Claire said “Part of the decline is, of course, Covid related . . . but the overall trend has been very well established."
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Tom said "This could mean that Disney + has the potential to grow its subscriber base by 50% by reaching more households interested in more adult programs under the Star tab. "
Disney + 's economic model was largely based on synergies with theme parks, cruises or cinemas, even if these activities are very weakened at the moment by the health crisis. With these new Fox content, Disney + is becoming a subscription video service "which can better find its economic balance on its own."
Tom said “The biggest problem Disney has is also its biggest advantage — everyone knows its name and probably has a warm, fuzzy childhood feeling about it. But what are they going to do with American Horror Story? Is Twisty the Clown going to sully your memories of going to Disney World and meeting Mickey Mouse?”
He added “While streaming services like Spotify destroyed the album, streaming services like Netflix just reinforce the idea that what a TV show is, how long it is and the rhythm of it, have been optimised over 60 years. A few years ago Netflix was talking about using data to make TV shows. Now that’s completely turned around. They’ve hired people who know how to make television — the distribution method changed, but the people making it are the same people who always have.”
BT’s December quarter results were mixed, with revenue growth improving but EBITDA growth worsening, and next quarter will be hit by the effects of lockdown 3 on mobile, with B2B likely to be hit by business failures following the end of furlough.
BT has maintained/nudged up its financial guidance regardless, and there are plenty of positive longer-term signs, with subscriber growth strong in the quarter, pricing pressure easing, and full fibre roll-out and adoption progressing nicely.
Overall, we expect the road to continue to be bumpy, but a recovery by 2022/23 still seems very plausible, ultimately driven by the wholesale and retail benefits of full fibre, and perhaps helped if it can get ‘Digital’ right, a particular challenge historically for BT.
Gill said "You've got to question where Global can go now in the UK. There's no further room to grow – they can't take any more market share in radio. The US is the biggest market and iHeartMedia is doing interesting things with podcasts. But unless there's a way of gaining some control, you have to question what's the benefit [for the Tabor family]."
Lamberto said Keeping up with 2020’s rate of growth is daunting. Publishers should match rates with 2019. “2021 will have a slump in absolute terms.”
Francois said “I remain skeptical that DAZN can do something that no one has ever done before—that is, find a profitable way to be the No. 2 broadcaster in European markets."