D2C News

June 4, 2019 | Investment analysts Craig Moffett and Michael Nathanson of MoffettNathanson examine WarnerMedia’s direct-to-consumer plans in a May 29 report informed by a recent interview they conducted with WarnerMedia CEO John Stankey. The pair size up the competitive situation for WarnerMedia as promising, but not without challenges: AT&T, like Disney, will have to forgo high margin licensing revenue (and...

By Natalie Jarvey May 31, 2019 | With Pluto TV, an ad-supported platform that has attracted 16 million monthly users by mimicking the experience of channel surfing for cord-cutters, Viacom hopes to extract new dollars from old episodes of The Hills and All That. It's just one element of a prolonged turnaround strategy that includes a growing ad-targeting platform, plans for more digital video production...

By Lucas Shaw May 30, 2019 | Hollywood studios say they’re breaking up with Netflix. But the reality isn’t that simple. Two years ago, Walt Disney Co. parted ways with Netflix Inc. in a public declaration of war. The owner of Star Wars, Marvel and Pixar movies would stop licensing films to the world’s most popular paid online TV network. Instead, Disney planned to keep...

By Sahil Patel May 29, 2019 | Driven by Netflix, TV production is a seller’s market right now. It’s leading some legacy TV companies to increasingly make movies and TV shows for their rivals. The key challenge for these companies is in weighing the benefit of short-term revenue gains versus building products that create a long-term direct relationship with customers. Read more...

By Stephen McBride May 21, 2019 | Netflix changed how we watch TV, but it didn’t really change what we watch… Netflix has achieved its incredible growth by taking distribution away from cable companies. Instead of watching The Office on cable, people now watch The Office on Netflix. This edge isn’t sustainable. In a world where you can watch practically anything whenever you want, dominance in distribution is very fragile. Read more on Forbes. Related Articles: Disney+...

By Joe Flint and Micah Maidenberg May 14, 2019 | Walt Disney Co. and Comcast Corp. have struck a wide-ranging deal that turns operational control of Hulu over to Disney and gives Comcast the option to sell Disney its stake in the streaming-video service. Under the deal, Comcast can require Disney to purchase the one-third stake its NBCUniversal subsidiary owns in Hulu as early...

By Sahil Patel April 18. 2019 | Later this year, Disney and WarnerMedia, hellbent on building their own direct-to-consumer video businesses, are expected to launch rival streaming services. Apple is introducing its own streaming offering, while Amazon and Hulu look to continue growing their own streaming services. Meanwhile, Netflix's costs continue to escalate as the company aggressively spends more and more...

With all eyes on the monthly pricing of Disney+ relative to (more expensive) Netflix, analyst Michael Nathanson takes a look at Netflix content and what viewers like about it [caption id="attachment_6348" align="alignleft" width="200"] Michael Nathanson | Moffett Nathanson[/caption] April 8, 2019 | As Disney+,  Apple and WarnerMedia launch new direct to consumer products in 2019, the single most fascinating subject for media...