Disney is betting big on nostalgia as Disney+ launches today.
The one resounding question analysts have is if Disney will have enough original content to keep customers coming back to the service in the years to come. While many have opted in to Disney's enticing three-year deal, Nathanson wonders about Disney's greater plan for the streaming service.
"Initially momentum is going to be quite strong," he said. "The question will be: are they spending enough money on original content? Is there enough original content to get people to come back?"are known for spending billions on acquiring shows from other companies as well as on original content. Netflix is expected to shell out around $15 billion this year just for content.
"Netflix is pushing out new shows fast enough to keep [consumers] subscribing," Smith said. "The streaming game is partly about how much you are pushing in at the top of funnel."Iger has said within a year of Disney+'s launch the number of original shows and movies will go from 10 to 45. He also noted that by year five there will be more than 60 original projects on the service.
What Disney lacks in numbers, it seems to make up for with prestige. Initial buzz from critics about "The Mandalorian" suggests the series will become an instant classic with Star Wars fans. It will be doled out in weekly installments, and that should help with retention. Instead of signing up for a month to watch the show, fans will need to invest at least eight weeks to see the whole first season.
For Kendrick's family, "Muppet Christmas Carol" is the go-to holiday flick during family gatherings in the winter and it's a film they'll be able to watch on Disney+.Disclosure: NBCUniversal is the parent company of NBC and CNBC.
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