{"id":14270,"date":"2022-03-30T14:00:00","date_gmt":"2022-03-30T12:00:00","guid":{"rendered":"https:\/\/reviews.tn\/news\/le-marche-de-la-video-en-streaming-attend-les-debuts-de-warner-bros-discovery\/"},"modified":"2022-03-30T14:17:12","modified_gmt":"2022-03-30T12:17:12","slug":"le-marche-de-la-video-en-streaming-attend-les-debuts-de-warner-bros-discovery","status":"publish","type":"post","link":"https:\/\/reviews.tn\/news\/le-marche-de-la-video-en-streaming-attend-les-debuts-de-warner-bros-discovery\/","title":{"rendered":"Le march\u00e9 de la vid\u00e9o en streaming attend les d\u00e9buts de Warner Bros. Discovery"},"content":{"rendered":"

\ud83c\udf7f 2022-03-30 14:00:00 – Paris\/France. <\/strong>
\n<\/p>\n

Deux grandes soci\u00e9t\u00e9s de divertissement vont bient\u00f4t unir leurs forces pour mieux rivaliser avec Netflix<\/a><\/strong> (NFLX), Walt Disney<\/strong> (DIS) et Amazone<\/strong> (AMZN) sur le march\u00e9 \u00e0 enjeux \u00e9lev\u00e9s de la vid\u00e9o en Streaming<\/a> directe au consommateur. AT&T<\/strong>la division WarnerMedia de (T) et D\u00e9couverte<\/strong> (DISCA) fusionnent pour former Warner Bros. Discovery, qui sera n\u00e9goci\u00e9e en tant qu’action WBD.<\/p>\n

X<\/p>\n

Warner Bros. Discovery devrait commencer \u00e0 n\u00e9gocier au d\u00e9but du deuxi\u00e8me trimestre, probablement en avril. Les actionnaires d’AT&T d\u00e9tiendront 71 % de la nouvelle soci\u00e9t\u00e9 et les actionnaires de Discovery en d\u00e9tiendront 29 %.<\/p>\n

La nouvelle soci\u00e9t\u00e9 comprendra les services de Streaming<\/a> vid\u00e9o HBO Max, Discovery+ et CNN+. Mais il disposera \u00e9galement d’une multitude de cha\u00eenes de t\u00e9l\u00e9vision payantes et de studios de production. Sont incluses des marques telles que HBO, Warner Bros., Discovery, DC Comics, CNN, Cartoon Network, HGTV, Food Network, TNT, TBS, Eurosport, Magnolia, TLC et Animal Planet.<\/p>\n

Avec tous ces actifs sous un m\u00eame toit, les investisseurs se demandent si Warner Bros. Discovery sera un g\u00e9ant du Streaming<\/a> vid\u00e9o. Et si oui, les actions WBD en b\u00e9n\u00e9ficieront-elles ?<\/p>\n

Centrale vid\u00e9o en continu possible<\/h2>\n

\u00ab\u00a0Cela cr\u00e9e une puissance potentielle\u00a0\u00bb, a d\u00e9clar\u00e9 Phillip Swann, r\u00e9dacteur en chef et \u00e9diteur de TVAnswerMan.com, \u00e0 Investor’s Business Daily. \u00ab\u00a0Et cela pourrait tr\u00e8s bien conduire \u00e0 une autre adh\u00e9sion dans l’industrie.\u00a0\u00bb<\/p>\n

Swann pr\u00e9dit une plus grande consolidation dans le secteur de la vid\u00e9o en Streaming<\/a>. Il pense que Netflix<\/a> pourrait potentiellement se connecter avec Disney.<\/p>\n

\u00ab\u00a0La concurrence est f\u00e9roce en ce moment, non seulement aux \u00c9tats-Unis mais dans le monde entier\u00a0\u00bb, a d\u00e9clar\u00e9 Swann.<\/p>\n

