🍿 2022-05-27 15:00:00 - Paris/France.
Ukwehla kwamva nje kwababhalisi kunye nezabelo kwiinkampani eziphambili ze Ukusasaza babeke ugxininiso olutsha kushishino – nantsi ukujonga apho beme khona
Abahlalutyi baseWall Street boyika ukudodobala koqoqosho okuzayo kwaye imarike yemasheya ibonakalise olo loyiko. Nangona iDisney isandula kunika ingxelo yokonyuka kwababhalisi beDisney + abazizigidi ezisi-8, izabelo zale nkampani zehle phantse nge-44% ukusuka phezulu kulo nyaka uphelileyo njengokuvalwa kwentengiso yangoLwesine.
Akunzima ukuyibona loo nto xa izigebenga zithanda Netflix kunye neDisney bayazabalaza, ibeka isithunzi kulo lonke ishishini - ishishini apho iinkampani malunga nenqanaba ngalinye ziye zatyala imali eninzi kwiminyaka embalwa edlulileyo.
Makhe sijonge ngokuthe kratya apho abaqhubi abaphezulu bemi malunga nababhalisi kunye nengeniso ephakathi ngomsebenzisi ngamnye (ARPU), ngokweengxelo zemivuzo yamashishini yamva nje.
Ababhalisi bebonke
Qaphela: Ividiyo yeNkulumbuso yeAmazon ayipapashi amanani ababhalisi, ngaphandle kokutsho kunyaka ophelileyo ukuba ngaphezulu kwe-200 yezigidi zamalungu eNkulumbuso asasaze umxholo kwihlabathi liphela (nangona uninzi lubhalisela ukuhanjiswa simahla komxholo). I-Apple nayo ayipapashi amanani ababhalisi kwiqonga layo le-Apple TV +, esimahla kubathengi bezinye iimveliso ze-Apple ezinjengeefowuni kunye neekhompyuter.
Lilonke inani lababhalisi kwi Ukusasaza kunye nokukhula ukususela ngoJanuwari 1 ukuya kuMatshi 31, 2022 yinkampani. (Umzobo nguChristopher Smith/TheWrap)
Netflix
Netflix iselona nani liphezulu lababhalisi kunye ne-221,8 yezigidi kulandela ilahleko yayo yababhalisi. Ayisiyonto imbi kakhulu: inkampani iqikelela ukuba eli nani linokuba nekhephu kwizigidi kwezi nyanga zimbalwa zizayo.
Izinto ezinegalelo ekuphumeni komsebenzisi ziquka ukunyuka kwexabiso okungathandwayo, ukwabelana ngephasiwedi ngokubanzi, kunye nokulahlekelwa ngumxholo ophezulu kubantu abakhuphisana nabo, njengeMarvel series ukuya kwiDisney +.
Kwiiveki ezilandelayo, inkampani yayinemijikelo emibini ubuncinane yokudilizwa kwaye yazisa izicwangciso zokongeza inqanaba leentengiso kwiminikelo yayo yababhalisi ekupheleni konyaka.
Disney +
I-Disney + okwangoku inababhalisi bezigidi ezili-137,7 kwihlabathi liphela, kunye ne-7,9 yezigidi ezongezelelweyo kwiinyanga ezintathu zokuqala zonyaka, kunye neyona nkulumbuso iceliweyo kulo nyaka ukuza kuthi ga ngoku kunye ne-'Moon Knight 'evela kwiMarvel, egqwesileyo kwi-HBO Max yamva nje yomnikelo weDC,' Umenzi woxolo. »
Ngo-2020, unyaka emva kokusungulwa kweDisney +, i-CEO yeDisney uBob Chapek uthe inkampani ijonge phakathi kwezigidi ezingama-230 kunye nezigidi ezingama-260 zababhalisi kwihlabathi liphela ngonyaka wemali ka-2024. kwiikota ezilandelayo ezili-10 ukufikelela kwiinjongo zayo. Kule kota idlulileyo, iphose eso santya ngabasebenzisi abazizigidi ezi-10.
I-Disney + yongeza inqanaba elixhaswe yintengiso, kodwa iya kugcina iintengiso zijolise kusapho, irhoxisa naziphi na iintengiso ze-booze okanye ezopolitiko kwaye, ewe, abasasazi.
HBO Max/Discovery+
Warner Bros. I-Discovery iqinisekisile injongo yayo yokudibanisa amaqonga ayo amabini Ukusasaza, HBO Max kunye neDiscovery +. Xa zizonke, iinkonzo zizonke ziphantse zibe zizigidi ezili-101 (kungabandakanywa abasebenzisi abadlulayo asele bebhalise kuzo zombini ezi nkonzo). I-HBO kunye ne-HBO Max yongeze ababhalisi abatsha abazizigidi ezi-3 kwi-Q2022 2021 - amanani ahambelana nobhubhane ukusuka kwi-Q2 XNUMX - ngelixa iDiscovery + yongeze izigidi ezi-XNUMX.
Warner Bros. Ukufunyanwa ngokusemthethweni kwaba yinkampani entsha nge-8 ka-Epreli, kwaye nge-CNN + yavala iiveki nje ezintathu emva kokusungulwa kwayo entwasahlobo, i-media conglomerate entsha ayijongi ukwaphula ibhanki ukuleqa ababhalisile. "Ndiyazi ukuba sinezixhobo, kodwa sinokucwangcisa ukuba silumke kwaye sibe nengqiqo," uMongameli we-WBD kunye ne-CEO uDavid Zaslav uthe ngexesha lenkomfa yenkomfa yekota yokuqala kunye nabahlalutyi ngoLwesine.
