🍿 2022-04-07 14:10:00 - Paris/France.
Akukho ukuphika Walt DisneyUkuphehlelelwa kade kwe-2019 ye-Disney + ngo- (DIS -2,25%) inoxanduva olukhulu lokulungiswa kweshishini lokuzonwabisa. Ukusasaza. Kangangeminyaka, Netflix (NFLX -3,10%) yayikuphela komdlali wangempela kwishishini. Nje ukuba iDisney + ibonakalise ukuba kukho indawo engaphezulu kwesinye, yomeleza abanye AT & T (T 0,59%) kunye Umhlaba oPhambili (PARA -2,69%) ukuya kwi-throttle epheleleyo kunye neenkonzo zabo ze Ukusasaza I-HBO Max kunye neParamount +, ngokulandelanayo.
Yintoni emangalisayo malunga nesenzeko sokhuphiswano olungaka oluvela ngokukhawuleza, nangona kunjalo, kukho imiqondiso yokuba uWalt Disney akavelisi uhlobo Wow amava kubathengi Ukusasaza apho uphawu lweDisney lwaziwa ngokubanzi. Bekungayi kuba yindawo yokuba abatyali-mali baqale ukubuza imibuzo enzima malunga nendlela inkampani eceba ukuyisombulula ngayo ingxaki.
Ukunyaniseka okufudumeleyo kwiDisney +
Ungaziphazamisi. Kukho ngaphezu kobungqina obuncinci be-anecdotal obubonisa ukuba iDisney + yeyona nto ibalulekileyo. Oyena ndoqo phakathi kwaba ngababhalisi abahlawulayo abazizigidi ezili-129,8 xa kuthelekiswa nabangekho ngaphezulu kweminyaka emibini edlulileyo. Oku kuyibeka kwindawo yesibini emva Netflix, enabathengi abamalunga nezigidi ezingama-222, kodwa kuthathe ngaphezulu kweshumi leminyaka ukuqokelela olo hlobo lwesiseko sabasebenzisi.
Ekugqibeleni, nangona kunjalo, amalungu eDisney + arhuma kwezinye iinkonzo ezivela Ukusasaza zezona zachukumiseka kancinci ngeDisney +.
Ifemu yophando lwentengiso i-AudienceProject ine-scoop. Ngokusekwe kuphando lwakutsha nje lwabahlali base-US abangaphezu kwe-1, idatha ye-AudienceProject ibonisa ukuba Netflix lelona qonga lithandwayo levidiyo-kwimfuno yelizwe. Ngaphezulu kwe-90% yabo bavavanyiweyo bathi babhalise kuyo, kwaye ngaphezu koko, i-50% yabo bathengi bathi bakhetha. Netflix kwezinye iinketho ze Ukusasaza.
Ziziphumo kwelinye icala lombuzo wesibini eziphawuleka kakhulu kwaye ziyamangalisa. Ngelixa i-83% yabaphenduli bathi bangabathengi beDisney +, kuphela i-9% - esona siphumo sisezantsi sophando - bathi bangathanda ukubukela iDisney + kunenkonzo ekhuphisanayo. HBO Max, Hulu kaDisney kunye Amazon ( AMZN -3,23% ) Iintlawulo zanyanga zonke ziwela kwindawo ethile phakathi kwezinto ezimbini ezigqithiseleyo.
Intsingiselo yeyokuba ukuba imali / ukufikeleleka kuba yinkxalabo kwaye abathengi baqala ukusika uhlahlo lwabiwo-mali lwabo, iDisney + inokuba yenye yezinto ezintle abagqibe kwelokuba bazinciphise.
Nkqu neendaba ezimnandi zinecala elibi
Ayizizo zonke iindaba ezimbi. Ngelixa iDisney + isebenza ngokucacileyo kumda wengxondorha, ababhalisi bayo baxabisa ukufikelela kwiprogram yokuqala. Olunye uphononongo olwenziwe yiDiesel Labs lucebisa ukuba ngelixa iDisney ibalelwa kuphela i-5% yomxholo wokuqala Ukusasaza kulo nyaka uphelileyo kulo lonke ishishini leendaba kwi Ukusasaza, umxholo wayo wenze i-29% ye-video buzz kwi Ukusasaza kumaqonga onxibelelwano. Netflix ifumene kuphela i-35% yonxibelelwano lwemidiya yoluntu ngaphandle kokunikezela nge-57% yemvelaphi yoshishino Ukusasaza.
