Global Scans · Walt Disney · Weekly Summary

• Now that WarnerMedia and Discovery have announced their merger, it will make them the second-largest media group by revenue after Disney, with $41 billion in revenue. California Management Review
• The joint venture with Reliance Industries in India opens up significant opportunities for Disney in one of the world's largest and fastest-growing entertainment markets. investing.com
• Disney plans to invest $5 billion in the UK and continental Europe over the next five years, focusing on blockbuster movies and TV shows, including projects at Pinewood Studios. Vitrina AI
• Disney plans start seriously cracking down on password sharing for the Disney + streaming service in September. MacRumors.com
• Disney plans on launching a standalone ESPN streaming service in the fall of 2025, along with a dedicated sports streaming service with Warner Bros. The Verge
• Disney experienced a decline in revenue at its US-based theme parks and warned of moderations in demand in the coming months. BusinessMole
• Disney's stock has fallen a further 15% since then and it has forecast a slowdown in its Experiences segment over the coming months so it is easy to understand why investors might not be thrilled at the prospect of Disney announcing how it will spend billions on it. Forbes
• Evidence that Spotify is retaining subscribers could bode well for other companies in media streaming that make money from subscriptions, including Disney and Warner Bros. Investopedia
• Disney planned to launch a standalone ESPN streaming service in 2025 that would provide a much more immersive experience for sports fans, including integrating betting and fantasy sports leagues. CNN
• Disney expects its combined streaming businesses to reach profitability in the third quarter and become a meaningful earnings growth driver from there on out. Seeking Alpha
• Disney has pushed through large price increases in the ad-free Disney + product, and forecasted a multi-billion dollar decline in content investment in 2024 as they focus on quality over quantity. Seeking Alpha
• Disney is focusing on profitability in its streaming services, with plans to bundle its DTC offerings and improve margins, leading to anticipated strong earnings growth in the future. Seeking Alpha
• Disney still expects its streaming business to reach profitability by September in 2024. BBC News
• As legalized sports gambling rapidly expands across the United States, BamTech's pure play exposure is expected to eventually unlock significant value for Disney. Yahoo Finance
• Certain Spectrum TV packages will now carry both Paramount and Disney streaming services, integrating multiple SVODs into the cable bundle they have been steadily replacing. Variety
• The ecosystem of streaming television is going to continue its surge in 2024, with premium programmers like Max, Disney +, Peacock, Amazon Prime Video and others collectively growing 13% to $10 billion in ad revenue. Adweek
• Growth in streaming advertising revenue could really accelerate if Disney continues to widen the pricing gap between its ad-free and ad-supported streaming subscriptions, as virtually all its competitors have done. Fortune
• Global streaming services continue to deliver Korean shows in response to overwhelming demand - with Netflix announcing last year that it will invest $2.5 billion in Korean content over the next four years and Disney +, Paramount + and Prime Video each expanding its Korean slate. HuffPost UK
• The Disney, Fox, and Warner streaming sports venture is a necessary step in what is inevitable: In the not-too-distant future, all television will be delivered via streaming. Forrester
• Disney has been experimenting with technology to see how people react to its films, developing an AI-powered program that can distinguish complicated facial gestures and even forecast future emotions. Verified Market Research
• Disney will soon change its policies for theme park visitors with disabilities, restricting eligibility for services that help some people avoid waiting in line for rides. The Washington Post
• There are abundant massive untapped opportunities for Disney to accelerate not only subscriber growth but also revenue and margin growth. Fortune
• After the recent release of Apple's new headset, Vision Pro, Disney Plus announced that users will be able to watch TV, including sports games, in VR. Forbes

Last updated: 11 November 2024