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Disney says it has more streaming customers than Netflix

88 点作者 lxm超过 2 年前

35 条评论

legitster超过 2 年前
Disney has so much less content, and I really don&#x27;t mind it.<p>There&#x27;s nothing I hate more than logging into Netflix after a month and everything I was vaguely interested in has now completely disappeared and been replaced by even more half-assed looking projects.<p>Also, shout out to Disney for actually making it easy to restart a show from the beginning. I don&#x27;t understand how Netflix has dropped so much money into children&#x27;s programming without doing any sort of user testing to find out that kids generally like watching the same shows again.
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LarsDu88超过 2 年前
Disney has decades of experience with content that the whole family can enjoy. Netflix has a decade of experience with...AWS<p>With Netflix you get a mixed bag of Stranger Things + stuff that most folks expect to be dropped after 2 seasons.<p>When Netflix pivoted into content, they needed to get creatives and passionate people in charge rather than the tech-world PMs they ended up putting in charge.<p>Disney might not be perfect, but for the MCU and Jon Favreau-adjacent Star Wars stuff, theres a distinct respect for story telling and characters that just totally missing from some of the high budget Netflix stuff.<p>Properties like MillarWorld just have the soul sucked straight out of them in Netflix&#x27;s hands
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alistairSH超过 2 年前
Not surprising, Disney (plus ESPN and HULU) is bundled with several cell phone plans in the US. I subscribe because it’s “free”.<p>And Netflix continues its long slide into irrelevance. I’ve was a subscriber for many years, but cut it last month. Too much low-quality programming and it continually recommends shows I’ve watched previously and refuses to allow Apple to index it’s catalog so it appears in alongside other providers inside Apple TV.
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hemloc_io超过 2 年前
Here&#x27;s a question I&#x27;ve had and maybe someone from HN can answer it.<p>The (movie) streaming wars have content as a differentiator in the market, but it doesn&#x27;t seem like Spotify&#x2F;Apple music is effected.<p>Assuming both the RIAA and MPAA members both don&#x27;t care about consumer complaints that much, why do record companies not start their own streaming services?<p>I assume it&#x27;s easier than making a movie streaming service, and it&#x27;s basically the same business model right?<p>Why aren&#x27;t we reading these headlines about Top Dawg vs Spotify instead of Disney vs Netflix.
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habibur超过 2 年前
News says all three Disney owned streaming services : Disney+, ESPN+ and Hulu, when counted together, have about 1% more subscribers than Netflix.<p>I thought Disney streaming service now has more paying customers than Netflix. Still not the case.
muglug超过 2 年前
Content is king. Once the big studios started pulling their stuff from Netflix in favour of their own streaming platforms, the writing was on the wall.<p>Netflix doesn’t have the breadth of monetisable IP that the mouse has. The latest season of The Crown is basically scraping the barrel of royal family drama. Stranger Things has a season or two left. If I had Netflix stock I’d sell.
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ShockedUnicorn超过 2 年前
To be clear. Disney+, ESPN+ and Hulu when _combined_ have more customers.<p>It&#x27;s important to note that Disney pushes hard for buying these 3 together as a package for a reduced price, therefore basically tripling some customer numbers.
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jurassic超过 2 年前
I saw somebody describe Netflix as a library of unfinished books. That sums up my feelings about the platform well. I don&#x27;t bother, because I don&#x27;t like to get invested in things that are very likely to be cancelled.
kypro超过 2 年前
I know it&#x27;s not Disney &#x2F; Netflix, but am I the only one surprised by how good and unappreciated Prime Video is? I find there&#x27;s some good stuff on there and it&#x27;s all bundled in with my Prime subscription so as a long-term Prime subscriber I feel like I basically get it for free. The Boys is amazing for example, probably the best superhero show I&#x27;ve ever watched. Amazon Music got a nice upgrade recently as well with more albums included with the standard Prime subscription.
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TheBrokenRail超过 2 年前
Given just how important content is to streaming services and Netflix&#x27;s reputation for canceling good shows, this doesn&#x27;t seem that surprising to me. Especially since rather than focusing on content, Netflix is instead focusing on limiting password sharing, which was never going to give them good PR.
dumpsterdiver超过 2 年前
While I&#x27;m still a big fan of Disney+, lately I feel like they&#x27;re watering down some of their brands (such as Star Wars) by pushing out low-effort storylines coupled with rehashed digital assets. For instance, the animation in the new &quot;Tales of the Jedi&quot; show that was released recently looks very similar to the animated Star Wars shows released 15 years ago. On the other hand, I thoroughly enjoyed the animation and storylines in &quot;Star Wars: Visions&quot;, so it&#x27;s not exactly like they&#x27;re sinking the ship or anything.
