Snap AV: why Disney went after Fox

In 2018 Disney, the Mouse media megaladon, paid $71.3bn for a selection of Fox’s assets which included both its movie and television studio.

The move was partly made in anticipation of Disney’s new venture into the world of video-on-demand streaming, which, in the form of a product called Disney+, will be launched later this year.

Details are still scant, but we do know it will involve Disney going blow-to-blow with Netflix, who have upended the media market since it introduced its streaming service in 2007.

Without content like Breaking Bad, Stranger Things and Alphaville-favourite Bojack Horseman, Netflix would not be the same product. And it will be the same for Disney. Which is lucky, because its content base, if it wasn’t before with Marvel and Star Wars, is world class.

Take a look at this chart which landed in our inboxes from the boffins at research shop MoffettNathanson, which shows each studio’s share of the Top 100 Domestic Box Office (DBO) films of all time, following Disney’s acquisition.


So they have the content, but whether Disney will be able to pivot to a direct-to-consumer model is the big question. We recommend reading Matthew Ball’s take at Redef on this issue: he seems pretty positive.

Let the battle commence.

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