Disney vs. Netflix: The Deathmatch of Streaming

The Town with Matthew Belloni

The Ringer

Society & Culture

4.3 • 847 Ratings

🗓️ 12 May 2022

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

When it comes to streaming, is Disney the new Netflix? Matt is joined by analyst Michael Nathanson to discuss Disney’s recently released quarterly earnings report, its growing number of subscribers, and whether the cost to potentially beat out Netflix in the streaming wars has been worth it. Host: Matt Belloni Guest: Michael Nathanson Producer: Devon Manze Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Yo, Rob Harvilla from 60 Songs That Explain the 90s here to inform you that we are back with 30 more
0:06.5	songs because the 90s were super long and had a ton of rad music. Please join us every Wednesday for more
0:12.3	60 songs that explain the 90s only on Spotify. Adobe Express makes it quick and easy to create
0:20.0	everything I need for my business.
0:21.6	From social posts, TikToks and flyers, all in just a few clicks.
0:25.6	Get Adobe Express for free. Search for Adobe Express to find out more.
0:30.6	Do we really need another computer?
0:33.6	One that's faster, more powerful. Not everyone does.
0:36.6	But to reinvent music using a neural processor, work off the grid with all-day battery,
0:41.3	or bring your vision to life with AI-powered co-creator,
0:44.3	then a copilot Plus PC can make a difference.
0:47.3	A powerful AI computer is not for everyone.
0:50.3	But if you're trying to change the world, even if just your own, we built one for you.
0:59.9	Microsoft Copilot Plus PCs powered by Snapchat, the fastest, most intelligent Windows PCs ever.
1:01.6	Bachelor life varies with usage and settings.
1:12.7	It is Thursday, May 12th, and we are talking today about a topic that I love to talk about, who's winning the streaming wars.
1:14.1	I know we could come back to this, but it really is the most fascinating thing.
1:17.0	And yesterday, we had a new data point.
1:19.3	The Walt Disney Company released its quarterly earnings, and that included a new update on how
1:24.5	many subscribers they have for Disney Plus, for Hulu, and for ESPN Plus around the world.
1:30.6	And the pretty interesting number they released was they have 205 million subscribers now, which is about 15 million less than Netflix, which has been considered the industry leader for about a decade.
1:42.8	So Disney creeping up on Netflix, the question is at what
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Ringer, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Ringer and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.