News Round Up 2019

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And Gen X doesn’t care about anybody. Sincerely, Born in 74. ;)
What's the meme? For every boomer who hates a millennial, just remember there's a Gen X who hates you both?

This is really interesting. I always wondered about that.
I rarely get bitten at WDW. Apparently I should buy a liquid garlic to spray around my back patio. It's awful this summer.
 
But they have access to a MASSIVE catalogue right off the bat -- why choose such an incredibly limited list?? I don't get it.

So - I think people are ignoring the obvious. I think they want to be able to roll out new content every week. Unlike Netflix that takes things down, I think D+ is going to leave it's content up. So rather than splat all its content at the same instance - they want to be able to say "and next week you get this, and then this". If they put everything on there at once, then everyone would be complaining "oh, it was great at first, but they never have new content." As some pointed out, it's not like you can watch the 1000 hours of shows/movies the first week. This way they keep making new additions. Seems so obvious to me.
 
So - I think people are ignoring the obvious. I think they want to be able to roll out new content every week. Unlike Netflix that takes things down, I think D+ is going to leave it's content up. So rather than splat all its content at the same instance - they want to be able to say "and next week you get this, and then this". If they put everything on there at once, then everyone would be complaining "oh, it was great at first, but they never have new content." As some pointed out, it's not like you can watch the 1000 hours of shows/movies the first week. This way they keep making new additions. Seems so obvious to me.

I tried to allude to that (and likely did so poorly). However, that's one of the very reasons I may just hold off a while on subscribing until there's a more substantial library. Disney has a lot riding on this service, did a big presentation, has a big upcoming release date, etc., so I question the wisdom in holding it back like that. They're going to have additional content to add as contracts with other providers expire, and they could have included the bulk of the Disney library while then adding in the Fox content that was acquired earlier this year.

I was talking with a friend last week who is a financial adviser, and we were discussing Disney and Disney+. He's not a big Disney guy (I don't think they've even been down to Disney yet with their kids). However, he knew all about Disney+ (it sounded like he either watched the presentation a couple months ago or read quite a bit about it), and he was talking about it in terms of stocks and value. Particularly, he was talking about corporate value going forward and how big owning content is for these companies in terms of future viability, profit, and value. So investors know how important value is and Disney+ is very important to Wall Street.

I would think Disney would want this to be a metaphorical drop the mic situation. A "we're going to leave this right here for you," and release it with the level of content that would just blow people away. I'm just surprised, and it really does encourage some to just wait to sign up. While I'm interested in the Mandalorian and some of the new content, I'm perfectly content waiting until all the episodes are there and subscribing a couple months in when there's more content and just watching the show then - I don't need to watch anything the night/week it is released. Since there aren't that many movies that we've been waiting to show the kids from the old library, we might as well keep finding titles on Hulu and Netflix for the kids to watch, and wait. Additionally, if there's only a handful of things to watch, for many, the service may get stale awfully quickly - which is more of a worry, in my opinion.

Lastly, in writing all of this, I can't help but wonder if Disney is not looking for huge subscriber numbers right out of the gate, out of fears of technical problems. I don't really believe this is the case, since even with smaller subscriber numbers, any technical issues will be heavily reported, but it almost feels like if they slowly build subscribers, they can test their systems better this way??? It just seems antithetical to the behavior of those at the top of the corporate ladder, however.
 
I tried to allude to that (and likely did so poorly). However, that's one of the very reasons I may just hold off a while on subscribing until there's a more substantial library. Disney has a lot riding on this service, did a big presentation, has a big upcoming release date, etc., so I question the wisdom in holding it back like that. They're going to have additional content to add as contracts with other providers expire, and they could have included the bulk of the Disney library while then adding in the Fox content that was acquired earlier this year.

I was talking with a friend last week who is a financial adviser, and we were discussing Disney and Disney+. He's not a big Disney guy (I don't think they've even been down to Disney yet with their kids). However, he knew all about Disney+ (it sounded like he either watched the presentation a couple months ago or read quite a bit about it), and he was talking about it in terms of stocks and value. Particularly, he was talking about corporate value going forward and how big owning content is for these companies in terms of future viability, profit, and value. So investors know how important value is and Disney+ is very important to Wall Street.

I would think Disney would want this to be a metaphorical drop the mic situation. A "we're going to leave this right here for you," and release it with the level of content that would just blow people away. I'm just surprised, and it really does encourage some to just wait to sign up. While I'm interested in the Mandalorian and some of the new content, I'm perfectly content waiting until all the episodes are there and subscribing a couple months in when there's more content and just watching the show then - I don't need to watch anything the night/week it is released. Since there aren't that many movies that we've been waiting to show the kids from the old library, we might as well keep finding titles on Hulu and Netflix for the kids to watch, and wait. Additionally, if there's only a handful of things to watch, for many, the service may get stale awfully quickly - which is more of a worry, in my opinion.

Lastly, in writing all of this, I can't help but wonder if Disney is not looking for huge subscriber numbers right out of the gate, out of fears of technical problems. I don't really believe this is the case, since even with smaller subscriber numbers, any technical issues will be heavily reported, but it almost feels like if they slowly build subscribers, they can test their systems better this way??? It just seems antithetical to the behavior of those at the top of the corporate ladder, however.

