Disney expected to announce up to 30 million subs for Disney+

Disney is expected to reveal that recently launched streamer Disney+ has amassed up to 30 million subscribers when it announces its quarterly results on Tuesday. According to research firm MofettNathanson, the SVOD – which launched in five countries in November – has between up 25-30 million subscribers. One third of that number is expected to […]

TBI Weekly: AVOD, branding and ‘You’ discussion dominates NATPE

The aftermath of rampant consolidation was in the spotlight at this week’s NATPE market, where the uptick in AVOD models, rights ownership and branding à la Netflix-Lifetime hit You dominated the discussion. Steven Cahall, senior analyst with RBC Capital Markets, said it best early on in the week: “If you don’t work for the four […]

Netflix ‘causes industry pain, not death’

The notion Netflix is killing traditional linear television is incorrect, though the streaming service clearly eating into networks’ ratings, according to a research note. MoffettNathanson analyst Michael Nathanson said the “powerful and widely communicated narrative” around Netflix’s impact on TV was often “made with an absence of facts”. Netflix use was not necessarily leading directly […]