Amazon dépasse Walt Disney sur un front important : ce que cela signifie pour les deux actions.
Amazon Prime Outplays Disney+ in Domestic View-Time
Introduction:
In the fast-paced world of streaming services, Amazon Prime is making waves with its increasing popularity in domestic view-time. This growth has significant implications for both Amazon and its competitors, particularly Disney.
Nielsen’s Eye-Opening Numbers:
According to Nielsen, Amazon Prime’s total domestic watch-time has surpassed Hulu’s share and continues to grow. This shift in popularity is unexpected, given Disney’s powerful presence in the media and entertainment industry. The comparison between Prime, Hulu, and Disney+ is not straightforward due to differences in subscriber numbers and content libraries. However, Prime’s larger subscriber base and diverse content offerings contribute to its increasing view-time.
Good News for Amazon:
Despite Amazon’s core revenue sources being e-commerce and cloud computing, the success of Prime is a positive sign for the company. The data suggests that Prime members are more likely to shop on Amazon.com, boosting the company’s overall revenue. Additionally, the growing view-time on Prime could also support Amazon’s evolving advertising business, further enhancing its profitability.
Bad News for Walt Disney:
In contrast, Disney’s streaming platforms, Disney+ and Hulu, are experiencing a decline in view-time, signaling disinterest from consumers. This comes as a blow to Disney, which had high hopes for its streaming services. While the company is striving to cut costs and push its streaming business into profit, the streaming division’s profitability is still behind that of other key revenue-generating segments. The slowdown in subscriber growth and stagnant customer headcount further adds to Disney’s streaming woes.
Conclusion:
While the shifts in view-time may not single-handedly determine the success or failure of these companies, they do reflect broader trends in the streaming industry. Investors should consider the implications of these shifts, especially in terms of revenue generation and profitability. With Amazon Prime gaining ground and Disney’s streaming services facing challenges, the competitive landscape of the streaming market is evolving.
Source : www.fool.com
