Disney will ban all advertisements from Netflix across all of Disney’s entertainment platforms, including its television networks.
Netflix signed a five-year deal with Sony Pictures Television worth $500 million to become the exclusive worldwide streamer for Seinfeld.
Netflix’s long-time streaming competitors Hulu and Amazon Prime Video are starting to capture more viewing marketshare.
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.
Disney will bundle its three streaming services, Disney+, ESPN+ and the ad-supported Hulu starting in November.
Beyond ballooning content and acquisition costs, fueled by costly debt, there are five additional obstacles that will challenge Netflix’s streaming dominance.
Online-only television packages are getting pricier to the point that they’re approaching the same fees paid for traditional cable.
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.
Last week, Disney and Comcast came to terms whereby Disney would take sole control over Hulu. Comcast will remain a silent partner until 2024