By George Szalai January 7, 2020 | Walt Disney's streaming business, including the recently launched Disney+ as well as Hulu and ESPN+, is being valued by the stock market at more than $100 billion, Barclays analyst Kannan Venkateshwar estimates. The Barclays analyst in a Monday report estimated the enterprise value of Disney’s core business, including its movie, networks and theme parks operations, at...

Above: Sharing a stage at the UHD Alliance's Filmmaker Mode press conference Jan. 6 are, from left, Makoto Morise of Panasonic; Ken Lowe of Vizio; Michael Zink and Mike Fidler, chairman and president, respectively, of the UHD Alliance; Nandhu Nandhakumar of LG Electronics; and Bill Mandel of Samsung. By Stephanie Prange January 6, 2020 | Three Hollywood guilds, the Film Foundation, consumer...

By Dade Hayes, Nellie Andreeva, Dominic Patten December 31, 2019 | Hollywood’s unofficial wake-up call came on February 1, 2013, when Netflix dropped the first season of House of Cards in a single, binge-able chunk. While that distinctive release pattern hasn’t yet become the official norm — many new rivals to Netflix insist on the traditional episode-at-a-time approach — the whole gestalt...

By Chaim Gartenberg December 31, 2019 | The Witcher has everything it needs to be Netflix’s next success: popular source material, a massive marketing campaign, a well-received performance by Henry Cavill, and an iconic meme in the form of the hit song “Toss A Coin To Your Witcher.” Yet, while certainly popular, it doesn’t seem like The Witcher is going to become...

By Patience Haggin and Sahil Patel December 26, 2019 | Comcast Corp. is in advanced talks to acquire video-streaming company Xumo LLC, according to people familiar with the matter, as the cable giant prepares to launch its own streaming service. Talks between the two companies are exclusive, and it is possible that negotiations could break down, some of the people said. Financial...

By Ben Munson December 23, 2019 | Together, HBO Max and Peacock will shake up the streaming video industry in 2020 by virtue of the massive resources their parent companies (AT&T and Comcast, respectively) have to invest toward their success. Individually, they could have varying impacts on the SVOD and AVOD markets. The goal posts are moved for HBO Max before it...

By Erik Hayden December 17, 2019 | A new survey of Disney+ subscribers suggests that the most-viewed content category on the platform isn't new originals but its library of vault classics like The Lion King and Mary Poppins. Roughly 22 percent of Disney+ subscribers among all age groups say they watch classics the most on the platform, topping those who cite Star Wars (21 percent), Marvel (15 percent),...

By Christopher Palmeri December 13, 2019 | Walt Disney Co.’s new streaming service, Disney+, signed up 10 million customers last month, well ahead of expectations. And it’s got a buzzy show with the Star Wars spinoff The Mandalorian. Now the world’s largest entertainment company has to figure out how to keep people from canceling the service after that series’ season finale on Dec. 27 or when...

By Ryan Vlastelica December 10, 2019 | Netflix Inc. was downgraded to the equivalent of a sell at Needham, which reiterated its view that the video-streaming company was at risk of losing millions of U.S. customers in 2020 given rising competition, including from low-cost rivals. The company “must add a second, lower priced, service to compete with Disney+, Apple+, Hulu, CBS All Access and...

By Scott Roxborough December 2, 2019 | Netflix's strategy of working with, not competing against, major pay-TV operators, is paying off, according to a study published Monday by media research group Ampere Analysis.  The report finds that Netflix has theoretical access to more than 300 million pay-TV households worldwide, almost double the company's current global subscriber base of 158 million, thanks to an...