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Apple TV+ Raising Subscription Price By $3—First Price Hike Since 2023
Forbes· 2025-08-21 18:15
ToplineApple TV+ will soon become the latest streamer to raise its prices, hiking its streaming plan by $3 a month in its third bump in as many years.The price hike was announced Thursday. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesKey FactsThe subscription price for Apple TV+ will increase from $9.99 per month to $12.99 for customers in the U.S. and select international markets, though it is not clear what other countries are includ ...
Disney CEO Bob Iger: Breaking out subscriber data on ESPN streaming launch is 'irrelevant'
CNBC Television· 2025-08-21 16:15
So we're not going to get a subn number and you feel comfortable not doing that. You think investors are going to be frustrated and trying to understand what what is an incredibly important initiative for you and perhaps not be able to measure it in the way they become accustom and certainly did for for example for Netflix for 15 years until very recently. Again, investors will be able to see how our sports business is doing and this is an important component of it and perhaps that will give them the abilit ...
日媒：出海东南亚，中国视频流媒体受青睐
Huan Qiu Wang Zi Xun· 2025-08-13 22:35
Group 1 - Chinese companies are emerging in the Southeast Asian video streaming market, with iQIYI planning to launch original content in Thailand and Tencent's idol discovery programs gaining popularity [1][2] - iQIYI's Thailand subsidiary emphasizes that Southeast Asia is their most important market outside of mainland China, focusing on introducing original content and expanding services to countries like Thailand, Indonesia, and Malaysia [1] - Tencent launched its video streaming service WeTV in Southeast Asia in 2019, focusing on original content and planning to produce idol discovery programs featuring local talents starting around 2024 [1] Group 2 - The Southeast Asian video streaming market, while smaller than China and the US, is seen as a new revenue source for Chinese companies, with a growing young population and increasing income levels [2] - According to Dataxis, as of early 2025, American companies dominate the market with nearly 60% market share in Singapore, while Chinese companies have captured about 40% market share in Thailand, surpassing the US [2] - Chinese content and products, exemplified by "Labubu," are gaining popularity in various sectors, including home appliances and electric vehicles, indicating a growing influence of Chinese brands in Southeast Asia [2]
Netflix's Content Strength Drives Engagement: What's the Path Forward?
ZACKS· 2025-08-12 17:31
Core Insights - Netflix's content strength is driving viewer engagement, with Squid Game Season 3 attracting approximately 122 million views, highlighting the company's ability to produce high-impact content that retains subscribers [1][9] - The upcoming content pipeline for 2025 includes popular series and films, such as Wednesday Season 2 and high-profile originals, aimed at sustaining viewer engagement [2][3] - Netflix's ad-supported tier and favorable foreign exchange gains have contributed to an optimistic revenue forecast, raising expectations for 2025 revenue to $44.8-$45.2 billion [4][9] Content Strategy - Netflix's "local for local" strategy enhances its global reach while focusing on regional storytelling, supported by significant investments like a €1 billion commitment to Spanish programming through 2028 [3] - The diverse lineup of upcoming films and series spans various genres and includes notable talent, which is expected to attract a wide audience [2] Competitive Landscape - Amazon's Prime Video is leveraging its ecosystem to enhance value, achieving a 10% year-over-year rise in subscription sales to $11.5 billion in Q1 2025, while also expanding its ad business [5] - Disney+ is benefiting from its global reach and strong content portfolio, focusing on stable growth despite increased spending on new content [6] Financial Performance - Netflix shares have gained 36.8% year-to-date, outperforming the Zacks Broadcast Radio and Television industry, which returned 25.9% [7] - The Zacks Consensus Estimate for Netflix's 2025 revenues is $45.03 billion, indicating a 15.47% year-over-year growth, with earnings expected to rise to $26.06 per share [13]
Will the NFL Bring the Magic Back to Disney Stock?
The Motley Fool· 2025-08-09 04:54
Group 1: Disney and NFL Partnership - The NFL has acquired a 10% stake in ESPN in exchange for distribution rights to the NFL Network and RedZone, among other assets, marking a significant partnership between Disney and the NFL [1][3] - Disney reported a 3% increase in revenue to $23.7 billion, but faced a 15% decline in linear TV, indicating ongoing challenges with cord-cutting [3] - ESPN will now have access to six additional NFL games, increasing its total from 22 to 28, which is expected to enhance its streaming offerings [3][5] Group 2: Streaming Strategy and Market Position - The integration of NFL content into ESPN's streaming service is seen as a strategic move to attract and retain subscribers, especially as Disney bundles its services with Disney Plus and Hulu [6][8] - Disney's streaming revenue is projected to reach $24.7 billion, while Netflix's is at $44.3 billion, with analysts suggesting that Disney Plus could surpass Netflix in subscribers by 2026 [15][22] - The deal positions Disney to create a comprehensive sports platform that could appeal to both casual and hardcore sports fans, potentially boosting advertising revenue through targeted ads [8][11] Group 3: Competitive Landscape - The partnership with the NFL may create challenges for competitors like Fox, Discovery, and Comcast, as they scramble to secure live sports content [4][5] - The NFL's ambition to reach $25 billion in annual revenue by 2027 aligns with Disney's strategy to further monetize its media assets [5] - The deal could lead to a consolidation of sports content on ESPN, making it a primary destination for sports fans and potentially affecting the distribution of other sports leagues [10][11] Group 4: Financial Performance of Other Companies - Rivian reported a $140 million revenue shortfall due to changes in EV tax credits, which may benefit traditional automakers [19][21] - Shopify had a strong quarter with revenue of $2.7 billion, beating analyst expectations, and reported a 31% year-over-year increase in GMV [22][23] - Upstart achieved over 100% revenue growth and originated 159% more loans year-over-year, marking its first GAAP profitable quarter since Q2 of 2022 [24][25]
X @Elon Musk
Elon Musk· 2025-08-05 08:51
RT Gali (@Gfilche)dam all I wanna do is play with @grok Imagine but my gf is making me watch a @netflix tiny home show🙄 ...