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<\/span><\/figcaption><\/figure>Walt Disney<\/a>'s stock received a rare Wall Street downgrade on Monday, as Barclays called for bold changes from the media giant to reverse slowing growth at its Disney+<\/a> streaming service.

Disney<\/a> Chief Executive Officer Bob Chapek last month hinted at a slowdown in Disney+, saying fourth-quarter global paid subscribers will grow by \"low single digit\" millions compared with a rise of 58.5 million in the previous three months.

Disney+, which has one of the richest portfolios of media content, had a blockbuster launch in 2019; it attracted new subscribers with its hit \"Star Wars\" and \"Avengers\" franchises.

Rival streaming platforms such as Netflix<\/a> Inc, Apple TV+<\/a> and Amazon Prime Video<\/a> have had a different approach. They invested heavily on original content to draw in subscribers.

\"While the company (Disney<\/a>) appears to be targeting one new piece of content a week, not every piece of content has the same franchise value or visibility,\" Barclays analyst Kannan Venkateshwar said.

Barclays also said the slowdown in Disney+ subscribers could not be solely attributed to a pull forward in additions in 2020, when streaming platforms gained popularity as people hunkering down at home sought entertainment.

To achieve its target of 230 million to 260 million Disney+ subscribers by the end of fiscal 2024, Disney will need to more than double its current pace of growth to at least the same level as Netflix, according to Barclays.

Netflix, which is due to report its quarterly results on Tuesday, had 209 million subscribers as of the quarter ended June. Disney+ had 116 million paying customers.

Disney shares, which have not been downgraded by any brokerage so far this year, fell about 2% in early trading.
<\/body>","next_sibling":[{"msid":87126092,"title":"Come December 1, TV viewers may have to shell out 50% more","entity_type":"ARTICLE","link":"\/news\/come-december-1-tv-viewers-may-have-to-shell-out-50-more\/87126092","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":87126103,"entity_type":"ARTICLE","title":"Disney+ magic fades: Barclays downgrades Walt Disney after three years","synopsis":"Disney Chief Executive Officer Bob Chapek last month hinted at a slowdown in Disney+, saying fourth-quarter global paid subscribers will grow by \"low single digit\" millions compared with a rise of 58.5 million in the previous three months.","titleseo":"telecomnews\/disney-magic-fades-barclays-downgrades-walt-disney-after-three-years","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":209,"shares":0,"engagementtimems":925000},"Alttitle":{"minfo":""},"artag":"Reuters","artdate":"2021-10-19 07:10:19","lastupd":"2021-10-19 07:12:06","breadcrumbTags":["disney","netflix","MVAS\/Apps","Walt Disney","Apple TV+","International","disney+","amazon prime video","video streaming"],"secinfo":{"seolocation":"telecomnews\/disney-magic-fades-barclays-downgrades-walt-disney-after-three-years"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2021-10-19" data-index="article_1">

迪斯尼+魔法消失:巴克莱银行下调迪斯尼三年之后

迪斯尼首席执行官鲍勃•伯克上个月暗示放缓迪斯尼+,表示第四季度全球付费用户将增加“低个位数”数百万而上升为5850万年的前三个月。

  • 更新2021年10月19日上午07:12坚持
阅读: 100年行业专业人士
读者的形象读到100年行业专业人士
华特迪士尼的股票周一收到了罕见的华尔街降级,从媒体巨头巴克莱要求大胆的改变在其扭转经济增长放缓迪斯尼+流媒体服务。

迪斯尼首席执行官鲍勃•伯克上个月暗示放缓迪斯尼+,表示第四季度全球付费用户将增加“低个位数”数百万而上升为5850万年的前三个月。

迪斯尼+,最丰富的媒体内容组合之一,有2019年重磅推出的;它吸引新用户的“星球大战”和“复仇者”特许经营。

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竞争对手等流媒体平台网飞公司公司,苹果电视+和Amazon Prime的视频有不同的方法。他们投入巨资在原创内容来吸引用户。

“尽管公司(迪斯尼)似乎是针对每周一个新内容,并不是每一个内容块具有相同的特许权价值或能见度,"巴克莱分析师Venkateshwar Kannan说。

巴克莱还表示,放缓迪斯尼+用户不能仅仅归因于向前凸出在2020年增加,当流媒体平台得到普及,人们寻求娱乐静待在家里。

为了实现这一目标的2.3亿年到2.6亿年迪斯尼+用户2024财年年底,迪斯尼将需要两倍多目前的增长速度至少相同的水平Netflix,据巴克莱。

Netflix定于周二公布季度财报,截至6月的季度有2.09亿注册用户。迪斯尼+ 1.16亿付费用户。

迪斯尼的股票,这没有任何经纪公司下调了今年到目前为止,在早盘交易中下跌了约2%。
  • 发布于2021年10月19日07:10点坚持
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  • 迪斯尼+魔法消失:巴克莱银行下调迪斯尼三年之后
\"\"
<\/span><\/figcaption><\/figure>Walt Disney<\/a>'s stock received a rare Wall Street downgrade on Monday, as Barclays called for bold changes from the media giant to reverse slowing growth at its Disney+<\/a> streaming service.

Disney<\/a> Chief Executive Officer Bob Chapek last month hinted at a slowdown in Disney+, saying fourth-quarter global paid subscribers will grow by \"low single digit\" millions compared with a rise of 58.5 million in the previous three months.

Disney+, which has one of the richest portfolios of media content, had a blockbuster launch in 2019; it attracted new subscribers with its hit \"Star Wars\" and \"Avengers\" franchises.

Rival streaming platforms such as Netflix<\/a> Inc, Apple TV+<\/a> and Amazon Prime Video<\/a> have had a different approach. They invested heavily on original content to draw in subscribers.

\"While the company (Disney<\/a>) appears to be targeting one new piece of content a week, not every piece of content has the same franchise value or visibility,\" Barclays analyst Kannan Venkateshwar said.

Barclays also said the slowdown in Disney+ subscribers could not be solely attributed to a pull forward in additions in 2020, when streaming platforms gained popularity as people hunkering down at home sought entertainment.

To achieve its target of 230 million to 260 million Disney+ subscribers by the end of fiscal 2024, Disney will need to more than double its current pace of growth to at least the same level as Netflix, according to Barclays.

Netflix, which is due to report its quarterly results on Tuesday, had 209 million subscribers as of the quarter ended June. Disney+ had 116 million paying customers.

Disney shares, which have not been downgraded by any brokerage so far this year, fell about 2% in early trading.
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