Disney's subscription volume is overnight?How did the animation king defeat the video giant?

In the world's long video market, Nai Fei is undoubtedly one of the largest players in the market. As the leader of the world's long video market, Nai Fei once occupied the leadership of the world's long videos for a long time. However, in recent Disney However, the number of users began to fight against Supernis. Many people are asking everyone how the anime king in the minds defeats the video giant of Naiti?

1. Disney's subscription volume is overnight?

According to ZAKER reports, Global Media Giant Disney released the third fiscal quarter results as of July 2, 2022.

During the reporting period, the company's revenue was US $ 2.1504 billion, an increase of 26%year -on -year, exceeding market expectations; net profit attributable to the company was US $ 1.409 billion, an increase of 53%year -on -year; , Far higher than Wall Street forecast 97 cents per share.

Specifically, Disney media and entertainment business revenue was US $ 14.11 billion, an increase of 11%year -on -year; the revenue of parks, experience and product business was 7.39 billion US dollars, a year -on -year increase of 70%.

Streaming media business remains growing. As of July 2nd, Disney+ global reservations were 152.1 million, an increase of 31%year -on -year, and 14.4 million users were newly increased. In addition, Hulu and ESPN+, Disney's total number of global reservations for streaming media platforms reached 221 million, surpassing Nafei's 2.206.7 billion.

It is worth mentioning that Disney was a content supplier that Nafei survived. However, in early 2019, Disney terminated the content authorization agreement with Naifei, and officially launched the self -built streaming media platform Disney+in November 2019, and launched a ring with Nai Fei.

In just one year, Disney+ has entered hundreds of millions of clubs in subscribers, becoming a powerful competitor for Naiti.

2. How did Disney defeat the video giant Nai Fei?

We see that the current Disney's subscribers will be very strange when many people are surpassed. How did Disney do it? How did this subscriber become a anti -Nei Fei?

First of all, on the world's long video market, Nai Fei is undoubtedly a super giant. It has a strong market influence in the entire market, and because Nai Fei has very many famous film and television dramas, it is the blessing of these film and television dramas. Below, let Naiti be constantly innovated on the market and use continuous explosive products to attract users to increase subscriptions, so we see that now on the entire market, Nai Fei has a strong market influence. Some giants. Many long video companies in China have also regarded Nafei as their own imitation objects, but no one expected that it was only launched in 2019. Disney, which built a self -built streaming media platform, took less than a few years. Successfully surpassed our old opponent, what should we think of this?

Secondly, let's look at Disney's development logic. Disney is a company with strong market advantages. Disney's own development is because of a strong market resonance with young people. A large number of young people have become Disney users and users and Consumers, especially children, play a very important positive role in the accumulation of Disney's overall users. So we can say that although the current number of Disney users is large, its logic is completely different from Nai Fei. The core advantage of Naiti's number of users is an adult user, and the number of Disney users has more core advantages. It is the child and the child's parents. This may be a completely different logic for a stream video company, so although the number of Disney users has surpassed Nafei in a short time, it has its own user quality and the number of users. The relationship may not be a very symmetrical relationship.

Third, from the perspective of long -term market development, Disney's current success is worthy of our attention. In a sense, Disney has a strong market competitiveness. This market competitiveness is for most companies. They are all more important and positive. This is how strong market influence is a company on the content side. Disney has a strong market competitive advantage above the content market. This market competition advantage helps Disney Fast success in a short time. From the perspective of the overall market competition in the future, a competitive relationship between Disney and Nafei will present a long -term competition. Who can really laugh at the end may be unknown.

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