22 - How Disney+ improves the quality of Disney's business model
Release Date: 04/14/2019
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Check out the Business Quality Report on Disney. (Exclusive to Patrons of the Show)
The full show notes for this episode are available at https://www.diyinvesting.org/Episode22
- $6.99 per month or $69.99 per year ($5.83 per month if paid in advance - basically 2 months free)
- Launch Date: November 12th, 2019
- Access to Disney's incredible library of old TV shows and movies, including:
- The entire Pixar lineup of movies by the end of the first year
- All of the Marvel Cinematic Universe (eventually), but Captain Marvel will be available on Day 1
- National Geographic
- All 9 main Star Wars movies, with Rogue One and Solo on top of that
- Historic Disney Channel movies and TV Shows
- The Signature collection of Disney classics including Cinderella and Lion King
Disney's Business Model
- “Content is King”
- Well Disney is the “King of Content”
- Entertainment giant that has a flywheel effect allowing shareholders to profit off of branded content in numerous ways
- Disney+ combines the best parts of the TV Channels, Movie Rentals, and Theatre Releases
- Creates lasting fans
- Movie Releases in Theatres
- DVD and Movie Rentals and Purchases
- Theme Parks (Disney World and Disney Land)
- TV Channels like Disney Channel
- Cruise Lines
- Toy Sales and Licensing
- New Addition: Direct to Consumer Streaming Service (Disney+)
Streaming is Sticky
- Disney + is going to be a Brand Ambassador for Disney.
- They will “lock-in” families when they have young children, building life long fans.
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