"Njengoko undivile ndisithi, asizami ukuphumelela imfazwe yokuchitha ngokuthe ngqo kubathengi," wongeze watsho, ethembisa ukuba inkampani "iya kutyala imali ngokufanelekileyo."
Hulu
U-Hulu uye wasebenzisa zombini iingoma zoqobo ezifana ne "The Handmaid's Tale," "Izigebenga kuphela kwiSakhiwo" kunye nochungechunge luka-Elizabeth Theranos "Ukuyeka," kunye nokufumaneka kwenethiwekhi kunye nochungechunge lwentambo zokunyusa inani labaphulaphuli. 300 ababhalisile kwikota yokuqala, kwitotali yangoku ye-000 yezigidi.
Abaninzi bayalibala ukuba i-Hulu, esebenza ekhaya kuphela, inelona nani lesithathu eliphezulu lababhalisi base-US phakathi kwabasasazi abakhulu. Kodwa ijongene neentloko njengoko abanye abavelisi bomxholo abakhulu - njenge-NBCUniversal kutshanje - bevumela izivumelwano zabo zelayisensi kunye neqonga ukuba ziphelelwe lixesha ukuze bakhuphe iilayibrari zabo zomxholo. Ukusasaza. Kwaye ngelixa i-Disney (engabanini be-67% ye-Hulu, xa kuthelekiswa ne-Comcast's 33%) yakha yathembela ku-Hulu ukuba ikhuphe imali yayo ekhulileyo, i-Disney + sele iqalile ukuphuma kumxholo ongaphandle kogxininiso losapho. Kuhlala kubonwa ukuba i-Hulu Originals ingaqhubeka nokuhlawula ababhalisile inyanga nenyanga.
Ukunyusa i-ante, u-Hulu ubhengeze ngo-Matshi ukuba uqalise ukugcinwa kwe-DVR engenamkhawulo ngaphandle kweendleko ezongezelelweyo kubo bonke ababhalisile be-Hulu + Live TV ukuqala ngo-Epreli. I-Hulu + Live TV inababhalisi abazizigidi ezi-4,3 kwaye iza ngamanqanaba amabini: NgeDisney + kunye ne-ESPN + nge-69,99 yeedola / ngenyanga okanye i-75,99 yeedola ngenyanga ngenketho engenantengiso.
Eyona nto iphambili +
Ngokukhula kwee-franchise njenge-spinoffs ka-Taylor Sheridan's "Yellowstone" (nangona uchungechunge lwangaphambili ludlala kwi-Peacock phantsi kwesivumelwano selayisensi eqhubekayo) kunye ne-"Star Trek" yonke indawo, i-Paramount+ yongeze ababhalisi be-6,8 yezigidi kwikota yokuqala ye-39,6 yezigidi. ababhalisile, ukusuka kwi-32,8 yezigidi kwikota yokugqibela.
Umphathi Omkhulu uBob Bakish uqaqambise isiseko sababhalisi abakhulayo kule nkampani kwinyanga ephelileyo: “Incwadi yethu yokudlala eyahlukileyo-enoluhlu olubanzi lomxholo, imodeli yeshishini Ukusasaza equka intengiso kunye nomrhumo, kunye nepotifoliyo yehlabathi edibanisa Ukusasaza kumboniso bhanyabhanya kunye nomabonakude - yomelezile kwi-ikhosistim yethu yonke.
Ngelixa iParamount + yabona ukwanda, ezinye iinkonzo zenkampani, ezibandakanya ixesha lokubonisa kunye neBET +, zehla ngabasebenzisi abangama-500. Itotali yazo zonke ii-streamers eziphantsi kweParamount yaxelwa kwi-000 yezigidi kwikota yokuqala.
Ingeniso engumndilili ngomsebenzisi ngamnye (ARPU)
Umndilili wengeniso yomsebenzisi ngamnye, nge-1 kaJanuwari ukuya kuma-31 kaMatshi ngo-2022
Ngelixa inani lababhalisi lilonke lingasinika umbono wendlela abaqhuba ngayo abasasazo ngokunxulumene nomnye, enye indawo yedatha ipeyinta umfanekiso opheleleyo: ingeniso engumndilili ngomsebenzisi ngamnye (ARPU) ibonisa ukuba yimalini na iinkampani zenza kumrhumi ngamnye emva kokuthatha isixa-mali. echithwe kumxholo wezinto ezinjengetalente ephezulu, iindleko eziphezulu zemveliso, kunye nokuthengisa.
I-streamer ene-ARPU ephezulu ngexesha lekota yayiyi-Hulu, eyaqokelela i-$ 12,77 kumrhumi ngamnye. I-HBO Max yayilandelayo, kunye ne-$ 11,24 kwikota. Netflix ihleli kwi-10 yeedola kubasebenzisi bayo e-US naseCanada. IParamount + kunye neDiscovery + zombini zibiza malunga ne-9 yeedola ngomrhumi ngamnye. I-Disney iza neyona ARPU iphantsi, ethe yafumana nje i-4,35 yeedola ngomrhumo ngamnye (nangona elo nani beliphezulu ukusuka kwikota yokugqibela ye-4,12 yeedola kunye ne-ARPU yekota yokuqala ukusuka kunyaka ophelileyo we-4,03 yeedola).
SOURCE: Uphonononga Iindaba
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