Better Booch的动态

Lot of headlines on Disney raising prices (25% sounds a lot more intense than $2 of course) but the real story to me remains the strategy around bundling. While the price of Disney+ with ads and Hulu with ads each go up from $8 to $10, the Duo Basic Bundle, which is both of them together, only went up $1. The bundle savings goes from 37% to 45%, and the price of the Duo ($11) is now only $1 more than either service individually. So for anyone with only one of the services today, the cost to add the second is only $1 per month. Sure, nobody wants anything they pay for to increase in price, but what we will continue to see is more "persuasion" into bundles and ad-supported viewing. And to all the inevitable "maybe we should all go back to cable!" takes we'll see the next few days - I encourage you to actually check out how expensive cable has gotten the last few years! Got the graph below from theVerge story.

Explore the dynamics of family life among streamers with Disney Advertising's foundational study, ???????????????????? ????????????: ???????????? ??????????????. Six key trends uncover everything from how families watch ‘TV Together’ to the ‘The Decision Tree’ guiding content viewing as a family, and what this all means for advertisers! Dive in:?https://lnkd.in/gCp4Ny2q

PSA for PMs at Netflix and now Disney+, who keep moving around the “Continue watching” carousel so I can’t find it (latest Disney+ just hid it altogether): 1. Yes we need it. 2. Yes it should be first. 3. Yes it pisses us off when you randomly hide it. Please just stop. This should have been a separate screen altogether, I don’t care that your KPIs are all about discovery. I’m now forced to type in search so I can continue watching your own originals. PS Thanks to Amazon Prime for not f-ing this up :)

Charter and Disney: A Fairy Tale with a Bad Ending There was high hope in the broadcast industry that the Charter Communications and The Walt Disney Company bundle deal would stem some of the bleeding of pay-TV subscribers and mitigate the rising costs of retransmission fees for less-than-stellar content. Interestingly,?it turns out that people can also suffer from content constipation,?making this deal look more like a win-lose scenario. The honeymoon is over.?Let's see how this relationship fares during the inevitable rough patch. Knowing what your consumers want,?how they want it,?and then having the technological capabilities to leverage all the good intentions and talking points must be paramount when striking a deal like that. Charter is not alone with this challenge.?This remains a serious issue for most traditional media companies,?with a few positive exceptions. Read more or listen below. ???#ATSC #ATSC3 #Broadcast #Broadcasting #CTV #digitaltv #DVB #FAST #iptv #media #mediadistribution #MVPD #vMVPD #NAB #NabAmplify #NextGenBroadcast #NextGenTV #OTT #PayTV #SmartTV #smpte #Streaming #StreamingMedia #StreamingVideo #Television #video #videostreaming

Dear DirectTV, First, I must apologize to the LinkedIn community for the Festivus equivalent of "Airing of Grievances", but this is the only social media outlet I use... Thank you, DirectTV, for the prolonged negotiations with Disney, resulting in the loss of multiple channels for an indeterminate period of time. I recognize that Disney plays an equal role in this, however, it has been my experience that two parties work to re-negotiate a contract prior to its expiration. You may have been in negotiations, but without transparency, we, the customer (do you remember us?), would not know. I'd also like to thank you for raising my pricing by 10% in a time period where you are providing a reduced service level. Lastly, to add insult to injury, you've offered a one-time $30 refund for the inconvenience. Upon going through the process to claim said refund [Enter your email address and hit Submit], you don't recognize the only email address associated with this account (the one you used to send me your excuse for not providing service). For what it's worth, I've learned a great deal in this experience about Customer Value. I have no expectation of action on your part, but, I do appreciate that you've afforded me these insights. Goodbye.

The battle for engagement is heating up: The Walt Disney Company's two main streamers in the US (Disney+ and Hulu), together drive as many viewing hours per sub per month as Netflix. On Sunday, we highlighted the strong correlation between engagement and churn, a multi-billion-dollar opportunity for streamers. Today, the The Wall Street Journal's Robbie Whelan and Jessica Toonkel published a great story on the steps Disney's DTC services are taking to become "as addictive as Netflix" (link below). For our latest Streamonomics study (in partnership with Antenna) we had estimated hours watched per sub per month for the major US streamers over the last year and a half. While Netflix standalone does lead in this metric, our data suggests Disney's efforts to combine both services could level the playing field. Subscribe to our newsletter to find out more. https://lnkd.in/eSJwvRUs

Who is surprised to see these numbers? Please comment below!

ooo Disney+ Subscriber Insights ?? Recent NielsenIQ data shows that Disney+ US subscribers remained stable in September 2024. Despite this, the Monthly Amortized Average Basket increased by 10.2% from last year, with minimal month-to-month change. ?? This suggests that most US Disney+ users aren't deterred by price hikes. Interestingly, the Disney+ Basic Plan is on the rise, capturing 40% of new sign-ups this month—a 7.9% increase from last year. For additional charts on Disney+ or to learn or about available data, Contact Us https://lnkd.in/gc49M4tc #DisneyPlus #StreamingTrends #SubscriberInsights #SubscriptionTrends #StreamingInsights #MediaAnalytics #StreamingServices #StreamingMarket