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).
沃尔特·迪斯尼公司（纽约证券交易所代码：DIS）首席执行官鲍勃·艾格对包括苹果公司（纳斯达克股票代码：AAPL）和Alphabet Inc.（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）在内的主要科技公司的收入份额表示担忧。
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.
发生了什么：艾格在Moffettnathanson主办的会议上对当前的收益分享模式表示不满。据《商业内幕》报道，他指出，迪士尼的很大一部分收益流失给了分销其流媒体服务的大型科技应用商店，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主办的会议上对分析师迈克尔·纳森森说：“我们必须考虑分销方式。”“与Netflix不同，我们主要通过第三方应用商店进行分发。在某种程度上，这显然有优势，但这也是有代价的。我们正在研究这个问题。”
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，迪士尼的分销模式与Netflix不同，Netflix过去允许客户通过苹果等第三方分销商注册其服务。但是，Netflix在2018年停止了这种做法，此举似乎并未影响其增长，并为公司的利润率带来了明显的好处。
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.
艾格的评论表明，迪士尼可能正在考虑类似的举动，这可能会对苹果和谷歌产生重大影响。迪士尼与这些科技巨头之间的收益分享协议各不相同。例如，苹果向迪士尼等视频公司收取在苹果发行的应用程序中注册的收入的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.
为何重要：艾格要求更好的应用商店优惠是在迪士尼最近在流媒体行业采取战略举措之后提出的。该公司一直在扩大其流媒体产品范围，现在准备与华纳兄弟探索推出新的流媒体套餐，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.
迪士尼的流媒体业务，包括迪士尼+和Hulu，一直是该公司关注的重点。但是，艾格此前曾承认，迪士尼在技术方面落后于Netflix，这导致了更高的营销费用以及客户获取和保留成本。
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.
在这些挑战中，迪士尼一直在努力加强其流媒体服务和内容战略，艾格表示有信心获得长期的NBA版权。但是，当前的应用商店收入分享模式可能是迪士尼流媒体雄心壮志的重大障碍。
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译文内容由第三方软件翻译。