Kevin Fung
speaker
348 appearances
1 recordings
1 series
first heard May 2021
last heard May 2021
Kevin Fung’s voice in public audio — every appearance, attributed to the second.
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Appearances
I think, you know, having touched on it earlier, I think it just gives them so many more opportunities to have a better and deeper relationship with their customers.
If your little kids are watching Frozen or a spinoff of that or, you know, they can watch, they can pull up The Lion King or Aladdin whenever, you know, for every weekend.
Without ads, think about how much time they're getting in front of that person.
And we talk a lot about investing, especially in this big technology space of attention and eyeballs.
And I think...
For Disney Plus to really control that, it's a really big step in feeding the funnel back into parks and back into resorts and all that kind of stuff.
I think the performance of Disney Plus is something to really...
really sort of stop and marvel at like i think originally interesting no pun intended there like i think you know originally they you know way back then they had uh their guidance for disney plus that for 2024 to be 60 to 90 million subscribers um and you know this is a service again that only started a year and a half ago and it's already surpassed that so you know we talk about
COVID pulling forward a lot of demand.
These targets that were pretty big targets, it's half of what Netflix subscribers have right now, right?
They've pulled that forward in a year and a half, not even.
It's crazy when you think it's taken nearly two decades for Netflix.
Exactly, yeah.
Netflix started in January 2007 when they started streaming.
It's taken them that long.
And it's taken them that long to get to 200 million subscribers, yet Disney have been able to do that.
in a year and a bit.
I think that really shows the power of the brand and the demand that people have for their content.
I think the recent numbers are that Disney has come up as a clear number two to Netflix and really quickly as well.
Even though some of their revenues are dropping from all the cord cutting from their cable TV services and it is getting a little bit cannibalized by Disney+.
Showing 241–260 of 348 · page 13 of 18
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