On Tue, Aug 16, 2022 at 4:46 PM Mark Jeffries <[email protected]> wrote:

> However, I saw an Irish TV commercial for Disney+ featuring "Only Murders
> in the Building," which is not exactly family fare.  I would guess that
> Disney+ in foreign markets is running "Dopesick," "Pen15" and "The
> Dropout," so they're already doing it over there.  If the feeling is that
> the overseas audience doesn't consider Unca Walt and what he stood for as
> sainted as we do, well OK.  But everywhere else in the world Disney+ does
> have grownup content and they have made the adjustments here so that you
> can watch the two "Deadpool" movies on D+ uncut--and Hulu exists in only
> one country--us.  I think the merger is inevitable.
>
>
Yup - we get "Pam & Tommy" on Disney+ in the UK, as well as Deadpool,
Dopesick and the rest. Disney does half-heartedly use "Star" branding at
the top of programmes to differentiate them. But essentially the heavy
lifting is done when you set up profiles. So if you have kids and want to
age-gate what they can see, you can. A quick test in my Disney+ account
shows that I can choose 0+, 6+, 9+, 12+, 14+, 16+ or 18+ on any profile. I
suspect this functionality is already in US Disney+ since there's a world
of difference between Mickey Mouse and Avengers Endgame.

Honestly, I think Disney keeping adult brands separate is a non-issue. They
can keep sub-brands so that a show is FX, Hulu, Twentieth Century, Nat Geo
or whatever. That gives audiences some expectations as to what you're going
to get. Netflix copes perfectly well doing this. But yes, a smart kid is
going to be able to get around all of these locks as they always have been
able to. Knowing the D+ password is about all they need.

There's no question in my mind that Disney and Hulu have to merge. There's
no reason not to. They'll bundle them together in a forced manner and bump
up the price. When "Star" launched in the UK, Disney straight-up raised the
price and said, "Hey, here's a load of extra stuff..." That also removes
the need to have two separate tech stacks and apps being developed. Having
a single - global - tech stack and app is much easier for them to manage.
For me, it's only a question of when and not if.


Adam

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