12 Nov
2019
12 Nov
'19
4:52 p.m.
On Tue, 2019-11-12 at 12:53 -0800, Matthew Petach wrote:
Different target audiences.
That are already satisfied with existing services, so no new target audiences.
Now the parents can be watching "Good Omens" or "Game of Thrones" on Netflix while the kids are streaming "The Lion King" on Disney+ streaming.
But they could watch lots of (Disney even) content on Netflix already. So I still don't see an increase in consumption just because of Disney+.
Instead of the whole family watching one show together, now we have segmentation in the marketplace.
Disney+ doesn't change "whole family watching one show together" (or not -- because individuals watching their own streams is already possible) model from the current model. Cheers, b