Bazinet offered the following observation in a note to clients: “We believe Disney may sell its 67% stake in Hulu. In parallel, we suspect Disney may secure the distribution rights to two Marvel characters held by Comcast (Hulk and Namor).”

While Disney owns all of the Marvel intellectual property, it does not own the distribution rights to the characters of Hulk and Namor. Currently, it is Comcast Corporation that owns these rights. As a result, Comcast retains the ability to distribute any Hulk or Namor-centric films to its various NBCU media platforms, like Peacock.

Bazinet explained that Disney’s stake in Hulu is worth significantly more than the rights for the two Marvel characters. Despite this fact, the Citi analyst believes that this move is being considered as it aligns with Disney’s strategy to focus more on core brands.

Prior to this latest observation, Bazinet explained that Disney could consider raising Hulu subscription prices or combining the streaming platform with Disney+.

The post Disney Considers Selling Hulu Stake and Expanding Marvel Rights appeared first on theprimarymarket.com.

There’s Netflix, Hulu, Amazon Prime Video, Apple TV, HBO, and of course Disney+. Each of these services has its own brand of programs it offers, but it turns out that Disney+ has a slight advantage.

According to Finance Analyst Barton Crockett, Disney+ has a significant upper hand in the battle for streaming service supremacy—the offering of bundles.

“This is something that Disney can offer that its competitors are not offering, which is a bundle,” he maintained. “Multiple services and price points and ways to hook you in. One of the lessons of the history of television is bundling.”

For instance, one bundle option that Disney offers is a combination of Disney+, Hulu, and ESPN+ which can be as cheap as $13.99 and goes all the way up to $19.99. Even within bundles, there is still variety to choose from. Disney clearly doesn’t believe in putting all its eggs in one basket, and this is a strategy that Crockett believes is a good one.

With so many streaming services trying to get our hard earned dollars, ultimately these fees stack up, leading to consumers making cuts. So with Disney offering bundles, it may entice users to opt for these more all-inclusive options instead of having subscriptions to five different services simultaneously.

The post Why Disney Has an Advantage Over Streaming Competition appeared first on theprimarymarket.com.

Bazinet offered the following observation in a note to clients: “We believe Disney may sell its 67% stake in Hulu. In parallel, we suspect Disney may secure the distribution rights to two Marvel characters held by Comcast (Hulk and Namor).”

While Disney owns all of the Marvel intellectual property, it does not own the distribution rights to the characters of Hulk and Namor. Currently, it is Comcast Corporation that owns these rights. As a result, Comcast retains the ability to distribute any Hulk or Namor-centric films to its various NBCU media platforms, like Peacock.

Bazinet explained that Disney’s stake in Hulu is worth significantly more than the rights for the two Marvel characters. Despite this fact, the Citi analyst believes that this move is being considered as it aligns with Disney’s strategy to focus more on core brands.

Prior to this latest observation, Bazinet explained that Disney could consider raising Hulu subscription prices or combining the streaming platform with Disney+.

The post Disney Considers Selling Hulu Stake and Expanding Marvel Rights appeared first on theprimarymarket.com.

There’s Netflix, Hulu, Amazon Prime Video, Apple TV, HBO, and of course Disney+. Each of these services has its own brand of programs it offers, but it turns out that Disney+ has a slight advantage.

According to Finance Analyst Barton Crockett, Disney+ has a significant upper hand in the battle for streaming service supremacy—the offering of bundles.

“This is something that Disney can offer that its competitors are not offering, which is a bundle,” he maintained. “Multiple services and price points and ways to hook you in. One of the lessons of the history of television is bundling.”

For instance, one bundle option that Disney offers is a combination of Disney+, Hulu, and ESPN+ which can be as cheap as $13.99 and goes all the way up to $19.99. Even within bundles, there is still variety to choose from. Disney clearly doesn’t believe in putting all its eggs in one basket, and this is a strategy that Crockett believes is a good one.

With so many streaming services trying to get our hard earned dollars, ultimately these fees stack up, leading to consumers making cuts. So with Disney offering bundles, it may entice users to opt for these more all-inclusive options instead of having subscriptions to five different services simultaneously.

The post Why Disney Has an Advantage Over Streaming Competition appeared first on theprimarymarket.com.