Internet TV (Vol. III): Disney, underweight TV broadcasting sector vulnerable - Global Thematic ResearchSummary
In 2016, Disney generated 43% of revenues from TV networks, 30% from theme parks, 17% from film studios and 10% from consumer products. TV networks generated 50% of Disneys operating profits.
Whilst Disneys film studios business is likely to benefit from the Internet TV theme, its TV networks business will be a big loser, seeing both Pay-TV revenues and TV advertising revenues fall faster than analysts expect.
Disney has a strategy to deal with the threat of Internet TV technology. But its in-house video streaming service, to be launched in 2019, is too little too late.
Inside this report, we look at the key themes driving Disneys TV networks business, drilling down into the value chain of TV and identifying top technologies driving music, film and TV.Scope
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