Disney + Hotstar Shine Mabuɗin Ci gaban Dindin+ + Abokin Ciniki, amma Ba Zai Isar da Hanya don Riba Buƙatun Disney

Sakamakon kwata na Disney yana nuna hanya don yin rajistar masu biyan kuɗi biliyan kwata: faɗaɗawar ƙasashen duniya. Amma haɓakar fushi a cikin abokan ciniki a wajen Amurka ba ta da tabbas don kawo riba mai yawa.

A cikin kasuwanni kamar Indiya, inda Disney+ ke aiki azaman Disney+ Hotstar, masu biyan kuɗi suna biyan matsakaicin cents 76 (kimanin Rs. 60) a wata. A Amurka, abokan ciniki suna biyan $6.32 (kusan Rs. 500) akan matsakaita.

Disney + ya ƙare Maris tare da masu biyan kuɗi miliyan 138, sama da miliyan 7.9 daga kwata na baya. Wata majiya ta Disney ta ce ana shirin kaddamar da wannan hidimar a kasashe 42 a wannan bazarar, inda ta fadada isar ta a duniya zuwa kasashe 106.

Za ta samar da nunin nuni kusan 500 a cikin harsunan gida a duniya - gami da 100 daga Indiya - don jawo hankalin masu biyan kuɗi a waɗannan kasuwanni.

Amma fiye da rabin abin da ya samu na kwata-kwata ya fito ne daga Disney + Hotstar a Indiya, inda sabuwar kakar gasar cricket ta Twenty20 ta haifar da haɓaka. Disney + Hotstar - ana samunsa a cikin kasuwannin Asiya huɗu a wajen Indiya - yanzu yana ba da umarni sama da masu biyan kuɗi miliyan 50.1.

Hannayen sa ya fadi da kusan kashi 5.5 zuwa kasa na shekaru biyu na dala 99.47 (kimanin Rs. 7,700) a farkon ciniki ranar Alhamis, bayan sama da rabin dozin manazarta sun rage farashinsu akan hannun jari.

Ribar yawo na Disney ya zarce kididdigar Wall Street na sabis na bidiyo na marquee Disney +, godiya ga sabbin abubuwan da aka fitar ciki har da Pixar's Turning Red da Marvel's Watan Kwana, amma hauhawar shirye-shirye da farashin samarwa ya bar wasu masu saka hannun jari da manazarta ba su da daɗi.

"Kasuwa yanzu ta damu da haɗuwa da wannan jagorar masu biyan kuɗi da hauhawar farashin don yin gasa sosai tare da samfuran da ba na Disney ba zai haifar da ƙarancin kasuwanci mai ban sha'awa a cikin kwanciyar hankali," in ji MoffettNathanson manazarci Michael Nathanson.

Babban jami'in harkokin kudi na Disney Christine McCarthy's sharhin cewa karuwar masu biyan kuɗi na rabin na biyu na Disney + na iya zama mai girma fiye da ribar da aka samu a farkon rabin shekara "yana iya zama babbar damuwa a tsakanin masu saka hannun jari," in ji manazarta Bankin Amurka Jessica Reif Ehrlich. .

Amma Shugaba na Disney Bob Chapek ya ce Disney + na kan hanyar da za ta kai ga hasashen da kamfanin ya yi na masu biyan kuɗi miliyan 230 zuwa miliyan 260 nan da Satumba 2024.

Asarar aiki ga kasuwancin yawo na kamfanin, wanda kuma ya haɗa da ESPN+ da Hulu, ya haura zuwa dala miliyan 877 (kimanin Rs. 6,800 crore) a cikin kwata - sau uku asarar da aka yi a shekara guda da ta gabata, yana nuna haɓakar shirye-shirye da kashe kuɗi.

Ana sa ran kashe kuɗi akan shirye-shirye zai karu da fiye da dala miliyan 900 (kimanin Rs. 7,000 crore) a cikin kwata na uku, yayin da kamfanin ke saka hannun jari mai zurfi a cikin ainihin abun ciki da haƙƙin wasanni.

"Mun yi imanin cewa babban abun ciki zai fitar da kuɗin mu, kuma waɗanda ke cikin sikelin za su fitar da ribarmu," in ji Chapek yayin kiran masu saka hannun jari. “Don haka ba ma ganin su a matsayin dole. Muna ganin su sun yi daidai da tsarin gaba ɗaya da muka tsara. "

Paolo Pescatore, manazarci tare da PP Foresight, ya annabta cewa Disney + zai ci gaba da girma yayin da yake haɓaka zuwa sabbin kasuwanni, kuma yana ba da abun ciki mai jan hankali don yawo, kamar fim ɗin raye-raye na Oscar wanda ya lashe kyautar Encanto. Amma hakan yana iya zama ba nasara ta kuɗi ba.

Pescatore ya ce "A bayyane yake cewa an mai da hankali sosai kan abubuwan da suka shafi yanar gizo don duk masu samarwa," in ji Pescatore. "Abin takaici idan aka yi la'akari da yanayin watsa shirye-shiryen, za a sami manyan matakan da za su shafi duk masu samar da kayayyaki. Wannan bi da bi zai haifar da kudaden shiga da kuma layin kasa. "

© Thomson Reuters 2022