I see it as a number of factors:
1) They know the hard core fan will sign up no matter what
2) This isn't a one time purchase, they need to get people to continue to have it long term and to keep excitement and interest up over time - if they role everything out all at once then they don't have the continual marketing of "now this is available, now this has been added, etc.
3) Obviously some of the original stuff takes time to produce and they don't want all at once (and for things par to the Marvel MCU they can't have it all at once)

So, I can get why people would want more of the old movies and shows - definitely some more things I wish were there too (like Wonderful World of Color and stuff like that) but also get why Disney needs to play the long game and can't have everything at once ... so they are trying to start with a little bit for everyone that might be interested (I know some people that just will sign up for the entire Simpsons catalogue alone) and keep being able to role stuff out to keep interest up and keep people renewing their subscription

and "new subscribers" are important to investors too ... so while it would be great to have 50 million subscribers on day 1 (or whatever number they would want) ... if there are next to no new subscribers after that, it won't keep helping the stock. Beter to start out with 20m and htne add 5m each quarter for the next 5 years
 
Since I'm guessing what's being discussed is only the beginning of the Disney+ discussions, can someone please start a Disney+ thread and take the conversation there. This is a NEWS thread and we have pages and pages of Disney+ conversation here. Valuable stuff, it's just overtaking this thread.
 
So - I think people are ignoring the obvious. I think they want to be able to roll out new content every week. Unlike Netflix that takes things down, I think D+ is going to leave it's content up. So rather than splat all its content at the same instance - they want to be able to say "and next week you get this, and then this". If they put everything on there at once, then everyone would be complaining "oh, it was great at first, but they never have new content." As some pointed out, it's not like you can watch the 1000 hours of shows/movies the first week. This way they keep making new additions. Seems so obvious to me.
If that is actually what happens, then good. If they decide to cycle things out and only have a total of 100 titles, then it is pretty bad.
 

Now that is great news. Hulu has a great interface and I already have multiple add ons. Simplifies it that way.

If that is actually what happens, then good. If they decide to cycle things out and only have a total of 100 titles, then it is pretty bad.
So - I think people are ignoring the obvious. I think they want to be able to roll out new content every week. Unlike Netflix that takes things down, I think D+ is going to leave it's content up. So rather than splat all its content at the same instance - they want to be able to say "and next week you get this, and then this". If they put everything on there at once, then everyone would be complaining "oh, it was great at first, but they never have new content." As some pointed out, it's not like you can watch the 1000 hours of shows/movies the first week. This way they keep making new additions. Seems so obvious to me.
We already know that at least some of the content will have to be removed to go back to Netflix in a couple years. So not everything will be staying up once it’s added.

I believe they've announced 500 movies and 7500 episodes will be available by the end of the first year.
 
Here is another thing with Disney + not just doing a content dump day 1. Sure there are technical reasons why you might not want to aim for having everything hosted at one time, being that it costs money to host thousands upon thousands of hours of video and TV, you have to have a large server complex to handle that much data, I am not sure if Disney hosts there own or uses a outside company like AWS to host this info but knowing Disney its prob in house, so that means they will have to build that hardware and such. Its a larger initial upfront investment with more variables that can go wrong. It makes more since to start off with a good solid chunk of content and increase overtime as the subscriptions come in and the money comes in to offset your cost of operation. Second is Disney doesnt wants to make it a bit harder for those people who like to get a netflix subscription for 1 or 3 months, watch all the original content and then cancel till the next batch comes out. Have a good solid time managed roll out of a bunch of highly anticipated titles helps keep people on the hook longer, paying those fees. A third thing is, that when it comes to the classic movies, I am pretty sure they still want to be able to sell people a copy of the movie. If in November Im jonesing really hard to watch the Original Aladdin but it is only on the service in May till June, if I really want that movie to watch I need to pony up my money to get it "off season" Disney wants as many streams of income as they can from the digital assets they own. They want you to pay to see it in the theater, they want you to pay to own it and they want you to pay to stream it, not to mention merchandise and IP in parks. If all content was availble on Disney plus from release and stayed forever on Disney plus, than the value for the individual product goes down. Disney wants you to love the movies they want you to want to watch it all the time, but they also want to make as much money as they can from it. Disney is one of the few companys that developed there own Distribution channels for movies it has made them billions, I dont think Disney wants to kill the groudwork that Buena Vista Films now Walt Disney Motion Pictures set forth that has made them that much money. It makes more financial sense from a home use movie stand point right now for Disney to keep some value in making people buy the films they want. After all Disney is the standard for createing hype for limited time movie purchases, just look at all the Disney Vault Films they like to pull out and try to sell for a limited time. Its just artificial time lines, its not like they are actually taking master out of a vault any more and creating a limited copy of movies. Its all digital now its no harder to release a movie on a disc than it is do create a home movie on your own DVD. At the end of the day its going to be about profit optimization, risk reduction and protecting the value of the IPs.
 
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