Zeenat Moorad Associate editor: Financial Mail

Disney, in case you missed it, is pulling its titles from Netflix to launch its own streaming service. It makes sense, given the brand it can leverage. There’s also money in streaming, and the company figures it can make more of it from a Disney-branded streaming service than through licensing stuff to Netflix. The house of mouse has a lot going for it: box-office dominance (it corners childhood as a market), an unrivalled intellectual property library and deep coffers. It’s a US$160bn behemoth, with a multifaceted business model and no shortage of revenue streams: movies, television, theme parks, merchandising, licensing. Some, however, aren’t buying it. BTIG media futurist and analyst Rich Greenfield says Disney is passing up $350m a year in "high margin" revenue for what he reckons is a risky, new and untested service. More on this in a moment. Another reservation is that Disney is late to the party: Hulu, HBO Go, Amazon Video, Facebook Watch ... the market is pretty crowded. Sti...

BL Premium

This article is reserved for our subscribers.

A subscription helps you enjoy the best of our business content every day along with benefits such as exclusive Financial Times articles, Morningstar financial data, and digital access to the Sunday Times and Times Select.

Already subscribed? Simply sign in below.

Questions or problems? Email helpdesk@businesslive.co.za or call 0860 52 52 00.