#streaming #licensing #businessmodels #revenuemodels #SVOD #AVOD #franchiseIP #librarycontent #acquisitions #WaltDisney #Disneyplus #TAM #revenuegrowth #streaminggrowthĭisney Tries to Have It Both Ways With Streaming Business Accordingly, AMC said that the final season drove a 61% uplift in subscribers." Hence the first five seasons of Better Call Saul, the Breaking Bad prequel, were available on Netflix, but the final season was only on AMC+, the streaming service for the cable network AMC on which it primarily aired (to complicate matters, the show was produced by Sony Corp.’s television studio-but the Japanese company’s approach to streaming is a subject for another day). If they license the early seasons of a TV show or films in a series, but keep the latest releases on their own captive streaming platform, then it serves as bait for new customers. There’s a shrewd licensing strategy that might let studios have it both ways. It accelerates the need to keep spending on new content to keep them engaged. In online streaming, customers can decide to drop their subscription from one month to the next. The deal can be structured as a flat fee to license the relevant film or show. Depending on the nature of the contract signed with Netflix, it can help stabilize revenue. (Marvel films started disappearing from Netflix, for instance.) Iger is now considering licensing out titles again. "When Disney focused efforts on streaming, it pulled titles from other platforms when the licensing agreements expired.
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