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Disney Plus passes Netflix in subscriber and I'm skeptical--Poll18178

Masculinity takes a holiday. EbayMafia private msg quote post Address this user
Just heard yesterday that Disney Plus has more subscribers than Netflix. I've had Disney Plus for over 2 years but have never paid for it as far as I know. Maybe someone can find the actual subscriber revenue for the two platforms?
A poll to see how this new development compares to membership here on the forum. Please put just one check mark in any of the posts below that apply to you:
Post 1 IP   flag post
Masculinity takes a holiday. EbayMafia private msg quote post Address this user
Choice 1: Have a Netflix account and Pay for it.
Post 2 IP   flag post
Masculinity takes a holiday. EbayMafia private msg quote post Address this user
Choice 2: Have a Disney Plus account and pay for it.
Post 3 IP   flag post
Masculinity takes a holiday. EbayMafia private msg quote post Address this user
Choice 3: Have a Netflix login but do not pay for it.
Post 4 IP   flag post
Masculinity takes a holiday. EbayMafia private msg quote post Address this user
Choice 4: Have a Disney Plus login but do not pay for it.
Post 5 IP   flag post
Masculinity takes a holiday. EbayMafia private msg quote post Address this user
Choice 5: Do not have logins for Netflix or Disney Plus.
Post 6 IP   flag post
I'll probably wake up constipated. Pre_Coder private msg quote post Address this user
I do enjoy my Choice 3,.. although I don't use it much.

But it's there.
Post 7 IP   flag post
Collector Darkseid_of_town private msg quote post Address this user
not really hard to figure out, they are bundled with hulu
Post 8 IP   flag post
Masculinity takes a holiday. EbayMafia private msg quote post Address this user
Quote:
Originally Posted by Darkseid_of_town
not really hard to figure out, they are bundled with hulu


Is the Hulu subscriber base that big? I think they are also bundled with my cell phone. It was a 12 month free subscription through Verizon I think. My wife says we've never been charged for it. But since I don't see a physical bill I suspect we started getting charged through the cell phone service at some point.
Post 9 IP   flag post
Collector ShadowFan private msg quote post Address this user
My Disney Plus is bundled along with ESPN Plus and Hulu into my Verizon wireless bil. I pay Verizon for it who then funnels it to Disney I guess? I'm not sure how they'd accurately count subscribers this way tho.
Post 10 IP   flag post
Collector teacha777 private msg quote post Address this user
You forgot to mention they had the revenue to match, but we pay for Netflix and I think we pay for Disney + through verizon? The wife takes care of that so I’m not sure
Post 11 IP   flag post
TL;DR Davethebrave private msg quote post Address this user
https://deadline.com/2022/08/disney-just-passed-netflix-in-total-streaming-subscribers-1235089361/amp/

“Disney counts subscribers to SVOD bundles as one for each service included. (As in, subscribers to Hulu Live TV + SVOD offerings are counted as one each for Hulu Live TV + SVOD, Disney+ and ESPN+.) “When we aggregate the total number of paid subscribers across our DTC streaming services, we refer to them as paid subscriptions,” Disney’s earnings release says.”

In my household that means they count us 3x for our bundle (Hulu with D+ and ESPN+ added).

Our usage is 95% Hulu, 5% D+, 0% ESPN (the latter being a freebie that made no pricing difference to the package).

Netflix usage is maybe 3x that of Hulu.
Post 12 IP   flag post
Collector ERB_in_CLT private msg quote post Address this user
What I think is the real story here is that both will have tiers with ads, so we’re basically back to network TV.
Post 13 IP   flag post
Collector michaelekrupp private msg quote post Address this user
I have the Hulu D+ bundle and Netflix, both of which I pay for, but I never actually watch either one. They are solely for the benefit of my kid, who swears he watches both of them enough to justify the expense. My TV time is pretty limited. I mainly watch Fox News Channel and football when I do turn it on.
Post 14 IP   flag post
Have I told you about the time I dropped off 3,000 comics at SDCC? Scifinator private msg quote post Address this user
Quote:
Originally Posted by EbayMafia
Just heard yesterday that Disney Plus has more subscribers than Netflix. I've had Disney Plus for over 2 years but have never paid for it as far as I know. Maybe someone can find the actual subscriber revenue for the two platforms?
A poll to see how this new development compares to membership here on the forum. Please put just one check mark in any of the posts below that apply to you:
@EbayMafia - part of why I do not have NFLX in my client portfolio’s, is that quite unlike DIS, NFLX is extremely dependent on paid subscription whereas DIS is anything but. DIS has the capability, wherewithal, and experience at monetizing their content via their stores, theme parks, licensing agreements, etc.

