Disney/Fox Shows TV Increasingly About Apps, Global Reach, TDG Says
TV increasingly is "a grand, global game played out over broadband and delivered via apps," and Disney's planned buy of Fox means serious competition for Netflix, which until now has been easily surpassing competitors, The Diffusion Group's Joel Espelien blogged…
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Tuesday. He said Disney's focus on controlling interest in Hulu -- while eschewing Fox's broadcast and cable network assets -- show that broadcast and cable nets are no longer "the crown jewels of the global TV ecosystem." Espelien said Netflix and Amazon Prime showed subscription VOD can do well overseas, and Hulu plausibly could garner 100 million-plus global subscribers through leveraging Disney content. He said New Disney's movie studio arm could "absolutely dominate" the blockbusters market that drives global premium video viewing, positioning it to overwhelm Netflix and its original content strategy.