🍿 2022-05-10 13:56:00 - Paris/France.
NgoLwesithathu, umsebenzi kamabonakude ku Ukusasaza nguWalt Disney Co iya kujongwa ngokusondeleyo ngabatyali-mali abaphinda bavavanye utshintsho olunobundlongondlongo lweshishini leendaba ukusuka kumabonakude wentambo ukuya kurhumo lwevidiyo ye-intanethi.
Netflix I-Inc yashukumisa iWall Street kwinyanga ephelileyo xa uvulindlela wevidiyo e Ukusasaza iveze ukuba iphulukene nababhalisi kwiinyanga ezintathu zokuqala zonyaka kwaye yaxela kwangaphambili ezinye iziphako ngoJuni.
Izenzo ze Netflix baye bawa 71% kulo nyaka kwaye izabelo zeDisney ziwile nge-31%. I-Mouse House kulindeleke ukuba ikhuphe ingxelo yengeniso yekota emva kokuba iimarike zivaliwe ngoLwesithathu.
“Sifikelele kwinqanaba lokuxhamla Ukusasaza“Utshilo uMike Proulx, umhlalutyi eForrester. “Abathengi banexesha elilinganiselweyo kunye nemali yokwabela ukhetho lwenkonzo. Ukusasaza ukwanda rhoqo. »
Inkonzo ye Ukusasaza IDisney + iyaqhubeka nokukhula. Abahlalutyi baqikelela ukuba iya kuba nomtsalane kubabhalisi abatsha abazizigidi ezi-5,3 ngo-Matshi malunga ne-135,1 yezigidi zizonke, ngokutsho koqikelelo lwe-FactSet.
Uluhlu olutsha kulindeleke ukuba lufikelele phantse kwi-10,8 yezigidi ukusuka ku-Epreli ukuya kuJuni, ngokutsho kwabahlalutyi.
UDisney waphinda ngoFebruwari ukuba uceba ukuqokelela phakathi kwe-230 yezigidi kunye ne-260 yezigidi zababhalisile beDisney + ekupheleni kukaSeptemba ka-2024.
Inkampani kufuneka ilinganise malunga ne-9,1 yezigidi zabathengi abatsha ngekota nganye ukufikelela esiphelweni esisezantsi solu luhlu, okanye i-11,8 yezigidi ukufikelela kwinqanaba eliphezulu. IGosa eliLawulayo eliyiNtloko uBob Chapek uthe ukukhula kunokutshintsha ukusuka kwikota ukuya kwikota.
Uphando lwe-Forrester lubonise ukuba ababukeli bachukumisekile yinkqubo ye-Disney yokuqala ukusuka kwisitali sayo esiqinileyo seempawu zokuzonwabisa, uProulx uthe, nangona abanye bavakalelwa kukuba ayizange ihlaziywe ngokwaneleyo.
UDisney wayisombulula le ngxaki ngokongeza inkqubo ye-ABC kwiDisney +, utshilo, kwaye uza kusungula uthotho olulindelweyo lwe "Obi-Wan Kenobi" nge-27 kaMeyi. UChapek uthe iDisney izonyusa isantya senkqubo entsha ekupheleni konyaka emva kokujongana nemiqobo yemveliso enxulumene ne-COVID.
Umhlalutyi we-MoffettNathanson uMichael Nathanson ugcine ukulinganisa kwakhe "ukungathathi hlangothi" kwiDisney ngoMeyi 2, kodwa wanciphisa ixabiso lakhe ekujoliswe kulo ukusuka kwi-$ 20 ukuya kwi-130 yeedola.
“Ngokujonga ubunzima bamva nje be Netflix, imodeli yeshishini (ye Ukusasaza) ayinomtsalane njengoko besicinga,” utshilo.
Imivuzo ye-Disney ngesabelo ngasinye sekota kaMatshi kulindeleke ukuba ibethe i-1,19 yeedola, ngokutsho kwedatha ye-IBES evela kwi-Refintiv, eyomelezwe ziziphumo ezomeleleyo zepaki njengoko iindwendwe ezidinwe ngubhubhani zikhukula iDisney World.
Icandelo leepaki "liphinde laphindaphindeka ngaphambi koko bekulindelwe, kwaye silindele ukuba icandelo liphume kwi-COVID-19 kunye nemivuzo ethe kratya kwixesha elide," utshilo umhlalutyi weJP Morgan uPhilip Cusick kwinqaku lophando.
Inkampani iye yahlukana nabezopolitiko eFlorida, apho amagosa apasisa umthetho oza kurhoxisa isikhundla sokuzimela seWalt Disney World ngoJuni ka-2023 emva kokuba uChapek echasile umthetho wokunciphisa iingxoxo malunga nokuzibandakanya ngokwesondo ezikolweni.
Abanye abagxeki baye boyikisa ngokurhoxisa iiholide zeDisney + okanye iipaki zeDisney kuqhanqalazo.
I-Forrester's Proulx ithe abathengi abaninzi abalandeli izisongelo zokwala kwaye kunqabile ukuba iinkampani ezibanjelwe "kwinkcubeko yokurhoxisa" zibe nempembelelo enkulu yezemali.
SOURCE: Uphonononga Iindaba
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