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DL: Closely Tracked ‘Mulan’ Release Expands The Definition Of Big-Ticket Streaming
“Rather than simply rolling it into a free offering, we thought we can test anything when you have your own platform,” CEO Bob Chapek said. “We’re trying to establish a new premiere access window to capture that investment we got (in the film). We’ll have a chance to learn from this. From our research under a premiere access offering, not only does it get us revenue from our original transaction of PVOD, but it’s a fairly large stimulus to sign up for Disney+.”
Benjamin Swinburne, an analyst with Morgan Stanley, called the Mulan release in a recent note to clients “the next major test case” for an industry overhauling the custom of having films stay in theaters for at least two-and-a-half months. “We see DTC and PVOD as long-term structurally beneficial to film studios, and likely less cannibalistic to moviegoing than feared.”
Michael Morris of Guggenheim, who, like Swinburne, has a “buy” rating on Disney shares, said he is a bit less certain. “Charging current Disney+ subscribers another $30 for a film requires a broader consumer understanding that the availability is a special event,” he wrote in a research note. “We are optimistic but not convinced that consumers value windowing given that Netflix, the streaming video benchmark, does not utilize the practice.”
Closely Tracked ‘Mulan’ Release Expands The Definition Of Big-Ticket Streaming
DL: Closely Tracked ‘Mulan’ Release Expands The Definition Of Big-Ticket Streaming Sep 05, 19:28
Why are Mulan H$75 Puts "MULN.PU" cashing out at H$0 instead of H$75 on Sept. 8th? {nm} Sep 06, 11:30
" If a theater count of 650 necessary for wide release is never achieved, then all three derivatives will cash out at 0." {nm} Sep 06, 12:38
That's in the FAQs, bottom of the page {nm} Sep 06, 12:41
This belongs on Movies. {nm} Sep 07, 08:12
