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.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
I think that platform is a much more effective platform for the business.
And, you know, while those other revenues drop, and it might be a little bit of short-term pain for the longer-term game, we've seen, you know, a lot of software businesses transition out of that perpetual license, meaning, you know, that software that you used to pay $2,000 or $3,000 forever fee for, but then didn't get any updates.
Well...
Now, instead, they're charging you that $20 or $30 a month.
And it's just a far superior business model because it means that month on month, that business is getting reliable income.
And I think we're really seeing this come to fruition with Disney.
If we look back 10 years ago, as Aussies, we would pay for Foxtel and have that box there and it might cost us $60 to $90 a month.
Whereas now we're getting these services for $10, $15 a month and it's $10 for Netflix or $14 for Netflix and then $10 for Disney and then $10 for KO.
That's still not as much as what we used to be paying and we're getting a better quality service, on-demand service.
And, you know, in high quality stream straight to our home.
Like I think that's, we had the money back then and the budgets back then to pay for something that was not a superior product.
And, you know, I think that tells you that, you know, people have that entertainment budget to spend.
I think one of the big ones is really post-COVID world.
Like when do these restrictions and things start opening up for Disney, especially with their parks division?
It is such a big sort of driver of revenue for them.
Even if, you know, the government in the US has restrictions on the capacity, you know,
For the park, for Disney World or Disneyland to open only at, you know, say 20% to 40% capacity, they might actually still be losing money.
So that is something that, you know, we're keeping a very close eye on.
The other one would be, you know, the golden well really here is that storyline and the new blockbusters and the new movies that are coming out if...
For instance, we see a few flops there with a few different movies or a few series that come on Disney Plus that, you know, aren't as successful as The Mandalorian.
Showing 261–280 of 348 · page 14 of 18
← Previous
Next →