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Critiquing Disney's Strategic Moves & Bundling Choices; Navigating the Future of Streaming w/ Mariah Muscato
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Analyzing Disney's Strategic Content Bundling Choices
The key insight from the snip is that Disney's content strategy on Disney Plus leans heavily towards catering to super fans by offering similar content which may not attract new customers. The optimal content bundles are highlighted to be ones that minimize the overlap of super fans while maximizing the overlap of casual fans. By catering to both types of fans, a platform can retain existing customers and attract new ones effectively. Netflix is cited as an example that excels in this strategy by balancing content to appeal to a wide range of fans. In contrast, Disney's focus on super fans might result in spending on content that doesn't acquire new customers, potentially missing opportunities for growth.
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