At first glance, Disney+ seems a lot like Netflix: pay a monthly price, and get access to a bunch of different shows. However differences quickly become apparent:
There is a big opportunity for entrepreneurs to create better discovery tools and platforms for live content. Specifically, we see an opportunity for the ‘TV Guide of live’ — a resource that would index live streams across all platforms and rank according to popularity by genre or category of content. Similar to Netflix, the algorithm would learn c... See more
"There has never been more TV to watch. At any given time, you can stream shows old and new from platforms as wide-ranging as Netflix, HBO Max, Hulu, Peacock, and Amazon Prime, or you can indulge in a more niche service like Shudder (for horror fans) or Acorn (for British programming). If you find yourself paralyzed by the sheer wealth of content, ... See more
They’re artwork designed to be used in various places in the app, in email marketing blasts, on Hollywood billboards, and elsewhere. Disney Plus, a huge global service, requires content providers to include lots of this stuff alongside every title, up to twice as much as Hulu requires. So part of the process for Disney has been to adapt all that Hu... See more
Sarandos seems to be very good at giving us more of what we want. And after a crackdown on password-sharing (which Sarandos tells me is still in progress), his company has come out on top in the crowded streaming wars (if you set aside YouTube, which Sarandos does not).
A recent TiVo report found that the average TV watcher subscribes to as many as seven streaming services, and that 84% of them wanted some way to browse and search it all in one place.