Entornointeligente.com / Apple’s flashy but empty TV event last month might have left Netflix execs unfazed—but on Thursday night, Disney gave a presentation that likely has Silicon Valley sweating. Inside Stage 2 of the company’s Burbank campus, Disney revealed all of the specifics that spectators have long craved, giving hard details on its upcoming streaming service, Disney+—including price points, rollout details, and programming. The company even debuted a bit of footage from projects, including Jon Favreau’s original Star Wars series, The Mandalorian, which will premiere on the platform on day one.
Although it’s unwise to call anything a “Netflix-killer,” especially months before it even launches, Disney’s presentation made it clear that the company is coming at the streaming giant with everything it’s got—which is a lot, especially considering the huge number of valuable franchises now under the Disney umbrella.
Disney+ is set to bow on November 12, and will cost $69.99 for a whole year. According to The Hollywood Reporter , “The crowd audibly gasped when Disney+'s $7-per-month fee was revealed”—perhaps because its chief rival recently hiked its own base plan to $9 per month . Potential customers will also likely be able to subscribe to a bundle that includes Disney+ and other Disney-owned streaming platforms, such as ESPN+ and Hulu, at a discounted price.
Disney+ will be ad-free; per The Washington Post , customers will be able to download and access its content offline on an unlimited basis—unless, of course, they unsubscribe.
But really, it’s the sheer breadth of programming that should have Netflix worried. Disney has been sitting on a trove of reliable I.P. for decades—and as the company has acquired entities like Lucasfilm, Pixar, and Marvel, its collection has only become more diversely appealing. Its monumental merger with Fox, which finally closed last year, has further granted Disney ownership not only of the beloved and prolific Simpsons franchise, but also of mega-blockbusters including Alien and Titanic.
At launch, T.H.R. reports, Disney+’s library will include— deep breath —18 Pixar films, 13 Disney classics that have been locked away in the so-called Disney vault, nearly every Star Wars film, Marvel tentpoles like Black Panther and this year’s Captain Marvel, 250 hours of National Geographic programming (not to mention NatGeo’s Oscar-winning documentary Free Solo ), 100 Disney Channel Original Movies, and nine exclusive originals. Also, it bears repeating, all of The Simpsons —including TV episodes and movies .
There will, of course, also be scores of original content. The New York Times reports that in its first year, Disney+ will be home to 10 original films and 25 original series. The platform will also migrate over family-focused Fox films and TV programs, including The Sound of Music and Malcolm in the Middle. Disney is also re-making Lady and the Tramp and The Sword in the Stone in live-action, along with new projects, the Times reports, including “a period adventure about a sled dog” titled Togo ; Noelle, which will star Anna Kendrick as Santa Claus’s daughter; and a Phineas and Ferb film.
Star Wars die-hards likely already know about the upcoming original series coming to Disney+, which include Favreau’s The Mandalorian and the Diego Luna/Alan Tudyk -starring Cassian Andor series, inspired by Rogue One. As for the Marvel series, get ready for: What If, which the Post says “will ask such questions as what if Peggy Carter took the serum instead of Steve Rogers”; an Anthony Mackie/Sebastian Stan team-up series titled The Falcon and The Winter Soldier ; a Loki series starring Tom Hiddleston; and a series about The Vision and Wanda Maximoff titled, no joke, WandaVision. Pixar fans won’t be left out in the cold either: Disney has promised to release its entire library of theatrically released Pixar shorts, as well as a new series of shorts, which will release on Day One as well. Its title? Forky Asks a Question. (O.K., so maybe their title game could use a little work.) Also look for Into the Unknown: Making Frozen 2 , a behind-the-scenes documentary about the making of the Frozen sequel, as well as a new High School Musical series .
In total, the Times reports, Disney+ will feature roughly 500 films from the Disney library, and 7,500 episodes of Disney TV shows including Hannah Montana —and that’s not even counting all of the new and Fox-owned content.
The sheer volume of Disney’s library, much of which is made of I.P. viewers already know and love, should have Netflix on the defensive—as should Disney’s powerful marketing. As the Times reports, the company plans to use every weapon in its arsenal to get its product in front of potential customers—a Star Wars fan convention in Chicago this weekend; its cruise line; its theme parks across the world; its retail stores, which litter city streets, shopping malls, and airports; its hotels; its television networks, which include not only ESPN, but also the Big Four broadcaster ABC. In other words, pretty much every person in America, and in many parts of the world, will likely wind up seeing an ad for Disney+ one way or another. Disney has woven its way into the fabric of American society and the international stage in a way few other companies have been able to replicate; it’s an empire that took decades to build, and that comparatively young Silicon Valley newcomers will be hard-pressed to mimic.
The coming months and years will see the streaming competition balloon , as companies including Disney, Apple, Comcast, and WarnerMedia all attempt to launch new platforms. But with its global empire and the first-ever majority stake in Hulu (the Fox merger gave Disney 60 percent of the joint enterprise), Disney appears to occupy by far the most advantageous position, no matter how you slice it.
Although the company expects to see massive losses for the first few years of its streaming project, peaking in 2022, executives said Thursday that they expect Disney+ to begin turning a profit in 2024, when an anticipated 60 million to 90 million subscribers will have forked over their $6.99 per month.
As the Times notes, Disney has spent years building the foundation for this project—beginning with its experimental overseas app, DisneyLife, which launched in 2015 and drew only tepid interest. After years of tinkering and investments, Disney now has a Death Star on its hands—and more importantly, as Thursday proved, it knows exactly how to market it. Case in point? At the time of writing, Disney’s stock has soared by more than 13 percent following the presentation, while Netflix’s has fallen by roughly the same margin. In other words, Netflix probably has a bad feeling about this.
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LINK ORIGINAL: Vanityfair