Disney Following Netflix's Footsteps Out Of App Stores? Bob Iger Demands Better Deals From Apple, Google
Disney Following Netflix's Footsteps Out Of App Stores? Bob Iger Demands Better Deals From Apple, Google
Walt Disney Co (NYSE:DIS) CEO Bob Iger has voiced his concerns about the revenue share with major tech companies, including Apple Inc. (NASDAQ:AAPL) and Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG).
沃爾特·迪斯尼公司（紐約證券交易所代碼：DIS）首席執行官鮑勃·艾格對包括蘋果公司（納斯達克股票代碼：AAPL）和Alphabet Inc.（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）在內的主要科技公司的收入份額表示擔憂。
What Happened: Iger expressed his dissatisfaction with the current revenue-sharing model at the MoffettNathanson-hosted conference. He pointed out that Disney is losing a significant portion of its earnings to the Big Tech app stores that distribute its streaming services, such as Disney+ and Hulu, reported Business Insider.
發生了什麼：艾格在Moffettnathanson主辦的會議上對當前的收益分享模式表示不滿。據《商業內幕》報道，他指出，迪士尼的很大一部分收益流失給了分銷其流媒體服務的大型科技應用商店，例如迪士尼+和Hulu。
"We have to look at the way we're distributing," Iger told analyst Michael Nathanson at a MoffettNathanson-hosted conference. "Unlike Netflix, we distribute largely through third-party app stores. There's obviously an advantage to that to some extent, but there's a cost to that, too. And we're looking at that."
艾格在Moffettnathanson主辦的會議上對分析師邁克爾·納森森說：“我們必須考慮分銷方式。”“與Netflix不同，我們主要通過第三方應用商店進行分發。在某種程度上，這顯然有優勢，但這也是有代價的。我們正在研究這個問題。”
He mentioned that Disney's distribution model is different from that of Netflix, which used to allow customers to sign up for its service via third-party distributors like Apple. However, Netflix stopped this practice in 2018, a move that did not seem to affect its growth and had clear benefits for the company's margins.
他提到，迪士尼的分銷模式與Netflix不同，Netflix過去允許客戶通過蘋果等第三方分銷商註冊其服務。但是，Netflix在2018年停止了這種做法，此舉似乎並未影響其增長，併爲公司的利潤率帶來了明顯的好處。
Iger's comments suggest that Disney might be considering a similar move, which could have significant implications for Apple and Google. The revenue-sharing deals between Disney and these tech giants vary. For example, Apple charges video companies like Disney 15% of the revenue for signups made within Apple-distributed apps.
艾格的評論表明，迪士尼可能正在考慮類似的舉動，這可能會對蘋果和谷歌產生重大影響。迪士尼與這些科技巨頭之間的收益分享協議各不相同。例如，蘋果向迪士尼等視頻公司收取在蘋果發行的應用程序中註冊的收入的15％。
Why It Matters: Iger's demand for better app store deals comes in the wake of Disney's recent strategic moves in the streaming industry. The company has been expanding its streaming offerings and is now set to launch a new streaming bundle with Warner Bros. Discovery that includes Disney+, Hulu, and Max.
爲何重要：艾格要求更好的應用商店優惠是在迪士尼最近在流媒體行業採取戰略舉措之後提出的。該公司一直在擴大其流媒體產品範圍，現在準備與華納兄弟探索推出新的流媒體套餐，其中包括迪士尼+、Hulu和Max。
Disney's streaming business, including Disney+ and Hulu, has been a key focus for the company. However, Iger has previously admitted that Disney lags behind Netflix in terms of technology, leading to higher marketing expenses and customer acquisition and retention costs.
迪士尼的流媒體業務，包括迪士尼+和Hulu，一直是該公司關注的重點。但是，艾格此前曾承認，迪士尼在技術方面落後於Netflix，這導致了更高的營銷費用以及客戶獲取和保留成本。
Amid these challenges, Disney has been working to enhance its streaming services and content strategy, with Iger expressing confidence in securing long-term NBA rights. However, the current app store revenue-sharing model could be a significant hurdle for Disney's streaming ambitions.
在這些挑戰中，迪士尼一直在努力加強其流媒體服務和內容戰略，艾格表示有信心獲得長期的NBA版權。但是，當前的應用商店收入分享模式可能是迪士尼流媒體雄心壯志的重大障礙。
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