Motley Fool Money Disney+ Dazzles Wall Street
Apr 12, 2019
David Kuo, Director of Motley Fool Singapore and a BBC financial commentator, shares his insights on the U.S.-China trade war and the shift of manufacturing to Southeast Asia. He highlights the impact of Disney's streaming strategy, which has taken Wall Street by storm. Kuo also discusses Uber's IPO prospects and the changing dynamics in the airline industry, along with Rite Aid's exit from e-cigarettes. The conversation is peppered with investment strategies in turbulent markets, emphasizing the rise of Southeast Asia as a new manufacturing hub.
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Disney+ Pricing and Content
- Disney+ will be cheaper than analysts predicted, at $6.99/month, undercutting Netflix.
- The service includes Marvel, Pixar, and 30 seasons of The Simpsons, making it appealing.
Streaming Wars
- The real battle is in the streaming space, with competitors like Disney, Netflix, AT&T, and more.
- Disney's move to its own platform with a lower price is a significant development.
Disney's Challenge
- Ron Gross likes the detailed guidance provided by Disney, even though it might be wrong.
- The challenge for Disney will be to offset lost licensing revenue with subscription revenue.