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In a presentation to investors the studio announced a blitz of new content for its Disney+ streaming service: ten “Star Wars” series, ten more based on Marvel comic books, 15 other new original series and 15 feature films. By 2024 Disney+ will be spending $8bn-9bn annually on content, up from $2bn in 2020. Add ESPN+, which shows sports, and Hulu, another Disney streaming channel, and the company will splurge $14bn-16bn a year, nearly as much as the $17bn that Netflix, which pioneered streaming, earmarked to spend in 2020.
在向投資者報告時，迪士尼宣布了在其Disney+流媒體服務平臺上上新的一系列內容：10部《星球大戰》系列劇集，10部漫威系列劇集，15部其他新的原創系列劇集和15部電影。到2024年，Disney+每年將在內容方面投入80億至90億美元，高于2020年投資的20億美元。再加上播放體育節目的ESPN+，以及迪士尼另一個流媒體頻道Hulu，迪士尼每年將大肆花費140億至160億美元，幾乎相當于流媒體先驅Netflix在2020年的170億美元支出。
Disney’s “content tsunami” is “frightening to any sub-scale company thinking about competing in the scripted entertainment space”, wrote Michael Nathanson of MoffattNathanson, a media-research firm. The Wall Street dilettantes swooned: Disney’s share price leapt by almost 14% the day after its presentation, reaching an all-time high and adding $38bn to its stockmarket value.
媒體研究公司MoffattNathanson的邁克爾·納桑森寫道，迪士尼的“內容颶風”讓“所有想在劇本娛樂領域分一杯羹的小規模公司都不寒而栗”。華爾街的外行們欣喜若狂：迪士尼的股價在報告會的第二天飆升了近14%，創下歷史新高，為其股票市值增加了380億美元。
Disney now expects 230m to 260m Disney+ subscribers by 2024—more than treble its previous target. The extra viewers, and a planned price rise, put the service on track to break even in 2024, despite more content spending. Across all its streaming channels Disney expects more than 300m subscribers by 2024—maybe enough to overtake Netflix, currently on 195m. Disney will take Netflix on more directly via a new service, Star, with a wider range of programming, including a new show starring the indefatigable Kardashian clan.
迪士尼目前預計，到2024年，Disney+的訂閱用戶數將達到2.3億-2.6億，比此前目標的三倍還要多。盡管內容支出增加，但增加的觀眾，以及計劃上調的訂閱價格，使這項服務有望在2024年實現收支平衡。迪士尼預計，到2024年，其所有流媒體頻道的訂閱用戶將突破3億，這可能足以超過目前擁有1.95億訂閱用戶的Netflix。迪士尼將通過一項新服務Star更直接地與Netflix展開較量。Star服務涵蓋了更廣泛的節目，包括由不知疲倦的卡戴珊家族主演的新作。
Two months ago Disney began a corporate restructuring to increase its focus on streaming. Since then it has trimmed jobs at ABC News and announced the winding up of its radio business. The plans for Disney+ imply that by 2024 streaming will be the company’s single largest business by revenues, notes Benjamin Swinburne of Morgan Stanley, a bank. Whatever some directors may think, “made for TV” is no longer a slur in Hollywood.
兩個月前，迪士尼開始了企業重組，并加大了對流媒體的關注。從那時起，迪士尼對ABC新聞進行裁員，并宣布結束其廣播業務。摩根斯坦利銀行的本杰明•斯溫伯恩指出，Disney+的計劃意味著，到2024年，流媒體將成為迪士尼收入最大的業務。不管有些導演怎么想，“電視制作”在好萊塢已不再帶有侮辱色彩了。
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