While i love series like Ozarks, the merchandising/monetization chops are not there.
Post 15 IP   flag post
Collector etapi65 private msg quote post Address this user
We have and pay for netflix, hulu, D+ and paramount. Hulu already has ads...so I'm not sure why the price hike matters.

Our cable bill was $80/mo. It increased to $120 a month and we cancelled it. Even with these subscriptions we're about 1/3 the cost of paying for cable.

We watch hulu the most (by far). I watch some netflix programming, but I'd actually prefer it if they still had a "send you blu ray in the mail" option, when they used to have like 50,000 movie titles. Most of the movies they currently have aren't of much interest for me or my wife. When I'm done with Sandman we may be dropping netflix for a while (had it since....2005?).
Post 16 IP   flag post
Collector etapi65 private msg quote post Address this user
Quote:
Originally Posted by Scifinator
Quote:
Originally Posted by EbayMafia
Just heard yesterday that Disney Plus has more subscribers than Netflix. I've had Disney Plus for over 2 years but have never paid for it as far as I know. Maybe someone can find the actual subscriber revenue for the two platforms?
A poll to see how this new development compares to membership here on the forum. Please put just one check mark in any of the posts below that apply to you:
@EbayMafia - part of why I do not have NFLX in my client portfolio’s, is that quite unlike DIS, NFLX is extremely dependent on paid subscription whereas DIS is anything but. DIS has the capability, wherewithal, and experience at monetizing their content via their stores, theme parks, licensing agreements, etc.

While i love series like Ozarks, the merchandising/monetization chops are not there.


Netflix is a channel at this point. Like USA network used to be. The format for delivery is just through internet instead of cable provider. I read an article that netflix contraction is due to a shift in how we view them. They're no longer a innovative start up. They're just like any other media company.
Post 17 IP   flag post
Collector* Towmater private msg quote post Address this user
We paid for Disney+. That runs out in Nov. We have no interest in renewing it.
Post 18 IP   flag post
Have I told you about the time I dropped off 3,000 comics at SDCC? Scifinator private msg quote post Address this user
@etapi65 - Exactly why it wasn't/isn't a good investment at it's current valuations.
Post 19 IP   flag post
Suck it up, buttercup!! KatKomics private msg quote post Address this user
I would drop disney in an instant except that we use my sister in-laws netflix and she uses our disney. She has a 6yr old...so they watch more disney than us.

Like 3 shows I watch on Disney (xfiles, solar opposites and murders in the building) I can honestly say I would not miss any of their Marvel or Star Wars offerings
Post 20 IP   flag post
TL;DR Davethebrave private msg quote post Address this user
My note above is key. The triple-count in the Disney numbers. If you look at revenue per user Netflix blows Disney away. We are talking a difference of multiples, not fractions. 2x+ revenue per user stateside and 4x+ foreign markets.

The other issue is Disney’s content investment is massive. Netflix shares the same challenge but Disney is not yielding the same per-investment-$ return from streaming (see above). They are banking on being able to ride the content base in the future.

Netflix was a terrible stock to own into this year’s reckoning for the same reason most high-fliers were… unreasonable extrapolation and hype.

Looking at subscriptions I have Amazon > HBO > Netflix > Hulu > D+ with the latter two grouped as a bundle. The first to drop is D+.
Post 21 IP   flag post
TL;DR Davethebrave private msg quote post Address this user
Oh, and I’ve never had cable TV. Growing up we were both too poor (subjectively) and cheap (objectively). When I got my own place I worked too much to care. Then I was an early adopter of Netflix. Then kept adding services. Fascinating to see how the early mover advantage of Netflix was slowly but predictably eroded. They still remain in my top 3 as stated above but are now superseded by Amazon/HBO.

Also fascinating to see how effective Amazon is at competing in so many markets they set their sights on.
Post 22 IP   flag post
Masculinity takes a holiday. EbayMafia private msg quote post Address this user
Quote:
Originally Posted by Scifinator
@etapi65 - Exactly why it wasn't/isn't a good investment at it's current valuations.


