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How Disney, Netflix, and others are shifting their battle tactics in the next phase of the streaming wars

  • The streaming wars have evolved, with companies like Netflix, Disney, and Warner Bros. Discovery adopting different strategies.
  • Netflix is focusing on engagement metrics rather than subscriber count, revamping its platform and aiming to boost watch time.
  • Disney is prioritizing subscriber growth, especially through bundle offerings, as it continues to attract new users.
  • Warner Bros. Discovery is emphasizing profitability with HBO Max, focusing on premium content and preventing cancellations.
  • Engagement is key for Netflix to drive its ad business forward and enhance customer satisfaction.
  • Amazon is also expanding its streaming ad business based on Prime Video user data and effective ad targeting.
  • Disney remains focused on subscriber growth, with Hulu and ESPN integration into Disney+ driving potential engagement.
  • Paramount+ and Peacock are prioritizing subscriber growth, despite facing challenges in profitability.
  • Apple TV+ faces churn rate issues due to a limited content library, while it aims to retain viewers with high-quality shows.
  • Warner Bros. Discovery's HBO Max aims for profitability rather than trying to compete directly with Netflix, focusing on curated, quality content.

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