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
But
Now having an emergence of how important data is to businesses, being able to analyze people's viewing habits, what shows are working, what ones aren't, which franchises do they like the most, which characters do they like the most, like that, having that data in their hands with the management team at Disney, I think is a very, very big advantage.
And I think the way this story will unfold over the next couple of years is going to be very interesting to watch.
Yeah, that's right.
It only costs them so much to make these shows or for a lot of the content that they actually already own, it doesn't cost them anything to really host it.
apart from maybe the server fees or the IT and computer expenses it takes to actually deliver that Disney Plus service to you in your home to your TV, right?
Everything else, if they have 200 million subscribers or whatever,
the $300 million to $400 million that they're aiming for in 2024, that has all the makings of something that could be very big because every additional subscriber, everybody that has Disney and all the friends that don't, if they start to get on as well, well, that's just extra money that comes in on top because the cost to stream it to them isn't that much more.
Absolutely.
And that's the beauty of that whole imaginary intangible asset, right?
Like it's, it is highly, highly scalable and it's, you know, something that, you know, we look for in the businesses that we look at and it's something that we love as analysts and shareholders.
I think they also play a really big role.
If we really sort of dig into the weeds of the financials and everything, and it's something that also surprised me before I looked into them, is that the park section, the theme parks, the resorts, all that type of stuff is actually the biggest earner.
Yeah, which I was surprised about as well.
Absolutely.
Because you think these blockbuster movies, especially after the Avengers were so successful, you're thinking, wow, that's where they're making all their money.
But realistically, and I think Disney understood this at a very, very early stage was...
Their ability to monetize their content and their creative storylines and characters and all that stuff, that is done through the merchandise.
It's done through going to that ticket at Disneyland or Disney World.
I'm not sure if you've been before, Owen, but...
Showing 121–140 of 348 · page 7 of 18
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