4.6 • 854 Ratings
🗓️ 22 November 2019
⏱️ 26 minutes
🧾️ Download transcript
The House of Mouse’s streaming service is now available and over 10 million users have hopped on. We break down how the offering stacks up to competitors like Netflix and HBO, and talk about how the platform fits into the company’s larger strategy.Stocks: DIS, NFLX
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0:00.0 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. |
0:06.4 | It's Friday, November 22nd, and we're talking Disney Plus. |
0:09.8 | I'm her host Dylan Lewis, and I've got. D.Clyne with me on Skype. |
0:14.7 | Dan, what's going on man? |
0:16.3 | Hey there, Dylan, exactly what we needed. |
0:18.6 | Another streaming service. |
0:21.0 | Yeah, I feel like the post-cable landscape is basically cable just with more steps. |
0:26.0 | And more money. At least for me, it's eventually going to cost me more money. |
0:31.0 | I was thrilled to have you on today Dan because you are kind of Mr |
0:34.8 | streaming for fool.com purposes and you are also Mr Disney you know a ton about |
0:40.0 | the house of mouse so it only seemed natural to have you on for an episode |
0:43.2 | we're gonna be talking about the streaming landscape specifically the |
0:46.8 | debut of Disney Plus. Yeah it look I joke about not needing another streaming service but this is kind of in my opinion the last |
0:55.6 | company that has enough intellectual property that I was pretty excited about this launch. |
1:00.7 | Yeah this is kind of that no-brainer streaming business that a lot of people have |
1:04.6 | wanted for quite some time. I imagine parents and fans of Star Wars in |
1:08.5 | particular have really wanted this streaming service to come out. |
1:12.0 | Unfortunately I am not in either of those buckets. |
1:14.4 | I am the person that Disney hates, |
1:15.9 | because I don't have kids and I am not super into Star Wars. |
1:19.0 | But you are a subscriber of the newly launched Disney Plus service, |
1:22.2 | right then? Yeah, so it's a family service. of the you know Disney animated movies but when he was younger we used to buy all the DVDs so you'd spend 19 |
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