Streaming Video’s New Math [The Information]

Streaming Video’s New Math [The Information]

By Martin Peers

February 13, 2019 | As several of the big entertainment companies move toward the launch of Netflix-like video streaming services, the big questions for investors are how big a business will they build—and how much money will they lose along the way.

To get a sense of that, we dug into some numbers. Consider this: To cover what we estimate could be the programming costs for its new Disney+ streaming service, Disney would need roughly 37 million subscribers paying $9 a month globally. Netflix took more than three years to get to that many streaming subscribers.

Read more on The Information.

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