Disney+ and Netflix Ad-Supported Tiers to Improve Monetization, Says UBS

StreetInsider2022-06-16

In a note on the potential advertising upside for streaming services Disney and Netflix, UBS analyst John Hodulik outlined the potential areas of upside for the companies.Disney+ ad-supported tier is ...

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Comments

JLKang
2022-06-16
JLKang
Will see
ud0m
2022-06-16
ud0m
Great move
Chunmu
2022-06-16
Chunmu
Thanks
Cvt
2022-06-16
Cvt
👌
Vincent1968
2022-06-16
Vincent1968
Nice
SCLIEW
2022-06-16
SCLIEW
666

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With Hulu as the benchmark, we estimate Netflix's US launch could provide a 14% uplift to UCAN revenues and 6% to total revenues over time (analysis within).\"That said, the launch will entail a period of subscription revenue cannibalization and incremental costs as the business scales. For Disney+, lower engagement limits the potential monetization upside vs. peers (13 hours/mo vs. 31/mo for Hulu and 41/mo for Netflix per comScore LTM) but we expect the product to see strong initial demand from advertisers and command premium CPMs. We estimate the ad-tier could provide a 24% uplift to US Disney+ revenues and 11% to D+ globally.\"The analyst said advertising is just one example of new monetization avenues streaming services are pursuing, which also includes international launches and password sharing. 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