Breaking Disney exploring options to sell or join venture Disney Star India Business

[Ashok Varma]

If they remove Streaming/Sports business from whatever Disney own companies in India, eventually Star entertainment Channels most successful when it's comes to Revenue, Profit and Viewership.

Again if we see nowadays Star Gold, Star Pravah, Star Jalsha, Star Kiran with Star Sports under SIPL umbrella which is not much aggressive like other broadcasters in their markets when it's comes to Contents acquisition. whereas Asianet, Star Vijay, Star Suvarna which Under ASCPL they're best in Non fiction IP and acquiring so many contents.

Why they remove streaming content as they have hold both tv and digital rights? If they lease their own tv content to other OTT, then it will be disaster.

 

[ab666]

Again if we see nowadays Star Gold, Star Pravah, Star Jalsha, Star Kiran with Star Sports under SIPL umbrella which is not much aggressive like other broadcasters in their markets when it's comes to Contents acquisition. whereas Asianet, Star Vijay, Star Suvarna which Under ASCPL they're best in Non fiction IP and acquiring so many contents.

Star jalsha is very aggressive but 99 percent bengali movies are made for ott & multiplex audience. Those will not work on tv. But star is buying them non stop. Same is the story with zee bangla cinema.

 

[RdX]

Why they remove streaming content as they have hold both tv and digital rights? If they lease their own tv content to other OTT, then it will be disaster.

They want less investment and more Profit like TV soap serials, in Indian content Production and Sports. But it's never going happens crowded Streaming and Risky Sports market in India.

Unfortunately Disney/Sony/Zee investment very low on Streaming and Sports business in India not enough for future Sports/Contents acquisition, that's why most of Media broadcast company looking for Merger, Joint venture or Sale. Overall It's difficult to for most of Platforms fight against deep pocket industrial multinational company with more investors support.

 

[StoriesWithPK]

Did you evn read my og post ??

I had already slammed disney for their mistakes, they are the one who are to blame for whole situation, they dont know how each and every other market works, they only tries to sell their US strategy and wants to make quick profit.
Their strategies sucks everywhere, recently there was layoff of employees in Disney plus korea who were responsible content production.They dont want to make good content, but wants profit. They only knows how to make remakes of US series.

Right now they have saved more than 20k cr by not buying IPL digital rights so why not invest that money to make good content and build stronger base for hotstar.

Evn with $0.59 ARPU they still have advantage of good number of subscribers unlike other OTTs so why not invest money nd make it stronger, they just cant run away from indian market just becoz of temporary losses as indian market will be very significant in OTT world.

Thats what i was saying through my og post, just read it again nd make comment.

You missed the point.

Disney doesn't see that 50M+ Hotstar subs as a strong base. They don't see growth and that is why they're looking at other options like JV or sale.

It is hard to produce hit after hit and retain subs.

 

[Ashok Varma]

They want less investment and more Profit like TV soap serials, in Indian content Production and Sports. But it's never going happens crowded Streaming and Risky Sports market in India.

Unfortunately Disney/Sony/Zee investment very low on Streaming and Sports business in India not enough for future Sports/Contents acquisition, that's why most of Media broadcast company looking for Merger, Joint venture or Sale. Overall It's difficult to for most of Platforms fight against deep pocket industrial multinational company with more investors support.

Disney should not compare India's monthly ARPU with USA like NETFLIX, but finds tough to sale/JV of STAR's linear TV business as BOB IGER wants to exit linear TV business.

Disney's Bob Iger signals potential sale of TV assets — India impact uncertain

The announcement by the Disney CEO, made exclusively to CNBC, has raised questions about the future of Disney-owned Star India (rebranded as Disney Star) and its impact on the Indian TV landscape.

www.cnbctv18.com

 

[Rajpatil98]

You missed the point.

Disney doesn't see that 50M+ Hotstar subs as a strong base. They don't see growth and that is why they're looking at other options like JV or sale.

It is hard to produce hit after hit and retain subs.

Thats why i said they dont want to put necessary efforts but wants profit only.

Right now indian OTT market may not be big but in future it will be the one who will contribute to the most, thats why all big OTT players are trying their hard.

Hotstar already have good subscriber base, if they keep investing good money only then they will be able to see results in future. Again disney is just profit driven company so im not gonna expect anything big from them.

 

[Ashok Varma]

Thats why i said they dont want to put necessary efforts but wants profit only.

Right now indian OTT market may not be big but in future it will be the one who will contribute to the most, thats why all big OTT players are trying their hard.

Hotstar already have good subscriber base, if they keep investing good money only then they will be able to see results in future. Again disney is just profit driven company so im not gonna expect anything big from them.

Disney reveals ARPU of Hotstar is USD0.59 per month, but what abour their Ad revenue from Hotstar?

 

[StoriesWithPK]

Disney reveals ARPU of Hotstar is USD0.59 per month, but what abour their Ad revenue from Hotstar?

What ad rev?

It is including that only.

 

[RdX]

Clearly, if just the financial performance is considered, it is too small to matter. In the second quarter ended March, Disney's dominant linear networks business reported a decline in revenue to $6.6 billion from $7.1 billion a year earlier - which yielded a lower operating income of $1.8 billion, down sharply from $2.8 billion a year earlier. Clearly, Disney's problems seem more at home. That said, on a stand-alone basis, the India business is not without issues and is in a bit of a spot.

On the other hand, Star India's entertainment business is immensely profitable, generating substantial cash flow annually. The network operates a diverse range of almost 60 channels. Star India holds a commanding 34% market share across entertainment and sports. On an individual basis, the company boasts an impressive 31% viewership share in the entertainment segment.

A star returns, but mounting problems keep the shine off Disney

On July 13, Iger in an interview told a business channel at The Allen & Company Sun Valley Conference in Sun Valley that the Walt Disney Company is reconsidering its approach to traditional TV business and may consider selling a part of it, including ABC and FX networks. A day before Iger's...

m.economictimes.com

 

[Rajpatil98]

Clearly, if just the financial performance is considered, it is too small to matter. In the second quarter ended March, Disney's dominant linear networks business reported a decline in revenue to $6.6 billion from $7.1 billion a year earlier - which yielded a lower operating income of $1.8 billion, down sharply from $2.8 billion a year earlier. Clearly, Disney's problems seem more at home. That said, on a stand-alone basis, the India business is not without issues and is in a bit of a spot.

On the other hand, Star India's entertainment business is immensely profitable, generating substantial cash flow annually. The network operates a diverse range of almost 60 channels. Star India holds a commanding 34% market share across entertainment and sports. On an individual basis, the company boasts an impressive 31% viewership share in the entertainment segment.

This is what i said in one of my post, star india is highly successful and profitable entity (including hotstar, evn with low ARPU), its just disney dont know how to handle it. They clearly dont have much knowledge about how each and every market works in different regions, they only wants high profits.