Bob Iger, the boss of Disney, is not happy because he thinks his company is giving too much money to Apple and Google for using their app stores. He wants Disney to have more control over how people sign up for its streaming services, like Disney+ and Hulu. This could help Disney make more money and be more like Netflix, which stopped sharing revenue with Apple in 2018. Read from source...
1. The headline is misleading and sensationalist, as Disney has not officially announced any plans to leave app stores or follow Netflix's footsteps. Iger merely expressed his dissatisfaction with the current revenue-sharing model and stated that they are looking at alternative ways of distribution.
2. The article compares Disney's situation with Netflix's, but fails to acknowledge the differences in their business models and strategies. Netflix used to allow customers to sign up for its service via third-party distributors like Apple, but it stopped this practice in 2018, which gave them more control over their customer base and pricing. Disney does not have a similar option, as it relies heavily on the app stores to distribute its content.
3. The article implies that Iger's demand for better app store deals is a result of Disney's recent strategic moves in the streaming industry, such as expanding its streaming offerings and launching a new streaming bundle with Warner Bros. Discovery. However, this causal relationship is not established or supported by evidence. It could be that Iger's demand for better deals stems from other factors, such as Disney's lagging technology compared to Netflix or higher marketing expenses and customer acquisition costs.
4. The article does not provide any analysis of the potential impact of Disney leaving app stores or following Netflix's footsteps on Apple and Google. It simply states that this move could have significant implications for these tech giants, without explaining how or why.
5. The article ends with a vague statement about Iger ex-ANYTHING, which is incomplete and does not make sense in the context of the story.
Negative
The article discusses the potential shift in Disney's distribution model for its streaming services, such as Disney+ and Hulu. The company's CEO, Bob Iger, has expressed dissatisfaction with the current revenue-sharing model with app stores like Apple and Google. This indicates that Disney may be considering following Netflix's footsteps by moving away from third-party app stores and focusing on its own platform for subscriptions. If this happens, it could have significant implications for Apple and Google, as well as impact the company's streaming business and margins.