Blog: Hybrid SVOD

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A resurgent Netflix has reassured Wall Street despite the warning signs appearing in emerging markets

Cover image for A resurgent Netflix has reassured Wall Street despite the warning signs appearing in emerging markets
Tim Mulligan
Netflix
Netflix Q3 2022
emerging markets
Netflix Q3 2022 results were well received by the financial markets, with NFLX shares up 14.4% in after-hours trading. This follows a challenging year for the world’s largest subscription video on demand (SVOD) service, one that saw its first-ever global membership decline in Q1 2022 and resulted in its stock price declining by a third.
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Disney’s latest results means the media major is now at an inflection point

Cover image for Disney’s latest results means the media major is now at an inflection point
Tim Mulligan
Hybrid SVOD
Ad-support Subscriptions
SVOD
Last week’s Q3 22 (calendar Q2 22) earnings represented a high point in Disney’s transition to streaming juggernaut. With its number of global direct-to-consumer (D2C) subscribers now higher than Netflix, the media major is way ahead of its April 2019 pre-Disney+ launch commitment of achieving 60-90 million Disney+ subscribers by FY 2024.
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