Ngenxa yoko, akumangalisi ukufunda ukuba i-Disney's churn rate - ukurhoxiswa okupheleleyo kokubhaliswa ngokutsha - yenye yezona ziphantsi kwishishini. Usasazo lwefemu yophando lwentengiso yeTV i-Antenna inika ingxelo yokuba iDisney + ithengise nje i-4,3% yesiseko sayo sabathengi ngoDisemba kulo nyaka uphelileyo, xa kuthelekiswa ne-5,6% ye-HBO Max. Izinga le-churn yeParamount + yayiyi-5,9% ngaloo nyanga.
UPhando loLonwabo lweHub longeza ukuba i-12% yabathengi baseMelika abasasaza kwaye babhalisela iDisney + kulo nyaka uphelileyo bakwenza oko kuphela ukubukela umboniso othile okanye imuvi. Betha iinkqubo ezifana I-Mandalorian kunye ne-Disney's Marvel superhero eyahluka-hlukeneyo iminikelo iyinto enkulu kuzo.
Kukho icala elisezantsi kolu tshintsho, nangona kunjalo: bakuba aba babhalisi bewubonile umboniso obuzwayo, barhoxisa ngokulula inkonzo yabo.
Ukuza kuthi ga ngoku, idatha evela kwi-Antenna ibonisa ukuba i-Walt Disney's churn kunye ne-Disney + yonyuka ngokuthe chu kwisiqingatha sesibini sonyaka ophelileyo njengoko umhlaba wawuqala ukuphuma kubhubhane we-funk. Deloitte ukrokrela ukuba izinga churn lonke ishishini le Ukusasaza inokunyuka kulo nyaka kulandela igagasi elikhulu lokurhoxiswa. Lilonke, inkampani yoyika ukuba 150 million abathengi of Ukusasaza kwihlabathi liphela bayarhoxisa imirhumo yabo ngo-2022, okukhokelela ekunyukeni okubukhali kwamaxabiso e-churn.
Kwaye kulapho enye i-nugget yedatha evela kwi-Hub Entertainment Research ifumana ukoyikisa kancinci. Uphando lwenkampani lucela ababhalisi ukuba Ukusasaza zeziphi iinkonzo ze Ukusasaza bebeya kugcina ukuba bebenokugcina nje ezintlanu. Isihlwele esineminyaka eli-16-34 ubudala sibekwe kwindawo Netflix, Hulu kunye neNkulumbuso ngaphezulu kweDisney +. Iqela leminyaka engama-35+ alizange libeke iDisney+ kwiindawo ezintlanu eziphezulu. Njengabalingane babo abancinci, nangona kunjalo, esi sihlwele sidala sathiywa igama Netflix njengokhetho lwabo lokuqala.
Ngequbuliso, i-ultra-low churn ye Netflix ye-2,2% kunye namanqaku aphezulu akhethwayo ayavakala.
Ukubukela ukuya phambili
Loo nto ngokwayo ayisosizathu sokulahla izabelo zakho zeDisney. Onke amashishini aqhuba amashishini alungeleleneyo amaxesha ngamaxesha, kwaye uWalt Disney uceba imvelaphi eyongeziweyo ababhalisile beDisney + ngokucacileyo bayayithanda. Inkampani ibhengeze ngasekupheleni konyaka ophelileyo ukuba ijonge ukuchitha i-8 yeebhiliyoni zeedola ngaphezulu komxholo ngo-2022 kunango-2021, izisa iyonke kwiibhiliyoni ezingama-33 zeedola. Ngokuqinisekileyo oku kuya kunceda ukwenza iDisney + ibe yinkonzo Ukusasaza incangathi ngakumbi.
Nangona kunjalo, ngumba ekufuneka bonke abaninizabelo beDisney bawubeke esweni. Ingxilimbela yemidiya yenza ubhejo olukhulu kwi Ukusasaza ngokubanzi nakwiDisney+ ngakumbi. Ngenene akanako ukufikelela nakuphi na ukuphosakala.
Eli nqaku limele uluvo lombhali, onokungavumelani nesikhundla "sokusemthethweni" sokuqinisekiswa kwenkonzo yeengcebiso eziphezulu kwi-Motley Fool. Asifani! Ukucela umngeni kwithisisi yotyalo-mali - nokuba enye eyethu - isinceda sonke ukuba sicinge nzulu malunga notyalo-mali kwaye senze izigqibo ezisinceda sibe krelekrele, sonwabe ngakumbi, kwaye sibe zizityebi.
SOURCE: Uphonononga Iindaba
Ungalibazisi ukwabelana ngenqaku lethu kwiinethiwekhi zentlalo ukusinika ukomelela okuqinileyo. 😍