Battle for customers: What Disney is different+ from Netflix and Amazon

The most important facts in advance: Disney+ increased the number of subscribers in just three months, from 10 to 28.6 million Netflix remains with 167 mil

Battle for customers: What Disney is different+ from Netflix and Amazon

The most important facts in advance:

  • Disney+ increased the number of subscribers in just three months, from 10 to 28.6 million
  • Netflix remains with 167 million subscribers, the number 1 in the market
  • Amazon remains in the race – although the Streaming is A taciturn Hero, and his little is so important

fluffy and very own companion to travel through space – is the recipe for disney's "Mandalorian" is not new. Nevertheless, the series captured the hearts of many viewers by storm and secured disney's new streaming service, Disney+ a successful Start.

the Disneys confirmed for the first fiscal quarter (fourth calendar quarter of 2019): 28.6 million subscribers Disney announced at the end of January, almost three times as much as at the Start of the service, such as the stock exchange portal "CNBC" reported. Both sales and profit topped the expectations of Wall Street.

Netflix remains by far the number One

In just three months, Disney already a sixth of the subscribers, the rival to Netflix over the years has accumulated has brought. The industry leader has over 167 million subscribers and, therefore, as much as no other streaming service. The next biggest competitor is HBO, with a little over 140 million subscribers. Disney+ Pre-registration: Now a 10 Euro saving (display)

Where, exactly, Amazon is in the race for the Streaming throne situate, is hard to say. The E-Commerce giant from Seattle is notoriously secretive when the customer comes to the number of the Prime, the other streaming offer Amazon's claim. Currently, there seems to be worldwide, approximately 156 million Prime users, such as "Fortune" reported in January, citing the investment firm Wedbush. With Stock Selection in Europe, you will be able to achieve excess Returns with the System. You put on the strongest trend signals from Germany and Europe. Long and Short. So make your investment a success, regardless of the DAX level. (Partner quote) Here is an exclusive free trial!

This Disney+ lures, new audiences

The Momentum of Disney+ is likely to last for a little bit. Because Disney has not only the "Mandalorian" to lure viewers. In addition to the Star Wars Franchise, the Service also offers productions from the Marvel universe, from the animation Studio Pixar and, of course, from the rich treasure of its own films since the group was founded in 1923 – as well as all the consequences of the hit series, the Simpsons, the Disney, thanks to the purchase of 20th Century Fox has.

The by far the best spectators, the bait, in addition to the many planned Star-Wars formats, the Marvel is expected to be productions. At the box office, the superhero movies have for years been unrivalled. Among the ten films with the highest revenue in three Marvel strip found the film portal "Box Office Mojo" according to, with Ticket sales of 1.5 to 2.8 billion dollars worldwide.

Disney has a lot to offer in order to attract more subscribers. Disney remained in the pay template in its earlier forecast, to have until the end of the business year of 2024, between 60 and 90 million subscribers. That would be, in the best case, a threefold increase within four years.

What is the Streaming Services do not offer

In his competitive Service to Netflix sets Disney on ground. As the magazine "Variety" on the Basis of an analysis of the market research company, Ampere in April, 2019 as reported, will Disney follow+ with 7500 series and 500 movies in its first year, far less than Netflix, with 47.000 series episodes and 4,000 films in its home market of USA.

The third major provider, Amazon Prime Video, has to follow according to the analysis, with 50,000 series and over 12,000 films an even greater overall deal. However, the Internet giant, the device is always supposed to be huge deal in the criticism. So a lot of users Uploads are among the titles is enormous, with more than questionable content, such as "recode" reported recently. Bernecker exchange - compass orientation for your Depot. Clear. Compact. Competent. (Partner offer) Now for 30 days completely free trial!

The cost of the Streaming services

Netflix

the Price of the services distinguish it only marginally. Netflix about to cost this country at least 7,99 Euro per month, and there's only SD quality. For the HD-standard subscription with parallel Streaming to two devices, numbers of users, however, 11,99 euros in the month, for a further four euros more per month for the service even with Ultra-HD, and the on up to four devices at the same time.

Disney+

For Disney+ users in Germany are, however, to Start on 24. March pay only 6,99 Euro a month, while the annual subscription will cost only 69.99 euros (about 5,83 Euro a month). To Start a pre-order Phase is complete in the customer a one-year subscription for a reduced 59,99 Euro (display).

Remains Disney at the international launch of the service in the same conditions as in the USA, you do not have users for resolutions higher than HD, pay for it, and can stream with up to seven profiles at the same time on up to four devices. It is open, however, whether disney's prices with the offer of still grow. Disney+ Pre-registration: Now a 10 Euro saving (display)

Amazon

Really comparable to the cost with Amazon's offer are not. Prime Video is more of a nice addition to the other benefits of the subscription for € 7.99 per month or 69 euros per year. Free shipping, music streaming, E-Books, delivery on the same day – the power of Prime is immense.

Streaming in the stock exchange

For investors, the question of what Streaming brings the companies ensures. Because the Business in return. The Netflix share price has quintupled in the past five years, more than, similar to Amazon. Disney's stock has, in turn, improved in the same period by just over 30 percent, in spite of the many Marvel box office hit.

The crown in the Streaming Business, which shows the rate of explosion in the case of Netflix, is a lot of value. The group has practically this is the only business, apart from the obsolete Business of a DVD rental. Here Netflix 2019 has just made 300 million dollars in sales. For comparison: In the same year, the group has paid about 626 million dollars in interest on its debt.

Streaming is everything at Netflix. And it's up and running, in spite of new competition. In 2019, the company from California has made almost 20 billion dollars in sales, a third more than in the previous year. Showing the most recent SEC Filings. Earnings per share rose thanks to a higher margin of as much as 54 percent.

revenue at disney's streaming division explodes

In the case of Disney, it is a little different. Here are the divisions of media, and amusement parks have made the recent SEC documents, in the final quarter, with revenues from 7.36, respectively, 7,39 billion dollars, the lion's share. The division of Direct-to-Consumer, is located in the the Streaming, flushed Disney only 3.98 billion dollars in the coffers, a share of 19.1 per cent of the total turnover.

But: This is a huge leap from the 918 million dollars, which brought the division in the prior-year quarter, and more than the field of movie production brings in (3,76 billion dollars in the fourth quarter of 2019). Disney is+ in the coming months be rolled out internationally, the chances for a further leap in sales is bad. With Stock Selection in Europe, you will achieve excess Returns with System! (Partner offer) Now 30 days free of charge test!

In the case of Amazon, in turn, the revenue from Prime memberships accounted for $ 19 billion last year, roughly 6.8 percent of all sales. However, the comparability is questionable, since Prime offers simply more than just Video Streaming. Streaming Amazon is trying to attract customers to the Prime Service, in order to generate, then more orders – the far more important Business – sales.

Netflix is the Streaming throne of iron

defend Whether Disney ultimately manages to push Netflix from the throne, in spite of a Hammer-launch of Disney+ is rather unlikely. On the one hand, the market is shrinking – with Comcasts Peacock and AT&Ts WarnerMediaHBO the middle of the year, a rise of other competitors to the Streaming.

On the other hand, Netflix is not asleep. According to "Variety" will Netflix get stuck in the current year, with 17 billion dollars is more money than ever before in the content. And the trend Continues.

in addition, the streaming giant has delivered recently, an example of the fact that he can inspire the audience as well as Disney+. Because after the Hype for the "Mandalorian" was gone, to put Netflix and enthusiastic series fans worldwide with the Fantasy spectacle "The Witcher".

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Date Of Update: 28 February 2020, 10:00
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