandathu zokuqala zonyaka, iqhuba kakuhle ngakumbi kwiimarike ezivuthiweyo ezifana neU.S. Ukwalindele ukuba Umxholo ozayo kwi-serial Idabi leenkwenkwezi ukuphucula ukubandakanyeka komsebenzisi wenkonzo.
I-Chapek ikwatsho ukuba ukumiliselwa kweSizini 4 Ibali lesicakakazi ivelise eyona mbono yayo nayiphi na i-Hulu yoqobo. Nangona kunjalo, akabonisanga manani athile.
Abaphathi beDisney bathi bonwatyisiwe yindlela imakethi ethe yasabela ngayo ekunyuseni kwamaxabiso eDisney + kwaye baqaphela ukuba bayomelela ngokufanelekileyo ngokubhekisele kwi-churn. Oku kunokwenzeka ukuba abasebenzisi bafumane ixabiso leqonga elibonakalayo kwaye banokukhula kwamaxabiso okunyuka kwexesha elizayo ukuba nje iimfuno zomxholo ziyafezekiswa. Ukusukela nge-Q2, iDisney ihlala isendleleni yokufikelela kwisikhokelo sayo sezemali se-2024 sezigidi ezingama-230 ukuya kuma-260 ababhalisile.
IiPaki zeDisney kunye neeholide
Kwiimeko eziqhelekileyo, ukwahlulwa kweePaki zeDisney kubandakanya ngaphezulu kwesinye kwisithathu sengeniso yonyaka yenkampani. Kunyaka ophelileyo, oko bekungakhange kube njalo njengoko icandelo lokopha imali. Ngethamsanqa kwinkampani, njengoko iDisney + iqala ukubuyela eMhlabeni, isitshixo sayo semali siphinda sibuyele umva.
Ukuya eWalt Disney kwiHlabathi kunye nenkcitho yeendwendwe kumntu ngamnye ziphuculwe kwi-Q2. I-Disneyland ivulwe kwakhona ngo-Epreli 30 kwaye ukubhukisha okujonge phambili kwiipaki zasekhaya zomelele. Iipaki zenkampani yaseAsia-Pacific zivulekile okwexeshana kwaye ithemba kukuba indawo eParis iya kuba nakho ukuvula kungekudala.
I-Avengers Campus iya kuvula i-4 kaJuni kwindawo yenkampani yaseCalifornia, yongeza enye indawo enomtsalane kwindawo yokufota.
Iipaki zeDisney, amava kunye neMveliso yengeniso yekota yehle nge-44% ukuya kwi-3.2 yezigidigidi, kwaye iziphumo zokusebenza kwecandelo zehle nge-1.2 yezigidigidi ukuya kwi-406 yezigidi zeedola. Iziphumo zokusebenza ezisezantsi zekota zibangelwe kukuhla kweepaki kunye namava eshishini, ngokuyinxenye lisuswe kukukhula kushishino lweemveliso zabathengi.
Ixesha elizayo leeMidlalo zeDisney
U-Bob Chapek uthe ngexesha lotyalo mali lokuba ubhetyebhetye yinto ephambili kwisicwangciso sethu sokukhulula, ngelixa siqaqambisa iindlela ezahlukeneyo zoku I-Cruella (yeqonga kunye nokuFikelela kweNkulumbuso yeDisney), Umhlolokazi omnyama (yeqonga kunye nokuFikelela kweNkulumbuso yeDisney), ULuca (Disney + ekhethekileyo) kunye Inqanawa yeJungle (yeqonga kunye ne-Disney + yeNkulumbuso yokuFikelela).
UChapek ukwabhengeze ukuba kwinkulungwane yama-20 Umfo wasimahla , Kudlala uRyan Reynolds, kunye neMarvel's I-Shang-Chi kunye neNqaku leeNdawo eziShumi bobabini bayakufumana iifestile zomdlalo weqonga zeentsuku ezingama-45. Oku kuyahambelana Iindaba zeveki ephelileyo ukuba iCinemark ifikelele kwizivumelwano ezitsha kwiifutshane ezimfutshane ngeDisney, Sony, Paramount kunye neWarner Bros.
Njengokuba ubushushu bhanyabhanya basehlotyeni buqala ngaphakathi kwaye abatyali zimali zentengiso baphuma kwindyikitya yokufa, abatyali mali abasebenzayo bajonga ishishini lokuzonwabisa ngovuyo, uDan Raju, umphathi weTradier, uxelele uMbonisi. Ngokuvulwa kwemidlalo yeqonga kwikona, izinto zikhangeleka zithembisa.
I-Disney isondele kumanqanaba emveliso apheleleyo kwinqanaba lesitudiyo njengoko iqhubeka nokufumana kwakhona kuphazamiseko olunxulumene ne-COVID. Inkulungwane yama-20 kunye nemifanekiso yokuKhangela iya kuvelisa iifilimu ezili-15 nezingama-20, ngokwahlukeneyo, ukugcwalisa ukunikezelwa ngokubanzi kokonwatyiswa kuwo onke amaqonga okusasaza.
Uqoqosho lweDisney
Ezinye izitokhwe kwindawo yokusasaza enjengeNetflix, iAmazon, iViacom kunye neFUBO bazabalaze kutshanje ngaphandle kokukhulisa abaphulaphuli babo kwiinyanga ezidlulileyo. Ke umceli mngeni weDisney ngoku luxinzelelo olubanzi lokuthengisa kunye nexhala lokunyuka kwamaxabiso elingena emfanekisweni.
Ngelixa ibali lexesha elide lihlala lilungile, iimarike zeshishini elifutshane ezinokuthi zityhale i-DIS iye kumaxabiso asezantsi kunye nendawo yokungena efanelekileyo, utshilo uKeller.Ngethuba nje i-DIS ihlala ngaphezulu kwexabiso eliphambili lenkxaso ejikeleze i-160 yeedola, ixesha elide lokuhlala kufuneka lihlale lilungile.
Ixabiso lesabelo seDisney lehle phantse iipesenti ezi-4 emva kokuthengisa emva kwexesha lomsebenzi njengalo mbhalo. Ngokubanzi, isitokhwe seDisney sisaqhubeka ngaphezulu kwe-70% xa kuthelekiswa nonyaka ophelileyo.
Ukulungiswa: Inguqulelo yangaphambili yeli bali idwelise iifilimu ezingama-50 kuphuhliso ngekhulu lama-20 endaweni ye-15.
