$DIS earnings, Disney vs Netflix & streaming strategies with Lon Harris + Ephemeral Tattoos | E1532

TL;DR

Disney's Q3 revenue reaches 21.5 billion, driven by the success of Disney+, which now has 152.1 million global subscribers.

Transcript

all right everybody it's thursday and you know what that means this week in streaming my boy lon harris is here to break down disney's blowout quarter as you know i made a j trade on disney i am very long disney and my lord this was very confirming for me that i am going to be a great public market equities investor we do a deep dive on all the stu... Read More

Key Insights

• 🎏 Disney's streaming success is driven by its extensive content library and popular franchises, making it a formidable competitor to Netflix.
• ✋ The addition of FX's library to Hulu has strengthened the streaming platform's offerings, attracting a wider audience with high-quality shows.
• 🖐️ Disney's strategic expansion into international markets has played a crucial role in driving its subscriber growth.
• 🤨 As Disney+ continues to gain momentum, Disney has the opportunity to raise prices and further capitalize on its strong subscriber base.

Questions & Answers

Q: What drove Disney's blowout quarter?

Disney's success can be attributed to the impressive growth of Disney+, the expansion into international markets, and the strength of its content library, including popular franchises like Star Wars and Marvel.

Q: How does Disney+ compare to Netflix in terms of subscribers?

Disney+ now has 500,000 more subscribers than Netflix, signaling a significant shift in the streaming landscape. However, Netflix still maintains a larger audience with over four times the revenue and 70 million more subscribers due to its higher pricing.

Q: What is the impact of adding FX and its library to Hulu?

The addition of FX's content to Hulu has boosted the streaming platform's offerings, attracting more subscribers with popular shows like Fargo and Archer. It has also created a significant bump in Hulu's revenue and overall appeal.

Q: How has Disney's pricing strategy changed recently?

Disney is starting to raise prices, indicating a shift from its initial low-cost strategy. By introducing ads for the baseline Disney+ subscription and offering an ad-free option at a higher price, Disney is beginning to capitalize on its strong subscriber base and premium content.

Summary

In this video, the hosts discuss Disney's blowout quarter, the movie "Prey," the DC film strategy, and an interview with a company that makes disappearing tattoos. They also mention sponsors MicroAcquire, Vanta, and OpenPhone.

Questions & Answers

Q: What topics are discussed in the video?

The hosts discuss Disney's quarterly earnings, the movie "Prey," the DC film strategy, and an interview with a company that makes disappearing tattoos.

Q: What does the host say about their investment in Disney?

The host mentions that they made a J trade on Disney and are very long on the company, and that Disney's blowout quarter confirms their belief in their investing abilities.

Q: What do the hosts do a deep dive on?

The hosts do a deep dive on all the studios and their streaming services to try and figure out the box office vs. day and date release strategy.

Q: How is "Prey" described?

"Prey" is described as a predator story set in the 18th century in Quebec, released directly on Hulu, and directed by Dan Trachtenberg.

Q: What is the hosts' opinion of "Prey"?

The hosts think "Prey" is an excellent movie and one of the best sci-fi films in the last 10 years. They praise the director and the storytelling in the film.

Q: What do the hosts suggest for the DC film strategy?

The hosts suggest that Warner Brothers Discovery should handle the issues at DC by allowing auteurs to pursue their vision and make films that are free of the constraints of trying to serve everyone's interests.

Q: What is discussed in the interview with the company that makes disappearing tattoos?

The hosts mention that Molly interviews a company that makes disappearing tattoos, but no further details are provided.

Q: What are the sponsors of the video?

The sponsors mentioned in the video are MicroAcquire, Vanta, and OpenPhone.

Q: Who is the guest on the show?

The guest on the show is Lon Harris, the podcast host of Binge Boys and a writer for Some More News.

Q: What is Lon Harris known for?

Lon Harris is known for hosting the Binge Boys podcast and writing for Some More News, a YouTube show similar to The Daily Show.

Takeaways

The video provides insights into Disney's quarterly earnings, the movie "Prey," the DC film strategy, and an interview with a company that makes disappearing tattoos. The hosts are positive about "Prey" and believe it is a great sci-fi film. They suggest that Warner Brothers Discovery should let auteurs pursue their artistic vision in the DC film universe. The sponsors of the video are MicroAcquire, Vanta, and OpenPhone.

Summary & Key Takeaways

• Disney's Q3 revenue grew by 26% YoY, with the media and entertainment segment at 14.1 billion and parks, experiences, and products at 7.4 billion.

• Disney+ continues to thrive with 152.1 million subscribers, up 31% YoY, while Hulu and ESPN+ also contribute to Disney's streaming success.

• Disney's content powerhouse, including Star Wars, Marvel, and Pixar, coupled with its expansion into international markets, plays a significant role in its subscription growth.