Disney+ nearly triples its subscriber base since launching in November. Through January, the streaming service has 28.6 million subscribers, up from 10 million weeks after it debuted.
Never known for adapting to changing markets, European companies are now forced to forge alliances in hopes of staying relevant after the well-timed onslaught of Netflix in Europe.
Netflix missed its quarterly subscriber forecast for the second consecutive quarter in a row. The company’s slowdown ahead of the introduction of several new subscription services is a troubling sign.
Part Two: Netflix Trends, International, Feature Films. Through the first six months of 2019, Netflix’s customer acquisition costs have ballooned to $292 per subscriber.
Part One: Netflix Subscribers and Exclusivity. Netflix lost subscribers in the United States for the first time in nearly a decade. The next battleground in streaming will take place over content exclusivity.
Beyond ballooning content and acquisition costs, fueled by costly debt, there are five additional obstacles that will challenge Netflix’s streaming dominance.
Starting in 2020, films released by Lionsgate will be distributed on the Hulu streaming service, and FX, the basic-cable channel now owned by Disney after the takeover of Fox.
After years of internal divisions, family squabbles, lawsuits, and sexual harassment investigations, Viacom and CBS are starting to resemble real companies again.