Get Woke, Go Broke

Tsing Tao said:
https://twitter.com/x/status/1557503014411218944
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I think a lot of that is the end of the Mandolorian and Bobba Fett bubble..... many people subscribed to Disney+ for that content and it is kind of done. ALso U.S. growth surged heavily during COVID but there is so much competition in the U.S. with Netflix, Apple TV, Hulu, NBC, Paramount etc..

I think it is a complete reach to say U.S. growth stalled simply because of its beef with Ron.... outside of FL people really dont give a shit, they j ust want their content. Biggest growth is always going to be international.

Disney has a small share of available content when it comes to movies and TV programs in the U.S....but internationally Marvel, Star Wars and Disney movies are huge with less compeittion outside the U.S.

Internationally.... they still eat this shit up and it is becoming more and more available in other countries. All the major companies look for growth overseas. China alone dwarfs the U.S. market, let alone the rest of Asia and Europe.

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El OchoCinco said:
I think a lot of that is the end of the Mandolorian and Bobba Fett bubble..... many people subscribed to Disney+ for that content and it is kind of done. ALso U.S. growth surged heavily during COVID but there is so much competition in the U.S. with Netflix, Apple TV, Hulu, NBC, Paramount etc..

I think it is a complete reach to say U.S. growth stalled simply because of its beef with Ron.... outside of FL people really dont give a shit, they j ust want their content. Biggest growth is always going to be international.

Disney has a small share of available content when it comes to movies and TV programs in the U.S....but internationally Marvel, Star Wars and Disney movies are huge with less compeittion outside the U.S.

Internationally.... they still eat this shit up and it is becoming more and more available in other countries. All the major companies look for growth overseas. China alone dwarfs the U.S. market, let alone the rest of Asia and Europe.

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I think it's ridiculous to blame "wokeness", then saying it's "foreign subscriptions so it doesn't count" as if the world outside the US is more receptive to wokeness.
 
Cuddles said:
I think it's ridiculous to blame "wokeness", then saying it's "foreign subscriptions so it doesn't count" as if the world outside the US is more receptive to wokeness.
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Disney.. like most companies knows real growth is outside the U.S. Streaming services is heavily saturated here.... but all Disney has to do is enter Japan and China and they match and overtake U.S. I starting buying back into Disney below $100 and will keep scaling in.
 
Netflix just took a subscriber hit, too, and I doubt it's because they present content that is aware of the history of socioeconomic minorities. It's about price and more choices in the sector.

In short, Americans overall are not becoming more like the stick-up-butt conservatives set.
 
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