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Ariella
Ariella
3/9/2017 8:45:47 AM
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Author
Re: Skinny TV Salvation
@mhhf1ve Media is a big chunk of Disney's overall business, but it's not all of it, as evidenced by the pie chart that was replicated in http://marketrealist.com/2016/05/disneys-revamped-business-strategy-star-wars-franchise/

 

 

According to that article, the real differentiator for Disney is its intellectual property:

Disney's value proposition


Disney stands out from its competitors in the media industry because of its large amount of intellectual property. The company monetizes these assets successfully across its segments. It accomplishes this through the creation of content that uses its intellectual property, whether it's retailing merchandise, console games, or attractions at its theme parks that showcase Disney characters.

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elizabethv
elizabethv
3/9/2017 8:19:53 AM
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Platinum
Re: Skinny TV Salvation
@dmendyk - I don't see Disney as really going anywhere, even if they are currently profitting from being in bundles that are large with viewers that aren't even watching them specifically. They are far too huge in family circles to even be remotely damaged by skinny bundles. Not to mention the ease of providers creating a family package with Disney included. You could even break the Disney channels up to offer lower priced packages. Disney Jr. does a really good job of targetting kids my kids age, so when we had cable, we spent most our time on Disney Jr. and honestly never even lingered on Disney XL because there was nothing on there that my kids had any interest in. So even the people that are currently watching Disney with the bigger bundles, aren't necessarily watching all the Disney channels. There are a lot of options out there for Disney right now, they'll be fine.

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mhhf1ve
mhhf1ve
3/8/2017 11:20:41 AM
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Platinum
Re: Skinny TV Salvation
This Disney situation seems unsustainable in the long run, so it looks like Disney (and other content owners) may have to diversify their businesses? I don't think Disney is a target for a telco merger because it's too big already, but maybe we'll start seeing more Disney hardware someday? Like Disney tablets that compete with Nintendo? Or I guess we'll just see Disney continue to expand into MMO games and software... 

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mpouraryan
mpouraryan
3/8/2017 10:35:48 AM
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Platinum
Re: Skinny TV Salvation
..and To humbly add @ADI, how they're trying to be creative--for instance Discovery just spun off a new "APP" called curiosity.   The intellectual capital they have is quite extra ordinary to mine--isn't it? 

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mpouraryan
mpouraryan
3/8/2017 10:34:08 AM
User Rank
Platinum
Re: Skinny Bundles
I am curious to see what the community thinks about the new YouTube service--and this is as the "disruptors" (Netflix/Amazon) are not sitting idly by?  

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dmendyk
dmendyk
3/8/2017 9:33:17 AM
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Platinum
Re: Skinny TV Salvation
Disney's dilemma here is that it has been ringing up significant revenue from subscribers who DON'T watch its programming. On demand, skinny bundles, etc. are damaging that phantom revenue stream. So far, Disney and other content providers (like Discovery) have been able to cajole pay TV providers into maintaining their fat-filled offers, but over the past two years more operators are moving toward slimmer offers. Content companies that have relied on rights fees covering all subscribers are seeing eroding revenues, and there's not much they can do about it. Hence stories like more layoffs at Disney's ESPN.

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srufolo1
srufolo1
3/7/2017 11:11:49 PM
User Rank
Platinum
Re: Skinny Bundles
@DHagar That, perhaps, is the biggest challenge the operators have. They need to know which niches will bring them the largest number of viewers with the skinny bundles.

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DHagar
DHagar
3/7/2017 10:10:53 PM
User Rank
Platinum
Re: Skinny Bundles
@srufolo1, I agree with you.  The trend will increasingly be with personal choice.  The operators who can better figure out the customer segmentation and niche markets stand to gain.

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DHagar
DHagar
3/7/2017 10:08:30 PM
User Rank
Platinum
Re: Skinny TV Salvation
@clymendyk - that is serious money!

What do you see as the solution for Disney to stop the bleeding and establish new bundles that fit "The Magic Kingdom"?

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srufolo1
srufolo1
3/7/2017 9:20:37 PM
User Rank
Platinum
Skinny Bundles
I agree that skinny bundles will save Pay-TV operators from cord-cutting, however the 27 percent also have a point, that they will work if they target only the niche viewers, and most of their customers stick to the fat packages. There is really nothing for them to lose if they offer both.

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