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According to a new report from analysts at Morgan Stanley, Disney's upcoming streaming service will gain over 20 million subscribers by 2024.
The analysts projected the service to be profitable in 2026, and noted the service will be "more modest" than Netflix in its scope of content and spending.

With a library full of Marvel, Star Wars, and other beloved franchises, Disney is expected to be a major force in the streaming wars when it launches its own service late next year.
A new report from analysts at Morgan Stanley, led by Benjamin Swinburne, estimated the service will gain around 23 million subscribers by 2024, and between 40-45 million by 2028. Based on an expected monthly subscription price of $9 at launch, which could increase to $13 by 2028, the analysts predicted the service will be profitable in 2026.
The analysts wrote that they saw the Disney service becoming a $6-billion-plus business, "with stand-alone EBIT profitability achieved in 2026E."
Disney would have...

The streaming service expects to add nine million new subscribers before the end of the year. In half a decade, Netflix has gone from “streaming video service with a kinda mediocre selection” to arguably the most influential outlet in all of American television.
Netflix’s quarterly letter to shareholders, released with its third-quarter results this afternoon, includes the usual discussion of the quarter and the broader industry. But it also includes this great chart, showing its young stars’ prolific growth in Instagram followers after their Netflix launches:
Netflix
“We’re also thrilled that Netflix has been a launching pad for a new generation of global stars like Millie Bobby Brown, Jacob Elordi, Noah Centineo and Gaten Matarazzo,” Netflix writes. “When our service helps our talent develop huge fan bases (from small followings to over 10 million Instagram followers), we can attract the best talent in the world. This explosive grow ...

Richard Gere kicked off this year’s MIPCOM in Cannes for the premiere of UK drama MotherFatherSon, saying that there is no stigma in taking on TV roles today. Marking the first time Gere has taken on a role in a major TV series, the prolific movie star said: “The world has turned upside down in ...

Comme vous le savez déjà, Google est archi leader des moteurs de recherche presque partout dans le monde, comme le montre cette carte qui indique la part de marché de Google dans chaque pays (reflété par la nuance de couleur). Les 2 seuls pays où Google n’est pas leader sont la Russie (c’est Yandex) et la Chine (Baidu)...

While many have questioned how Apple plans to deliver its original content to customers, a new report from CNBC today aims to offer more details on the Apple streaming TV service. According to the report, Apple plans to give its original content away for free to users of its hardware products.
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The post Apple to offer some of its original content for free via TV app on iOS & Apple TV, report says appeared first on 9to5Mac...

Selon Patrick Drahi, le patron du groupe Altice auquel appartient SFR, l'opérateur télécoms a regagné de janvier à octobre autant de clients que ceux qu'il avait perdus au cours des trois années précédentes...

Devialet devrait être le partenaire audio de Free sur la Freebox V7. Or la startup française vient de lancer un compte à rebours donnant rendez-vous dans 24 heures pour annoncer des nouveautés. Le compte à rebours de Devialet À l’instar de sa devancière, la Freebox V7 devrait ébranler le secteur des télécoms. Lentement mais sûrement, ...

Netflix remains the 800-pound gorilla of the streaming world: Video from the service consumes a significant 15% of all internet bandwidth globally, the most of any single application. That’s according to the latest Global Internet Phenomena Report from Sandvine, a vendor of bandwidth-management systems. Netflix was followed by HTTP media streams, representing 13.1% of all downstream ...

EU antitrust regulators are asking retailers and manufacturers whether Amazon's sales of own brand products similar to theirs have harmed their business, a move which could lead to a formal case and possibly fines against the U.S. tech giant...

Like many companies, Apple has been trying to disrupt the traditional television sector for years. But like countless companies before it, Apple has repeatedly run face-first into a cable and broadcast industry that's aggressively resistant to actual change. As a result, Apple's efforts to launch a TV service have been comically delayed for years as cable and broadcast companies (worried that what Apple did to the music industry would also happen to the TV sector) tightly restricted how their content could be used if the approach varies too far from accepted industry norms.

So despite Steve Jobs insisting that Apple had "cracked the code" on a next-gen TV set as early as 2011 -- and efforts to strike licensing deals that have been ongoing since at least 2012 -- nothing much has really come from Apple's promised revolution on the television front...

Google has provided a second report detailing the effects of its proposal to allow more price comparison rivals to bid for ads on top of its search page, EU antitrust regulators said on Monday...

Back in March, we asked the question “Are corporations that use Wikipedia giving back?” The answer was kind of, sort of, with one key exception, noting, “Apple, Facebook, Microsoft and Google all contributed around $50,000 by matching employee gifts. Amazon, on the other hand, is nowhere to be found on that list...

Xavier Niel, fondateur de l'opérateur 'télécom' Iliad, a profité de la faiblesse récente du titre en bourse...