Disney (DIS) tab tom ntsib lub sijhawm dhau los sai ntawm nws cov tswv cuab ntawm Hulu.
Thiab CEO Bob Iger tau tawm tswv yim rau lub lim tiam no lub tuam txhab tuaj yeem xaus muag qhov kev pabcuam streaming tom qab hais tias "txhua yam nyob rau hauv lub rooj" hais txog nws feem hauv Hulu.
Disney tam sim no muaj ob feem peb ntawm cov streamer nrog Comcast's Universal (CMCSA) tswj tus so.
Raws li cov lus cog tseg ntawm kev sib koom ua tswv cuab, Comcast tuaj yeem xav tau Disney yuav tawm nws cov ceg txheem ntseeg hauv Hulu kom ntxov li Lub Ib Hlis 2024 ntawm qhov kev lees paub yam tsawg kawg nkaus tus nqi ntawm $ 27.5 billion.
"Tsis muaj kev xaiv tiag tiag ntawm no txog lub sijhawm luv luv nrog Hulu," Bank of America tus kws tshuaj ntsuam Jessica Reif Ehrlich hais rau Yahoo Finance Live lub lim tiam no.
Tus kws tshuaj ntsuam, uas tau sau tseg tias nws ntseeg tias Comcast yog tus neeg yuav khoom, nug seb yuav muaj dab tsi tshwm sim yog tias Disney yuav muag.
"Yog tias [Disney] xaiv mus rau txoj kev muag Hulu, qhov ntawd txhais li cas?" Ehrlich ntxiv. "Nws puas yog Hulu qhov kev pabcuam, cov ntsiab lus dab tsi mus nrog nws? Nws puas suav nrog FX? Nws puas suav nrog cov yeeb yaj kiab Fox? Nws tsis tau txhais hais tias yuav ua li cas nrog Hulu. "
Thaum lub sijhawm ntawm lub tuam txhab cov nyiaj tau los kawg hu Hnub Wednesday, Iger tau nce ob npaug ntawm kev saib streaming yog nws "qhov tseem ceeb tshaj plaws" rau Disney, tab sis hais rau CNBC "txhua yam nyob rau ntawm rooj" hais txog Hulu lub neej yav tom ntej hauv kev xam phaj hnub Thursday.
“Kuv tau tham txog kev lom zem dav dav uas tsis txawv. Kuv yuav tsis xav tias peb yog tus yuav lossis tus muag khoom ntawm nws, "Iger hais. “Tab sis kuv txhawj xeeb txog kev lom zem uas tsis txawv. Peb tab tom yuav saib nws lub hom phiaj. "
Hulu boasts nyob ib ncig ntawm 48 lab tus neeg siv khoom thiab muaj cov yeeb yam saum toj kawg nkaus suav nrog "Tsuas yog tua neeg hauv lub Tsev," "Cov Dab Neeg Ua Haujlwm," thiab "Lub Dropout." Hulu cov neeg siv khoom tau nce 2% hauv Disney lub quarter kawg.
Thaum lub sij hawm ntawm qhov kev npaj thawj zaug ntawm Comcast thiab Disney, Iger tuav qhov kev yuav khoom yuav tso cai rau Disney muaj lub sijhawm los muab lwm txoj hauv kev, pom kev paub ntau dua rau cov neeg siv khoom, ntxiv rau kev muab. ntau yooj nrog bundling.
Flash rau pem hauv ntej mus rau niaj hnub no thiab streaming kev lag luam yog txawv heev vim cov tub ua lag luam tsom rau cov txiaj ntsig ntawm kev sib tw nce ntxiv.
Disney qhov kev faib ncaj qha rau cov neeg siv khoom tau tshaj tawm txog $ 1.1 nphom poob hauv nws cov nyiaj txiag thawj peb lub hlis twg - kev txhim kho piv rau $ 1.5 nphom poob pom hauv Q4, tab sis tseem yog qhov tseem ceeb ntawm cov txiaj ntsig.
Disney tau hais rau lub lim tiam dhau los no npaj yuav tso tawm 7,000 tus neeg ua haujlwm nyob rau hauv kev rau siab los txo $5.5 billion nyob rau hauv cov nqi. Raws li qhov tshwm sim, cov xov xwm loj heev npaj yuav rov tsim lub koom haum rau hauv peb qhov kev lag luam tseem ceeb: Disney Entertainment, ESPN, thiab Disney Parks, Kev Paub thiab Cov Khoom.
Iger tau hais txog kev txo qis lub tuam txhab cov nuj nqis yog qhov tseem ceeb rau kev lag luam: "Kuv tau cog lus tias yuav tso lub tuam txhab no rau lub sijhawm tshiab ntawm kev loj hlob," Iger tau hais hauv xov xwm tshaj tawm hnub Thursday.
"Peb qhov kev tsim kho tshiab yuav rov qab muaj tswv yim rau hauv nruab nrab ntawm lub tuam txhab, nce kev lav phib xaub, txhim kho cov txiaj ntsig, thiab ua kom peb cov ntsiab lus zoo thiab kev paub dhau los."
Alexandra yog Senior Entertainment thiab Media Reporter ntawm Yahoo Nyiaj Txiag. Ua raws nws ntawm Twitter @ alliecanal8193 thiab email rau nws [email tiv thaiv]
Nyem qhov no rau qhov tseeb trending stock tickers ntawm Yahoo Finance platform
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
Rub tawm Yahoo Nyiaj Txiag app rau Kua or Android
Ua raws li Yahoo Finance Twitter, Facebook, Instagram, Flipboard, LinkedIn, Thiab YouTube
Tau qhov twg los: https://finance.yahoo.com/news/as-disney-doubles-down-on-streaming-strategy-iger-hints-hulu-might-be-on-the-block-133309161.html