Research
FORUM TRANSCRIPT

Streaming Platforms – Netflix, Disney, Amazon & Others – Q4 2022 Update

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former executive at ViacomCBS Inc (Paramount Global)

Agenda

  • OTT (over-the-top) operating environment – industry saturation and subscriber growth trends
  • Introduction of ad-supported tiers, pricing model experimentation and potential customer backlash from crackdown on password sharing for Netflix (NASDAQ: NFLX)
  • Content spend dynamics and distribution strategies, highlighting broader content spend cutting for players such as Warner Bros Discovery (NASDAQ: WBD) and continued content investment by Amazon Prime (NASDAQ: AMZN)
  • Outlook for 2023 and beyond, highlighting potential for Disney (NYSE: DIS) to purchase Hulu outright from Comcast (NASDAQ: CMCSA) and implications of merging it with Disney+ app for a one-stop-shop experience

Questions

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