Accéder au contenu

Disney Will Not Pursue Big Acquisitions Under Iger; Is Larger Streamlining Underway for Disney+, Hulu?

David Satin

It’s been just over a week since the Walt Disney Company unexpectedly announced that CEO Bob Chapek would be leaving the company, and former CEO Bob Iger would be returning to take his place. Now, thanks to reporting from Variety, new details are emerging regarding Iger’s future plans for the company and its streaming service Disney+.

Iger spoke with Disney employees at a town hall meeting on Monday in which he said that he had a 24-month mandate to get the company back on track toward stability and that any rumors about the company possibly merging with Apple or making any other big acquisitions had no basis in fact. Iger also confirmed that a hiring freeze instigated by Chapek would continue as the company seeks to address the $1.5 billion loss the company reported in the streaming business during the final quarter of its fiscal year.

So what implications do Iger’s comments at the town hall meeting have for Disney+? For one, it likely means an increased focus on the profitability of the service. That means that the company’s planned price increase for Disney+, set to take place on Dec. 8, is likely to move forward as scheduled. Such an increase, combined with the launch of an ad-supported tier, will help Disney boost the amount of revenue it is seeing per user, the growth indicator that the industry is focusing on far more than raw subscriber numbers as of late.

It also means that more ambitious ideas for the service are likely to be put on hold, at least for the near term. That may include “Next-Gen Storytelling,” an idea from Chapek’s tenure that would see Disney use virtual and augmented reality to offer experiences beyond what can normally be accomplished via streaming. Given the fact that the company is streamlining costs, such a venture is unlikely to get the funding it needs to proceed any time soon.

This could also mean that the company will be pulling back, or at least refocusing, its overall streaming content spending in order to maximize its streaming profitability.

It’s less clear what effect the cost-saving measures will have on Disney’s plans to acquire the rest of Hulu. In recent months, Chapek has discussed the fact that he had wanted to eventually combine Hulu and Disney+ once the company acquired the final third of the general entertainment service in 2024 — or sooner — from Comcast. If Disney were to auction that segment of Hulu off rather than keep it, it could bring an additional revenue boost to the company.

The town hall was just the first inkling of what Iger has in store for Disney over the next two years, but it offered some big hints. Where the company goes from here will bear watching closely, but if Iger’s mandate is similar to what Warner Bros. Discovery CEO David Zaslav faced when he was tapped to oversee cuts at HBO Max, painful times could be ahead at the House of Mouse.

Disney+

Disney+ est un nouveau service de vidéo streaming sans publicité qui présente des séries et des films exclusifs de Disney, Pixar, Marvel, Star Wars, National Geographic et bien plus encore. Disney a révélé que son service de streaming fera ses débuts en France le 7 avril 2020.

Le service de streaming Disney coûte € 8.99 / mois ou € 89.99 / an (€ 7.50 / mois) par an.

L’application supporte le streaming en 4K, les téléchargements illimités 4 les diffusions simultanées jusqu’à 7 profils avec des centaines d’avatars à disposition pour votre profil personnel.

La première année, on y trouvera 25 séries originales et plus de 10 films originaux, 7 500 anciens épisodes, 100 films récents, 400 titres dont l’intégralité du Disney Vault. Il sera possible de regarder des nouveaux films comme « Toy Story 3 », « Le Roi Lion », « Aladdin », mais aussi des classiques comme « la petite Sirène » et « Cendrillon ».

L’entreprise a annoncé des séries et films originaux qui seront disponibles dès son lancement, notamment le spin-off de Star Wars, « The Mandalorian » d’un budget de 100 millions de dollars et qui comporte 8 épisodes, « High School Musical : la Comédie musicale, la Série », « le Monde selon Jeff Goldblum », « la Belle et le Clochard » et « The Imagineering Story ».

Vous pouvez voir la liste complète des films et séries Disney Disney, Disney Channel, Star Wars, Pixar, Marvel, Nat Geo et tout le contenu Disney Plus disponible en regardant notre Disney+ liste de films en streaming.

Inscrivez-vous

Obtenez Disney+ pour seulement € 7.50/mois avec un abonnement annuel.

DIRECTV STREAM Cash Back

Let us know your e-mail address to send your $50 Amazon Gift Card when you sign up for DIRECTV STREAM.

You will receive it ~2 weeks after you complete your first month of service.

Sling TV Cash Back

Let us know your e-mail address to send your $25 Uber Eats Gift Card when you sign up for Sling TV.

You will receive it ~2 weeks after you complete your first month of service.

Hulu Live TV Cash Back

Let us know your e-mail address to send your $35 Amazon Gift Card when you sign up for Hulu Live TV.

You will receive it ~2 weeks after you complete your first month of service.