INetflix kunye neDisney bahlukane ngakumbi kwiimfazwe zokusasaza kunokuba ungaziqonda.Ifayile yeLucasfilm Ibe sisivunguvungu sokuqala kwiinyanga ezili-14 zeDisney + njengoko inkonzo yokusasaza umbungu isesebusaneni sele ihambile 95 yezigidi Ababhalisi behlabathi ukusukela ngoJanuwari 2. Ngokwendalo, ukukhula okungalindelekanga kwenkonzo kuqokelele ukuthelekiswa okungaguqukiyo kwiNetflix, amandla akhokelayo akhokelayo kwimveliso yokusasaza. Ukuba iDisney + yeyona rookie ishushu, iNetflix ligqala lobuntshatsheli. Kodwa ngaphandle kokudlondlobala kwangoko kwimpumelelo, iseyinto encinci xa ithelekiswa neyokugqibela kudidi olunye oluphambili.
Ngaphambi kokuba sifike kuloo nto, masidilize ubukhosi bokusasaza obukhulayo beDisney ukuze siqonde ngcono amandla kunye nobuthathaka bayo. Nganye Imithombo yeendaba yeScross Screen , Abasandula ukuqokelela le datha kwincwadana yabo, iDisney + ikonwabele ukuzuza okungathethekiyo kwekota kubabhalisi abatsha ukusukela oko kwasungulwa ngo-Novemba ngo-2019.
2019-Q4 - 28.6M
2020-Q1 - 54.5M (M 91%)
I-2020-Q2- 60.5M (↑ 11%)
2020-Q3 - 73.7M (↑ 22%)
I-2020-Q4-97.9M(↑ 29%)
Ekuqaleni, iDisney ifumene iHulu ukuba ibe yinkonzo yayo yokusasaza ngokubanzi njengoko inkampani ibeke iDisney + njengeqonga layo lobuchwephesha. Ukanti eyokugqibela iyaphule yonke into engaphandle nangaphandle, ekhokelele iDisney ukuba ihlengahlengise isicwangciso sayo sokusasaza kubhabho. Ukukhutshwa okucwangcisiweyo kwamazwe aphesheya kweHulu kuyekisiwe kwaye iMouse House iye yafumana iinkonzo zeHotstar kunye neNkanyezi phesheya.
I-Disney + ngoku ibhloko lokwakha lenkampani. Oku kuyacaca xa kuphononongwa ipesenti yababhalisi eye yaqokelelwa phakathi kwishishini labathengi ngqo leDisney, kwiCross Screen Media kunye Ezahlukeneyo . Ngokubanzi, inkampani okwangoku ine-146.4 yezigidi zababhalisi kwiinkonzo zayo ezintathu zokusasaza.
Disney + - 94.9 yezigidi (65%)
IHulu-39.4 yezigidi (27%)
I-ESPN + -12.1 yezigidi (8%)
Kwakhona, konke oku kuyamangalisa. Umsebenzi weDisney opheleleyo wokusasaza ungaphakathi kokutshica umgama wababhalisi be-Netflix abazizigidi ezingama-200 ngelixa iDisney + iphantse yaya kufika apho. Kodwa iNetflix isabambe indawo ebaluleke kakhulu kwi-avareji yengeniso ngomsebenzisi ngamnye (i-ARPU), ethi incede ukulinganisa ukuba ingakanani imali esasazwa ngumsebenzisi ngamnye. Ngelixa i-ARPU ingenguye umlinganiso ocacisayo weshishini lokusasaza, kubalulekile, njengesantya kwideshibhodi yemoto, u-Andrew Rosen, owayesakuba ngumgcini weendaba kwi-digital ye-Viacom kunye nomsunguli wencwadana yeendaba. IPARQOR , uxelele uMqwalaseli.
Iphakheji yeNetflix eyaziwayo iqhuba abasebenzisi i-13.99 yeedola ngenyanga ngelixa iDisney ngoku ibiza i-6.99 yeedola ngenyanga, kodwa iya kuba njalo ukunyusa amaxabiso ayo ngoMatshi. Oko kukungafani kwe-63% kwiindleko ezenza igalelo elikhulu kwi-ARPU phakathi kwezi zibini. I-ARPU yeNetflix kwikota yesine ye-2020 yayiyi- $ 10.80, ngokwe IBloomberg , ngelixa i-Disney + ihleli kwi- $ 4.03 nje, nge Amaqabane okuKhanya . Ngapha koko, i-Disney + ye-ARPU iye yawa rhoqo kwikota ukusukela nge-Q2 yonyaka ophelileyo. Olo tyekelo aluyiyo le nto ubuqhele ukuyidibanisa neshishini eliqhuba kakuhle.
Kwiphepha, oku kubonakala ngathi yintlekele. Kodwa inyani kukuba iDisney ijolise ngakumbi ekwandiseni isiseko sayo sobhaliso lwehlabathi ngalo lonke ixesha ukuze ifumane i-IP yayo kumakhaya amaninzi kwihlabathi liphela kunokuba kunokwenzeka kwinzuzo esulungekileyo. (Ngomhla kaDisney kaDisemba woTyalo-mali, ubunkokheli obuqikelelwe iDisney + buya kuba yinzuzo ngo-2024.) Njengenxalenye yomzamo, iDisney iyanda ngolukhuni eIndiya (ixesha elide ekujoliswe kulo ekukhuleni kweNetflix) ngophawu lwayo lweHotstar Disney, ngoku enama-30%. Ababhalisi beDisney + abane-ARPU ejikeleze i-1 yeedola, kwi-Cross Screen Media.
Umrhumo we-Hotstar ongabizi kakhulu sisizathu sokwehla kwe-ARPU yeDisney, kodwa ikwangumthombo wokukhula kwayo ngokukhawuleza. Eyona nto ibalulekileyo, iDisney ithengisa imali yexeshana elincinci ukuze yakhe isiseko esikhulu sabathengi kwihlabathi liphela, esivumela iNetflix ukuba ivelise ingeniso ethe kratya kunembangi yayo esondeleyo. Kodwa xa abaphathi beDisney beziva ngathi imveliso yabo yokusasaza ifikelele kwinqanaba lokugcwala, iya kuqala ukunyusa amaxabiso kunye nokuvala isikhewu ngeNetflix kwingeniso eluhlaza.
Makuqale idabi.
