Netflix on the Ropes? Disney’s Latest Move Could Deal Harmful Blow

Netflix on the Ropes? Disney’s Latest Move Could Deal Harmful Blow


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(Disney)
(August 14, 2017) Disney recently announced the acquisition of BAMTech – a global leader in direct-to-consumer streaming technology – and will roll out two new streaming services in the coming years. The first is an ESPN-branded multi-sport video service that’s pegged to launch in 2018. The second is a Disney-branded streaming platform that’s projected to go live the following year. The latter of these two could have major implications for Netflix and its viability heading into 2020.

The new ESPN service will host an estimated 10,000 events a year, ranging from MLB baseball and NHL hockey to Major League Soccer, tennis, and various college sports. Programming will be accessed by users using a new version of the current ESPN app. It will also offer individual sports packages, including MLB.TV, NHL.TV, and MLS Live, and sports news and highlights.

Disney’s new movie streaming service will bring an end to the company’s multiyear content agreement with Netflix, which is a potentially big blow to the streaming giant. That means Disney flicks – including Pixar releases – will no longer be carried by Netflix. Films such as Toy Story 4 and the sequel to Frozen, among others, will all be exclusive to Disney’s new service. Disney also says it will “make a significant investment in an annual slate of original movies, TV shows, short-form content and other Disney-branded exclusives” for the new service; Disney Channel, Disney Junior, and Disney XD programming will be included.

“This is an exciting validation of our team, its achievements and the customer-centric platform it’s built,” said Michael Paull, Chief Executive Officer of BAMTech. “Yet, we’ve merely scratched the surface of what can be accomplished in a future where we combine Disney and ESPN’s world-class IP and our proprietary direct-to-consumer ecosystem.”

Disney’s new deal kills any rumors that it might purchase Netflix outright, and leaves Netflix reeling from losing a source of content. Netflix, with a subscriber base of nearly 104 million, has spent years luring customers away from traditional cable subscriptions. Now it has added competition.

Netflix chief content officer, Ted Sarandos, recently told Reuters that the company is in “active discussions” to maintain the ability to show Disney’s Marvel and Star Wars films after 2019. Disney has yet to decide how it will distribute Marvel and Lucasfilm movies. Obviously, losing the license to host that kind of content would make Netflix less attractive to subscribers.
 

tripplej

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This could mean trouble but as mentioned above, Netflix is negotiating with Disney so I suspect not 100% will go away.
 

Tony V.

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With Netflix already 20 billion in debt they are going to have to do something, raising subscription prices is not the answer.
 

tripplej

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They do have excellent original shows and the cost for those shows are the majority share of that 20 billion debt.

Hopefully they will be able to get some profit from someplace..
 

Travis Ballstadt

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A) Netflix should just drop the catalog and focus on what they're really good at, producing original content. Price the service accordingly.

B) Any parent who's using Netflix streaming for their kid to watch Frozen on repeat is crazy, what with internet data caps these days.
 

tripplej

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I only allow streaming via wi-fi. No cell data is ever used. :)

Otherwise, yeah, the bill will be $$$$$
 

Todd Anderson

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As a father of teenagers, I'd have to say the amount of streaming (music and vids) by kids these days is shcoking. Way more than most suspect
 

tripplej

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From a societal point of view, social media/streaming/etc. is just as addictive as any other manipulative device...
 

phillihp23

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Whatever they decide to do, they would be a great loss if they fold. I hope they work it out, I find myself watching them more and more over satellite.
 

tripplej

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I agree with you.. Netflix is my go to default app for streaming..
 

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My wife lives on netflix, I dont think she watches any live TV any more.
 

Sonnie

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Who is Disney... is he on Netflix? I must have missed him.
 

JBrax

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Netflix isn't going anywhere. The business model might change as well as ownership but they aren't going to just fold up shop and dissolve.
 

tripplej

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I agree, things may change in terms of what is available but folks are very happy with their netflix streaming in general..

I also suspect for the dvd rentals as well.. :)
 

Kevon Manuel

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Netflix can win easily.
1. Increase video quality so you can't tell the difference when streaming, blu-ray and uhd blu-ray.
2. Any movie with a 7.1, Atmos, DTS:X and Auro mix, it should also be on Netflix. 5.1 is so late 90's
3. Foreign films should have an English sound track if it exists.
4. They don't need to have so much "Original" movies. Some a just plain crap.
5. Sign contracts to stream OTA content (local news, sports, etc) and offer cloud DVR.

With these 5 things, Netflix will own our eyeballs.
 

Todd Anderson

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Kevon, you make a good point about quality (both video and audio)... the service that nails that should (theoretically) dominate.
 

JBrax

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I've been perfectly happy with the 4K quality Netflix provides.
 
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