On Tue, 2019-11-12 at 12:53 -0800, Matthew Petach wrote: > Different target audiences.
That are already satisfied with existing services, so no new target audiences. > Now the parents can be watching "Good Omens" or "Game of Thrones" on > Netflix while the kids are streaming "The Lion King" on Disney+ > streaming. But they could watch lots of (Disney even) content on Netflix already. So I still don't see an increase in consumption just because of Disney+. > Instead of the whole family watching one show together, now we have > segmentation in the marketplace. Disney+ doesn't change "whole family watching one show together" (or not -- because individuals watching their own streams is already possible) model from the current model. Cheers, b
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