I don't understand why Netflix doesn't make money from selling old content to network television stations. Something like House of Cards which is now several years old. Seems to me that one of the network stations would pay a decent amount to be able to air it. I imagine if House of Cards showed up on CBS network it would draw a pretty decent audience and sell a decent amount of commercials. And since all the costs were accounted for long ago, it would be 100% profit for Netflix, straight to the bottom line. They are sitting on a ton of content that no longer has value to them but could be of value to another platform. And most of it is old enough that it wouldn't affect their subscriber base.
Post 23 IP   flag post
Suck it up, buttercup!! KatKomics private msg quote post Address this user
@Davethebrave ...we never had cable because our town was too small and no cable company would run the cable out to it!!
Post 24 IP   flag post
Collector Nearmint67 private msg quote post Address this user
Quote:
Originally Posted by EbayMafia
I don't understand why Netflix doesn't make money from selling old content to network television stations. Something like House of Cards which is now several years old. Seems to me that one of the network stations would pay a decent amount to be able to air it. I imagine if House of Cards showed up on CBC network it would draw a pretty decent audience and sell a decent amount of commercials. And since all the costs were accounted for long ago, it would be 100% profit for Netflix, straight to the bottom line. They are sitting on a ton of content that no longer has value to them but could be of value to another platform. And most of it is old enough that it wouldn't affect their subscriber base.


Excellent idea... Like MASH or Cheers will always find someone to pay to play those old reruns...

I would like to see ESPN & ESPN+ just be one channel instead of having to pay for 2 services.
Post 25 IP   flag post
It was a one trick pony show but always hilarious. GAC private msg quote post Address this user
Quote:
Originally Posted by EbayMafia
Quote:
Originally Posted by Scifinator
@etapi65 - Exactly why it wasn't/isn't a good investment at it's current valuations.


I don't understand why Netflix doesn't make money from selling old content to network television stations. Something like House of Cards which is now several years old. Seems to me that one of the network stations would pay a decent amount to be able to air it. I imagine if House of Cards showed up on CBC network it would draw a pretty decent audience and sell a decent amount of commercials. And since all the costs were accounted for long ago, it would be 100% profit for Netflix, straight to the bottom line. They are sitting on a ton of content that no longer has value to them but could be of value to another platform. And most of it is old enough that it wouldn't affect their subscriber base.


It's a good idea but your specific example may be problematic. Netflix or the production company (assuming they're not the same thing) has sued Kevin Spacey for $31M and won. They claim his nefarious actions were the downfall of the show. This could be complicating why that show isn't appearing elsewhere....or more likely just the fact that it stars Kevin Spacey at all is the problem.
Post 26 IP   flag post
If the viagra is working you should be well over a 9.8. xkonk private msg quote post Address this user
@EbayMafia it seems like the direction that all the streamers are moving is to silo their content. I guess the thinking is If you can watch something somewhere else then why would you subscribe? Disney is going through a lot of effort to get all the old IP back in-house for sure. Farming out the old stuff might make sense but I don't know (and I doubt a streamer would say) how much rewatching it gets.
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TL;DR Davethebrave private msg quote post Address this user
You think you had it tough? We had it tough. We used to 'ave to get up out of shoebox at twelve o'clock at night and lick road clean wit' tongue. We had two bits of cold gravel, worked twenty-four hours a day at mill for sixpence every four years, and when we got home our Dad would slice us in two wit' bread knife

Quote:
Originally Posted by KatKomics
@Davethebrave ...we never had cable because our town was too small and no cable company would run the cable out to it!!
Post 28 IP   flag post
TL;DR Davethebrave private msg quote post Address this user
The Sandman is a WB production streaming on Netflix…

Content has tremendous value. Old shows cost a good $ in licensing fees. One of the reasons Netflix started to cut that content and add Netflix originals to fill their library.

Quote:
Originally Posted by xkonk
@EbayMafia it seems like the direction that all the streamers are moving is to silo their content. I guess the thinking is If you can watch something somewhere else then why would you subscribe? Disney is going through a lot of effort to get all the old IP back in-house for sure. Farming out the old stuff might make sense but I don't know (and I doubt a streamer would say) how much rewatching it gets.
Post 29 IP   flag post
Collector xjagnew private msg quote post Address this user
We had to watch network TV uphill both ways. Inhumane by today's standards.
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