HBO Max comptait 73,8 millions d’abonn\u00e9s dans le monde \u00e0 la fin de 2021, ce qui en fait le troisi\u00e8me service de Streaming<\/a> en importance. Netflix<\/a> est en t\u00eate avec 221,8 millions d’abonn\u00e9s, suivi de Disney+ avec 129,8 millions.<\/p>\n

Discovery+ comptait 22 millions de clients dans le monde \u00e0 la fin de l’ann\u00e9e derni\u00e8re. Et CNN +, ax\u00e9 sur l’actualit\u00e9, vient d’\u00eatre lanc\u00e9 le 29 mars.<\/p>\n

Pendant ce temps, Amazon Prime compte plus de 200 millions d’abonn\u00e9s dans le monde. Mais bon nombre de ces clients se sont inscrits \u00e0 des avantages autres que le service Prime Video, tels que la livraison gratuite de la soci\u00e9t\u00e9 de commerce \u00e9lectronique.<\/p>\n

Parmi les autres concurrents sur le march\u00e9 de la vid\u00e9o en Streaming<\/a> figurent Hulu, contr\u00f4l\u00e9 par Disney, Comcast<\/strong> (CMCSA) appartenant \u00e0 Peacock, Paramount mondial<\/strong> (PARA) service Paramount+ et Pomme<\/strong>Apple TV+ (AAPL).<\/p>\n

Une luge difficile \u00e0 venir pour Warner Bros. Discovery<\/h2>\n

Les analystes disent que Warner Bros. Discovery sera confront\u00e9 \u00e0 des d\u00e9fis majeurs d\u00e8s le d\u00e9part.<\/p>\n

Pour commencer, l’entreprise commencera avec un lourd endettement. La nouvelle soci\u00e9t\u00e9 aura une dette brute d’environ 58 milliards de dollars au moment de la fusion. Il doit rembourser cette dette tout en finan\u00e7ant du contenu pour suivre ses rivaux de Streaming<\/a> vid\u00e9o, a d\u00e9clar\u00e9 Benjamin Swinburne, analyste de Morgan Stanley, dans une note r\u00e9cente aux clients.<\/p>\n

Warner Bros. Discovery tente \u00e9galement de passer de son activit\u00e9 de cha\u00eene de t\u00e9l\u00e9vision lin\u00e9aire \u00e0 une activit\u00e9 de vid\u00e9o en Streaming<\/a> directe au consommateur. Mais avec des services de t\u00e9l\u00e9vision payante comme le c\u00e2ble et le satellite qui perdent des abonn\u00e9s, WBD fait face \u00e0 un flux de tr\u00e9sorerie r\u00e9duit de ces op\u00e9rations h\u00e9rit\u00e9es.<\/p>\n

\u00c0 la mi-mars, le directeur financier de Discovery, Gunnar Wiedenfels, a d\u00e9clar\u00e9 que la nouvelle soci\u00e9t\u00e9 pr\u00e9voyait de combiner ses services Discovery + et HBO Max en un seul service. Wiedenfels est sur le point de devenir le directeur financier de Warner Bros. Discovery.<\/p>\n

\u00ab\u00a0Nous croyons en un produit combin\u00e9 plut\u00f4t qu’en un bundle\u00a0\u00bb, a d\u00e9clar\u00e9 Wiedenfels lors de la conf\u00e9rence Media, Internet & Telecom de la Deutsche Bank. \u00ab\u00a0L’ampleur et la profondeur de cette offre de contenu vont constituer une proposition de valeur ph\u00e9nom\u00e9nale pour le consommateur.\u00a0\u00bb<\/p>\n

La combinaison des deux services devrait se produire dans les mois suivant la fusion, a d\u00e9clar\u00e9 Wiedenfels.<\/p>\n

