Barclays analysts believe Disney+, Hulu, and ESPN+ could reach a combined 170 million subscribers by 2025.
But while expectations are high, Disney+ could face some challenges.
"Disney currently benefits from an optimized wholesale distribution model the economics of which will be difficult to replicate in a fragmented retail world," the UBS analysts said.Disney will have to overcome as it jumps into the streaming war. Most notably, the analysts see Disney's multiple streaming offerings as"reductive" until it figures out pricing and bundling plans.
"In our opinion, Disney's approach to OTT in the form of three separate services is reductive and is akin to launching networks for different demographics on television which is now essentially being replicated on the internet," the analysts said."This is likely to limit its market opportunity and increase its operating and capital costs over time relative to a simplified one service approach .
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