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kmeisthax超过 2 年前
Caveat: Disney has three streaming services that they usually sell as a bundle, so if you buy the bundle they count you as three customers.
stormbrew超过 2 年前
In Canada Disney+ is where most of the stuff on Hulu or FX eventually ends up, among some other things, and at this point I think it&#x27;s actually probably the streaming service with the deepest library because of that, which is kind of funny. It&#x27;s probably the one I&#x27;d be least likely to drop, while Netflix has been on the verge a few times now.
jahewson超过 2 年前
Note that Netflix has more <i>paying</i> customers.
marwatk超过 2 年前
I don&#x27;t think they were able to &quot;become HBO faster than HBO can become us&quot;[1] and now they&#x27;re paying the price. They have effectively zero moat with their own IP and now they&#x27;re competing with everyone else for the same creative talent without an ability to separate the wheat from the chaff resulting in quality all over the map.<p>1: <a href="https:&#x2F;&#x2F;www.gq.com&#x2F;story&#x2F;netflix-founder-reed-hastings-house-of-cards-arrested-development?currentPage=1" rel="nofollow">https:&#x2F;&#x2F;www.gq.com&#x2F;story&#x2F;netflix-founder-reed-hastings-house...</a>
k__超过 2 年前
I have the impression, Netflix lived past its prime some years ago.<p>Back in 2010 it tried new things and was quite affordable.<p>But it became a run of the mill cabel network, and not even a good one, many shows simply dissapear all the time.
Watchwatcher超过 2 年前
Disney has recently blocked Linux users so they are currently dead to me.
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prirun超过 2 年前
Not such a great business though:<p><a href="https:&#x2F;&#x2F;www.latimes.com&#x2F;entertainment-arts&#x2F;business&#x2F;story&#x2F;2022-11-08&#x2F;disney-earnings-fourth-quarter-streaming-loses-1-5-billion-hulu-espn-chapek" rel="nofollow">https:&#x2F;&#x2F;www.latimes.com&#x2F;entertainment-arts&#x2F;business&#x2F;story&#x2F;20...</a>
Tempest1981超过 2 年前
I know Verizon has been pushing &quot;6 months free of Disney&quot; really hard. I wonder if that&#x27;s a factor in these numbers?<p>Edit: discussed here: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=33526360" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=33526360</a>
dools超过 2 年前
Maybe Disney needs to do an original series called “Netflix” about the last Netflix subscriber on earth
kajaktum超过 2 年前
I&#x27;ve not watched a single Netflix show the past half year and possibly more. I&#x27;ve only glanced over them as I walk by the living room when my family members are watching them.<p>There&#x27;s really nothing that interesting in these streaming platforms anymore.
nightski超过 2 年前
Is there any concrete evidence they are in a battle? How many households have both? I know Verizon includes the Disney bundle for free. Netflix just launched it&#x27;s ad supported plan as well. Lots of things are in flux right now.
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Mikeb85超过 2 年前
Honestly Disney has it&#x27;s own classics, Pixar, Star Wars, Marvel, National Geographic... That alone means I can&#x27;t unsubscribe, even if I generally like Netflix better. And I&#x27;m sure lots of people feel the same way.
keewee7超过 2 年前
Why haven&#x27;t any of the big streaming services tried bundling sports streaming?
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billfruit超过 2 年前
Disney numbers may be larger due to budling with mobile subscription plans in several large countries, including India(where numbers are likely very large).<p>Also Disney bundles in live sports coverage in some countries.
Victerius超过 2 年前
I&#x27;m one of them. I unsubscribed to Netflix and subscribed to Disney+. I don&#x27;t watch a lot of shows, but I&#x27;m a huge fan of Star Wars, which Disney owns.
wnoise超过 2 年前
Counting the three services its content is distributed over, which almost certainly counts people subscribing to multiple services as multiple people.
therobot24超过 2 年前
kids man<p>it&#x27;s the point of your life where disposable income is easily spent to make them happy and you look at products not with respect to shelf life, but with respect to how much the kid will _actually_ enjoy them even if for only a brief time<p>subscriptions to disney+ are a &#x27;no brainer&#x27;, the content is there, _something_ will fit the bill without you even having to do the mental analysis
mensetmanusman超过 2 年前
Netflix should pivot back to physical distribution so that they can list absolutely everything on their catalogue again.<p>Two hour drone shipping! :)
jimmydddd超过 2 年前
I&#x27;ve never had any desire to sign up for Disney or Netflix. After reading the comments I feel like an extreme outlier? :-)
unstatusthequo超过 2 年前
How many are “free” via Verizon?
maverickmax90超过 2 年前
Disney.. Terrible ux though ....can&#x27;t match Netflix slick interactions
duxup超过 2 年前
How many of these viewers are free with some bundle, cell service or etc?
Ptchd超过 2 年前
Because people want to keep their kids glued to the &quot;TV&quot;
longcommonname超过 2 年前
Disney is primarily an entertainment company and focuses on users enjoyment.<p>Netflix is now an ad&#x2F; tech company.
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