D\u00e9cision surprenante appel\u00e9e Bold Move<\/h2>\n

Il a ajout\u00e9 que le service unifi\u00e9 sera un produit de consommation plus largement attrayant, avec la s\u00e9rie sc\u00e9naris\u00e9e plus \u00ab\u00a0masculine\u00a0\u00bb de HBO Max compl\u00e9tant les \u00e9missions de t\u00e9l\u00e9r\u00e9alit\u00e9 de Discovery, avec leur audience tr\u00e8s f\u00e9minine.<\/p>\n

Alan Wolk, analyste principal chez TVRev, a d\u00e9clar\u00e9 que la divulgation d’un service combin\u00e9 \u00e9tait inattendue.<\/p>\n

\u00ab\u00a0C’est une d\u00e9cision qui a pris la majeure partie de l’industrie par surprise, car l’hypoth\u00e8se \u00e9tait que Discovery cr\u00e9erait un bundle de type Disney \u00e0 partir des deux services et de CNN+\u00a0\u00bb, a-t-il d\u00e9clar\u00e9 dans une newsletter.<\/p>\n

Swann a qualifi\u00e9 la combinaison de Discovery + et HBO Max de \u00ab\u00a0pur jeu de pouvoir par les directions des deux soci\u00e9t\u00e9s\u00a0\u00bb.<\/p>\n

Suivez Patrick Seitz sur Twitter \u00e0 @IBD_PSeitz pour plus d’histoires sur les technologies grand public, les logiciels et les stocks de semi-conducteurs.<\/em><\/p>\n

TU POURRAIS AUSSI AIMER:<\/strong><\/p>\n

Sports en direct Un coup de circuit pour l’activit\u00e9 vid\u00e9o en Streaming<\/a> d’Apple<\/p>\n

Netflix<\/a> esp\u00e8re convertir les freeloaders en membres pour augmenter les revenus<\/p>\n

Actions \u00e0 acheter et \u00e0 surveiller\u00a0: principales introductions en bourse, grandes et petites capitalisations, actions de croissance<\/p>\n

Trouvez des actions gagnantes avec la reconnaissance de mod\u00e8les MarketSmith et des \u00e9crans personnalis\u00e9s<\/p>\n

Voir les actions sur la liste des leaders \u00e0 proximit\u00e9 d’un point d’achat<\/p>\n

SOURCE : Reviews News<\/a><\/em> <\/p>\n

N\u2019h\u00e9sitez pas \u00e0 partager notre article sur les r\u00e9seaux sociaux afin de nous donner un solide coup de pouce. \ud83e\udd13<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

\ud83c\udf7f 2022-03-30 14:00:00 – Paris\/France. Deux grandes soci\u00e9t\u00e9s de divertissement vont bient\u00f4t unir leurs forces pour mieux rivaliser avec Netflix (NFLX), Walt Disney (DIS) et Amazone (AMZN) sur le march\u00e9 \u00e0 enjeux \u00e9lev\u00e9s de la vid\u00e9o en Streaming directe au consommateur. AT&Tla division WarnerMedia de (T) et D\u00e9couverte (DISCA) fusionnent pour former Warner Bros. Discovery, […]<\/p>\n","protected":false},"author":9,"featured_media":14271,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_focuskw_text_input":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[128],"tags":[123,124,125],"class_list":["post-14270","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-streaming","tag-streaming","tag-streaming-films","tag-streaming-series"],"yoast_head":"\nLe march\u00e9 de la vid\u00e9o en streaming attend les d\u00e9buts de Warner Bros. Discovery - Reviews News - Actualit\u00e9 High-tech, hardware, consoles, jeux vid\u00e9o et divertissement<\/title>\n<meta name=\"description\" content=\"\ud83c\udf7f 2022-03-30 14:00:00 - Paris\/France. 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Le logo Warner Bros est visible lors du march\u00e9 annuel des programmes de t\u00e9l\u00e9vision MIPCOM \u00e0 Cannes, France, le 14 octobre 2019. 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